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iShares MSCI EAFE Min Vol Factor ETF

519 hedge funds and large institutions have $6.92B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 177 increasing their positions, 222 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.01% more ownership

Funds ownership: 63.18%65.19% (+2%)

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

4% more capital invested

Capital invested by funds: $6.63B → $6.92B (+$286M)

0% less funds holding

Funds holding: 520519 (-1)

8% less funds holding in top 10

Funds holding in top 10: 7670 (-6)

20% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 222

Holders
519
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
10.47%
Holding in Top 10
70
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-7.89%
% of All Funds
1.41%
New
37
Increased
177
Reduced
222
Closed
34
Calls
$7.76M
Puts
Net Calls
+$7.76M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
226
First Allied Advisory Services
California
$2.14M +$125K +1,840 +6%
MCCP
227
Mission Creek Capital Partners
California
$2.1M -$142K -2,091 -6%
OMC
228
Old Mission Capital
Illinois
$2.08M +$1.4M +20,636 +207%
AIM
229
Anchor Investment Management
South Carolina
$2.08M +$101K +1,477 +5%
WR
230
Watson Rebecca
$2.07M -$214K -3,150 -9%
GCM
231
Gibraltar Capital Management
Oklahoma
$2.02M -$49.1K -721 -2%
LNB
232
Ledyard National Bank
$1.99M +$513K +7,532 +35%
SS
233
Simplicity Solutions
Minnesota
$1.95M +$1.95M +28,682 New
GRP
234
Global Retirement Partners
California
$1.94M +$222K +3,266 +13%
GVAG
235
Great Valley Advisor Group
Delaware
$1.94M -$636K -9,345 -25%
VWA
236
Visionary Wealth Advisors
Illinois
$1.93M +$82.7K +1,215 +4%
PWAG
237
Polaris Wealth Advisory Group
California
$1.91M +$1.88M +27,649 New
ACS
238
Archford Capital Strategies
Illinois
$1.89M -$11.1K -163 -0.6%
WI
239
WrapManager Inc
California
$1.85M +$210K +3,084 +13%
SFS
240
Sowell Financial Services
Arkansas
$1.85M -$67.7K -995 -4%
CG
241
Colony Group
Massachusetts
$1.83M -$4.42M -64,898 -71%
MA
242
Mutual Advisors
Nebraska
$1.76M +$1.06M +15,580 +152%
BFA
243
Beacon Financial Advisory
Ohio
$1.75M +$65.8K +966 +4%
CF
244
Centaurus Financial
California
$1.74M -$824K -12,099 -32%
Voloridge Investment Management
245
Voloridge Investment Management
Florida
$1.7M +$1.69M +24,894 New
CSPIA
246
Cary Street Partners Investment Advisory
Virginia
$1.69M +$1.37M +20,169 +435%
KWM
247
Kingsview Wealth Management
Oregon
$1.67M +$27.4K +402 +2%
FA
248
FMA Advisory
Pennsylvania
$1.67M +$132K +1,934 +9%
SAM
249
Sawgrass Asset Management
Florida
$1.65M
SAM
250
Stringer Asset Management
Tennessee
$1.64M +$347K +5,095 +27%

EFAV Hedge Fund Activity: Q3 2020 in Review

519 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q3 2020, worth a combined $6.92B — up 4.3% from $6.63B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EFAV positions and 34 closed out — a net gain of 3 holders — while 177 added to existing stakes and 222 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $89.8M. The largest seller was Ameriprise, cutting an estimated $77.7M.

  • 519 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q3 2020, down from 520 in Q2 2020.
  • Funds reported $6.92B of iShares MSCI EAFE Min Vol Factor ETF stock for Q3 2020, up 4.3% quarter-over-quarter.
  • 37 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q3 2020 and 34 closed out, a net change of +3 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q3 2020 was Fidelity Investments, an estimated $89.8M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q3 2020 was Ameriprise, an estimated $77.7M sold.

Based on aggregated 13F filings for Q3 2020.