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iShares MSCI EAFE Min Vol Factor ETF

533 hedge funds and large institutions have $5.58B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 151 increasing their positions, 237 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,188% more call options, than puts

Call options by funds: $7.76M | Put options by funds: $603K

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

1.61% more ownership

Funds ownership: 66.2%67.81% (+1.6%)

0% more funds holding

Funds holding: 531533 (+2)

3% less capital invested

Capital invested by funds: $5.73B → $5.58B (-$151M)

36% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 237

Holders
533
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
9.33%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.68%
New
47
Increased
151
Reduced
237
Closed
37
Calls
$7.76M
Puts
$603K
Net Calls
+$7.16M
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Change in
Stake
SMG
226
Smart Money Group
Texas
$1.35M -$3.97M -51,088 -74%
GVAG
227
Great Valley Advisor Group
Delaware
$1.34M +$386K +4,968 +39%
AWA
228
Acorn Wealth Advisors
Michigan
$1.34M -$117K -1,513 -8%
HI
229
Harbour Investments
Wisconsin
$1.34M -$101K -1,305 -7%
KCA
230
Karn Couzens & Associates
Connecticut
$1.32M -$51.7K -666 -4%
Susquehanna International Group
231
Susquehanna International Group
Pennsylvania
$1.3M -$7.47M -96,145 -85%
AWMS
232
Advocacy Wealth Management Services
Georgia
$1.29M
SB
233
Strategic Blueprint
Georgia
$1.29M +$40.5K +522 +3%
WB
234
WesBanco Bank
West Virginia
$1.25M -$42.6K -549 -3%
MFW
235
Mosaic Family Wealth
Missouri
$1.22M +$276K +3,549 +28%
KFGK
236
Keystone Financial Group (Kentucky)
Kentucky
$1.22M +$21K +270 +2%
MWM
237
Merriman Wealth Management
Washington
$1.22M -$44.4K -572 -3%
ACA
238
Anchor Capital Advisors
Massachusetts
$1.21M -$2.02M -26,000 -62%
FPS
239
Fieldpoint Private Securities
Connecticut
$1.2M +$1.23M +15,872 +18,895%
CF
240
Centaurus Financial
California
$1.2M -$111K -1,426 -8%
MA
241
MONECO Advisors
Connecticut
$1.2M +$531K +6,844 +76%
CFGS
242
Concourse Financial Group Securities
Alabama
$1.18M -$1.16M -14,946 -49%
EFS
243
Essex Financial Services
Connecticut
$1.15M +$285K +3,671 +32%
GW
244
GW & Wade
Massachusetts
$1.14M +$33K +425 +3%
SAG
245
Spotlight Asset Group
Illinois
$1.14M -$124K -1,598 -10%
BDFN
246
Bond & Devick Financial Network
Minnesota
$1.1M -$179K -2,302 -14%
SC
247
Savant Capital
Illinois
$1.1M -$1.01K -13 -0.1%
SCM
248
Southport Capital Management
Tennessee
$1.09M -$154K -1,989 -12%
KM
249
Kalos Management
Georgia
$1.08M -$1.79K -23 -0.2%
CAG
250
Csenge Advisory Group
Florida
$1.08M +$191K +2,464 +21%

EFAV Hedge Fund Activity: Q3 2021 in Review

533 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q3 2021, worth a combined $5.58B — down 2.6% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EFAV positions and 37 closed out — a net gain of 10 holders — while 151 added to existing stakes and 237 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $48.7M. The largest seller was Bank of America, cutting an estimated $60.4M.

  • 533 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q3 2021, up from 531 in Q2 2021.
  • Funds reported $5.58B of iShares MSCI EAFE Min Vol Factor ETF stock for Q3 2021, down 2.6% quarter-over-quarter.
  • 47 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q3 2021 and 37 closed out, a net change of +10 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q3 2021 was Fidelity Investments, an estimated $48.7M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q3 2021 was Bank of America, an estimated $60.4M sold.

Based on aggregated 13F filings for Q3 2021.