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iShares MSCI EAFE Min Vol Factor ETF
EFAV

576 hedge funds and large institutions have $5.65B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 182 increasing their positions, 208 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

718% more call options, than puts

Call options by funds: $687K | Put options by funds: $84K

128% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 40

8% more funds holding

Funds holding: 533 → 576 (+43)

1.29% more ownership

Funds ownership: 67.81% → 69.1% (+1.3%)

1% more capital invested

Capital invested by funds: $5.58B → $5.65B (+$69.6M)

10% less funds holding in top 10

Funds holding in top 10: 39 → 35 (-4)

13% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 208

Holders
576
Holders Change
+43
Holders Change %
+8.07%
% of All Funds
8.86%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.54%
New
91
Increased
182
Reduced
208
Closed
40
Calls
$687K
Puts
$84K
Net Calls
+$603K
Net Calls Change
-$6.56M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$50.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$24.5M
4
BlackRock
BlackRock
New York
+$14.9M
5
AssetMark Inc
AssetMark Inc
California
+$13.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$33.1M
2
Franklin Resources
Franklin Resources
California
-$24.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$21M
4
Bank of America
Bank of America
North Carolina
-$19.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$16.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
KCA
226
Karn Couzens & Associates
Connecticut
$1.34M -$3.81K -50 -0.3%
RJT
227
Raymond James Trust
Florida
$1.34M +$370K +4,856 +38%
PCMC
228
Private Capital Management (Colorado)
Colorado
$1.33M -$127K -1,668 -9%
JWCA
229
J.W. Cole Advisors
Florida
$1.32M +$1.31M +17,244 New
AWMS
230
Advocacy Wealth Management Services
Georgia
$1.32M – – –
KSWA
231
Kathleen S. Wright Associates
Pennsylvania
$1.3M +$1.3M +17,005 New
SB
232
Strategic Blueprint
Georgia
$1.3M -$16.7K -219 -1%
MAM
233
Madison Asset Management
Wisconsin
$1.25M -$290K -3,805 -19%
ONST
234
Old North State Trust
North Carolina
$1.25M -$446K -5,850 -27%
KFGK
235
Keystone Financial Group (Kentucky)
Kentucky
$1.23M -$9.91K -130 -0.8%
CFGS
236
Concourse Financial Group Securities
Alabama
$1.22M +$23.1K +303 +2%
CAG
237
Curtis Advisory Group
California
$1.22M +$1.21M +15,897 New
EFS
238
Essex Financial Services
Connecticut
$1.22M +$48.5K +636 +4%
MA
239
MONECO Advisors
Connecticut
$1.22M +$60.8K +798 +5%
BAM
240
Belpointe Asset Management
Nevada
$1.22M +$267K +3,499 +28%
WB
241
WesBanco Bank
West Virginia
$1.21M -$59.7K -783 -5%
MWM
242
Merriman Wealth Management
Washington
$1.21M -$29.2K -383 -2%
MFG
243
Monumental Financial Group
Maryland
$1.19M +$495K +6,494 +72%
ACA
244
Anchor Capital Advisors
Massachusetts
$1.19M -$40K -525 -3%
PFA
245
Pathway Financial Advisors
Vermont
$1.17M +$1.22M +16,061 New
KM
246
Kalos Management
Georgia
$1.17M +$84.9K +1,114 +8%
SC
247
Savant Capital
Illinois
$1.11M -$8.77K -115 -0.8%
SMC
248
Smith, Moore & Co
Missouri
$1.09M -$856K -11,229 -44%
TLFA
249
True Link Financial Advisors
California
$1.08M -$1.6K -21 -0.1%
REMPR
250
Roof Eidam Maycock Peralta (REMP)
California
$1.06M – – –
8 9
10
11 12

EFAV Hedge Fund Activity: Q4 2021 in Review

576 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q4 2021, worth a combined $5.65B — up 1.2% from $5.58B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new EFAV positions and 40 closed out — a net gain of 51 holders — while 182 added to existing stakes and 208 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $50.3M. The largest seller was Ameriprise, cutting an estimated $33.1M.

  • 576 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q4 2021, up from 533 in Q3 2021.
  • Funds reported $5.65B of iShares MSCI EAFE Min Vol Factor ETF stock for Q4 2021, up 1.2% quarter-over-quarter.
  • 91 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q4 2021 and 40 closed out, a net change of +51 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q4 2021 was Fidelity Investments, an estimated $50.3M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q4 2021 was Ameriprise, an estimated $33.1M sold.

Based on aggregated 13F filings for Q4 2021.