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iShares MSCI EAFE Min Vol Factor ETF

563 hedge funds and large institutions have $8.39B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 238 increasing their positions, 126 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,258% more call options, than puts

Call options by funds: $7.92M | Put options by funds: $336K

555% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 22

89% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 126

35% more funds holding in top 10

Funds holding in top 10: 6689 (+23)

25% more funds holding

Funds holding: 450563 (+113)

14% more capital invested

Capital invested by funds: $7.36B → $8.39B (+$1.03B)

2.83% more ownership

Funds ownership: 61.19%64.02% (+2.8%)

Holders
563
Holders Change
+113
Holders Change %
+25.11%
% of All Funds
11.09%
Holding in Top 10
89
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+34.85%
% of All Funds
1.75%
New
144
Increased
238
Reduced
126
Closed
22
Calls
$7.92M
Puts
$336K
Net Calls
+$7.59M
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
ONB
251
Old National Bancorp
Indiana
$2.27M -$3.88K -52 -0.2%
Cetera Investment Advisers
252
Cetera Investment Advisers
Illinois
$2.25M +$340K +4,562 +18%
MFS
253
Madrona Financial Services
Washington
$2.24M +$17.2K +231 +0.8%
FA
254
FMA Advisory
Pennsylvania
$2.22M -$24.6K -330 -1%
FC
255
Ferris Capital
Massachusetts
$2.18M -$272K -3,647 -11%
AIM
256
Anchor Investment Management
South Carolina
$2.15M +$4.92K +66 +0.2%
FMWA
257
Forvis Mazars Wealth Advisors
Missouri
$2.12M +$24K +322 +1%
NA
258
NewEdge Advisors
Louisiana
$2.08M +$782K +10,494 +60%
BC
259
Brinker Capital
Pennsylvania
$2.08M -$185K -2,479 -8%
FTS
260
Fifth Third Securities
Ohio
$2.07M +$237K +3,185 +13%
PAS
261
Partnervest Advisory Services
California
$2.04M -$146K -1,966 -7%
HFA
262
Hoover Financial Advisors
Pennsylvania
$2.03M +$2.03M +27,275 New
ASN
263
Advisory Services Network
Georgia
$2.03M +$1.1M +14,716 +118%
APCM
264
Alaska Permanent Capital Management
Alaska
$2.03M +$2.03M +27,210 New
SAM
265
Sawgrass Asset Management
Florida
$2.02M +$103K +1,380 +5%
SP
266
Symmetry Partners
Connecticut
$1.98M
1WA
267
180 Wealth Advisors
Washington
$1.93M -$155K -2,079 -8%
MWP
268
MYCIO Wealth Partners
Pennsylvania
$1.93M +$22.3K +299 +1%
TI
269
tru Independence
Oregon
$1.89M +$2.27M +30,405 New
SFS
270
Sowell Financial Services
Arkansas
$1.88M +$53.7K +721 +3%
CBFP
271
Cedar Brook Financial Partners
Ohio
$1.83M +$139K +1,872 +8%
BFA
272
Beacon Financial Advisory
Ohio
$1.8M +$1.8M +24,100 New
FHC
273
First Heartland Consultants
Missouri
$1.79M +$51K +685 +3%
FWP
274
FAS Wealth Partners
Kansas
$1.77M +$60.3K +809 +4%
GTAM
275
Global Trust Asset Management
Florida
$1.75M -$36.4K -488 -2%

EFAV Hedge Fund Activity: Q4 2019 in Review

563 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q4 2019, worth a combined $8.39B — up 14% from $7.36B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new EFAV positions and 22 closed out — a net gain of 122 holders — while 238 added to existing stakes and 126 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $74.9M. The largest seller was Victory Capital Management, cutting an estimated $46.6M.

  • 563 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q4 2019, up from 450 in Q3 2019.
  • Funds reported $8.39B of iShares MSCI EAFE Min Vol Factor ETF stock for Q4 2019, up 14% quarter-over-quarter.
  • 144 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q4 2019 and 22 closed out, a net change of +122 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q4 2019 was Susquehanna International Group, an estimated $74.9M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q4 2019 was Victory Capital Management, an estimated $46.6M sold.

Based on aggregated 13F filings for Q4 2019.