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iShares MSCI EAFE Min Vol Factor ETF

548 hedge funds and large institutions have $6.76B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 186 increasing their positions, 226 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,006% more call options, than puts

Call options by funds: $6.37M | Put options by funds: $205K

1.02% more ownership

Funds ownership: 64.02%65.04% (+1%)

3% less funds holding

Funds holding: 563548 (-15)

4% less funds holding in top 10

Funds holding in top 10: 8985 (-4)

11% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 90

18% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 226

19% less capital invested

Capital invested by funds: $8.39B → $6.76B (-$1.63B)

Holders
548
Holders Change
-15
Holders Change %
-2.66%
% of All Funds
12.08%
Holding in Top 10
85
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.49%
% of All Funds
1.87%
New
80
Increased
186
Reduced
226
Closed
90
Calls
$6.37M
Puts
$205K
Net Calls
+$6.16M
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
251
Trust Company
Kansas
$1.56M -$519K -7,382 -23%
KWM
252
Kingsview Wealth Management
Oregon
$1.55M +$943K +13,417 +117%
BFA
253
Beacon Financial Advisory
Ohio
$1.53M +$45K +640 +3%
SAM
254
Sawgrass Asset Management
Florida
$1.5M -$206K -2,938 -11%
FMWA
255
Forvis Mazars Wealth Advisors
Missouri
$1.5M -$298K -4,235 -15%
SHWM
256
Silicon Hills Wealth Management
Texas
$1.5M +$1.68M +23,930 +11,079%
VFM
257
Vivid Financial Management
California
$1.5M +$1.69M +24,111 New
FT
258
Fiduciary Trust
Massachusetts
$1.49M +$1.69M +24,012 New
FA
259
FMA Advisory
Pennsylvania
$1.49M -$406K -5,776 -19%
WB
260
WesBanco Bank
West Virginia
$1.46M -$1.74M -24,748 -51%
1WA
261
180 Wealth Advisors
Washington
$1.46M -$114K -1,627 -6%
PAS
262
Partnervest Advisory Services
California
$1.44M -$303K -4,307 -16%
RJT
263
Raymond James Trust
Florida
$1.42M +$171K +2,440 +12%
VWA
264
Visionary Wealth Advisors
Illinois
$1.41M +$104K +1,481 +7%
SWM
265
SVA Wealth Management
Wisconsin
$1.4M +$441K +6,270 +39%
CBFP
266
Cedar Brook Financial Partners
Ohio
$1.39M -$145K -2,067 -8%
AP
267
Appleton Partners
Massachusetts
$1.37M -$62.2K -885 -4%
NP
268
NorthRock Partners
Minnesota
$1.35M -$1.25M -17,792 -45%
Citigroup
269
Citigroup
New York
$1.33M -$3.36M -47,889 -69%
PP
270
PagnatoKarp Partners
Virginia
$1.32M +$49K +697 +3%
AFP
271
Ausdal Financial Partners
Iowa
$1.3M +$326K +4,643 +29%
FFA
272
Fragasso Financial Advisors
Pennsylvania
$1.26M -$166K -2,366 -10%
MWM
273
Merriman Wealth Management
Washington
$1.24M -$61.8K -880 -4%
KM
274
Kalos Management
Georgia
$1.24M +$21K +299 +2%
PPP
275
Private Portfolio Partners
New Jersey
$1.23M +$936K +13,323 +205%

EFAV Hedge Fund Activity: Q1 2020 in Review

548 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q1 2020, worth a combined $6.76B — down 19% from $8.39B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of EFAV and 80 opened new positions — a net loss of 10 holders — while 226 trimmed existing stakes and 186 added.

The largest buyer was Victory Capital Management, adding an estimated $149M. The largest seller was Fidelity Investments, cutting an estimated $143M.

  • 548 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q1 2020, down from 563 in Q4 2019.
  • Funds reported $6.76B of iShares MSCI EAFE Min Vol Factor ETF stock for Q1 2020, down 19% quarter-over-quarter.
  • 80 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q1 2020 and 90 closed out, a net change of -10 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q1 2020 was Victory Capital Management, an estimated $149M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q1 2020 was Fidelity Investments, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2020.