We are live on ! Find out more
EFAV icon

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
FMWA
251
Forvis Mazars Wealth Advisors
Missouri
$1.58M -$35.1K -516 -2%
FFA
252
Fragasso Financial Advisors
Pennsylvania
$1.57M +$8.64K +127 +0.6%
CBFP
253
Cedar Brook Financial Partners
Ohio
$1.55M -$13.5K -198 -0.9%
PAS
254
Partnervest Advisory Services
California
$1.52M -$116K -1,710 -7%
FHA
255
Flagship Harbor Advisors
Massachusetts
$1.52M +$151K +2,220 +11%
JWCA
256
J.W. Cole Advisors
Florida
$1.52M -$715K -10,510 -32%
CCMG
257
Clark Capital Management Group
Pennsylvania
$1.45M +$1.45M +21,296 New
PCMC
258
Private Capital Management (Colorado)
Colorado
$1.44M -$11.4K -167 -0.8%
PFA
259
Pathway Financial Advisors
Vermont
$1.44M -$3.43M -50,451 -71%
WB
260
WesBanco Bank
West Virginia
$1.4M -$102K -1,499 -7%
DAS
261
Dynamic Advisor Solutions
Arizona
$1.35M +$210K +3,091 +19%
SC
262
Savant Capital
Illinois
$1.34M -$144K -2,109 -10%
IAS
263
IMA Advisory Services
Colorado
$1.34M +$51.4K +755 +4%
TA
264
Townsend & Associates
Colorado
$1.33M +$202K +2,971 +18%
RJT
265
Raymond James Trust
Florida
$1.31M -$241K -3,545 -16%
PS
266
Portfolio Solutions
Michigan
$1.31M
FWP
267
FAS Wealth Partners
Kansas
$1.31M -$235K -3,451 -15%
SAG
268
Spotlight Asset Group
Illinois
$1.31M +$58.3K +857 +5%
GSC
269
G&S Capital
Colorado
$1.24M +$1.24M +18,258 New
SB
270
Strategic Blueprint
Georgia
$1.23M -$42.5K -625 -3%
ONB
271
Old National Bancorp
Indiana
$1.22M -$476K -6,991 -28%
AP
272
Appleton Partners
Massachusetts
$1.21M -$68.1K -1,000 -5%
PPP
273
Private Portfolio Partners
New Jersey
$1.21M -$109K -1,596 -8%
EFS
274
Essex Financial Services
Connecticut
$1.19M +$222K +3,268 +23%
AWMS
275
Advocacy Wealth Management Services
Georgia
$1.17M +$1.17M +17,142 New

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.