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iShares MSCI EAFE Min Vol Factor ETF

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: 533576 (+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: 3935 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
251
Franklin Resources
California
$1.05M -$24.9M -327,128 -96%
FFS
252
Founders Financial Securities
Maryland
$1.03M +$47.2K +619 +5%
BDFN
253
Bond & Devick Financial Network
Minnesota
$1.03M -$92.2K -1,210 -8%
PAS
254
Park Avenue Securities
New York
$1.02M -$23.2K -304 -2%
BBW
255
Blue Barn Wealth
Utah
$1.02M +$24.5K +322 +2%
CAM
256
Cresset Asset Management
Illinois
$1.02M +$1.01M +13,312 New
AP
257
Appleton Partners
Massachusetts
$1M -$4.73K -62 -0.5%
WF
258
Warner Financial
Maryland
$998K +$991K +13,000 New
CFFP
259
Center for Financial Planning
Michigan
$983K -$109K -1,425 -10%
E
260
ETFidea
New York
$981K +$974K +12,772 New
PPW
261
Pinnacle Private Wealth
Massachusetts
$980K +$973K +12,760 New
WIA
262
World Investment Advisors
California
$975K +$76 +1 +0%
CF
263
Centaurus Financial
California
$970K -$250K -3,285 -21%
CCMG
264
Clark Capital Management Group
Pennsylvania
$964K +$958K +12,562 New
PPP
265
Private Portfolio Partners
New Jersey
$958K -$43.3K -568 -4%
PFS
266
Prospera Financial Services
Texas
$945K -$44.7K -586 -5%
DWM
267
Dakota Wealth Management
Florida
$943K
FC
268
Ferris Capital
Massachusetts
$929K -$22.2K -291 -2%
T
269
TCWP
Ohio
$915K +$909K +11,920 New
CA
270
CGN Advisors
Kansas
$910K +$146K +1,917 +19%
BWM
271
BCGM Wealth Management
Indiana
$909K -$19.2K -252 -2%
CAG
272
Csenge Advisory Group
Florida
$900K -$188K -2,464 -17%
CNBTD
273
Citizens National Bank Trust Department
Mississippi
$883K +$77.4K +1,015 +10%
HNWAG
274
High Net Worth Advisory Group
Florida
$868K +$862K +11,306 New
ASN
275
Advisory Services Network
Georgia
$848K +$47K +617 +6%

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.