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iShares MSCI EAFE Min Vol Factor ETF

467 hedge funds and large institutions have $5.33B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 117 increasing their positions, 226 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more capital invested

Capital invested by funds: $3.93B → $5.33B (+$1.4B)

16.05% more ownership

Funds ownership: 67.5%83.55% (+16%)

10% less funds holding

Funds holding: 521467 (-54)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

48% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 226

59% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 76

Holders
467
Holders Change
-54
Holders Change %
-10.36%
% of All Funds
8.04%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.4%
New
31
Increased
117
Reduced
226
Closed
76
Calls
$192K
Puts
Net Calls
+$192K
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Change in
Stake
WF
251
Warner Financial
Maryland
$510K
EFS
252
Essex Financial Services
Connecticut
$500K -$61.5K -981 -10%
PIMG
253
Patriot Investment Management Group
Tennessee
$498K +$72.9K +1,163 +15%
SG
254
StoneX Group
New York
$497K -$245K -3,903 -31%
OIA
255
OneDigital Investment Advisors
Kansas
$494K -$20.4K -325 -4%
ONB
256
Old National Bancorp
Indiana
$483K -$57.8K -922 -10%
IA
257
IFG Advisory
Georgia
$480K +$3.83K +61 +0.7%
PP
258
PDS Planning
Ohio
$479K -$94.4K -1,506 -15%
PA
259
Prism Advisors
California
$478K -$4.35M -69,386 -89%
CNBTD
260
Citizens National Bank Trust Department
Mississippi
$474K -$45.5K -725 -8%
FFS
261
Founders Financial Securities
Maryland
$473K -$92.9K -1,482 -15%
AWA
262
Alta Wealth Advisors
Massachusetts
$473K -$1.88K -30 -0.4%
PCA
263
Pallas Capital Advisors
Massachusetts
$467K -$99.3K -1,583 -16%
SSC
264
Syverson Strege & Co
Iowa
$465K -$25.3K -403 -5%
WWA
265
WCG Wealth Advisors
Nevada
$462K +$508K +8,100 New
FHA
266
Flagship Harbor Advisors
Massachusetts
$460K +$4.83K +77 +1%
FFN
267
Focus Financial Network
Minnesota
$455K -$284K -4,523 -36%
PCFFS
268
Pacific Center for Financial Services
California
$443K
CF
269
Centaurus Financial
California
$441K -$61.4K -979 -11%
PWM
270
Penobscot Wealth Management
Maine
$438K
BWL
271
Bogart Wealth LLC
Virginia
$428K
HI
272
Harbour Investments
Wisconsin
$408K
AAS
273
Ameritas Advisory Services
Nebraska
$407K -$16.4K -261 -4%
GW
274
GW & Wade
Massachusetts
$402K -$123K -1,962 -22%
WWM
275
Western Wealth Management
Colorado
$401K +$94.6K +1,508 +27%

EFAV Hedge Fund Activity: Q3 2022 in Review

467 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q3 2022, worth a combined $5.33B — up 36% from $3.93B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of EFAV and 31 opened new positions — a net loss of 45 holders — while 226 trimmed existing stakes and 117 added.

The largest buyer was Bank of America, adding an estimated $2.1B. The largest seller was Jane Street, cutting an estimated $71.8M.

  • 467 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q3 2022, down from 521 in Q2 2022.
  • Funds reported $5.33B of iShares MSCI EAFE Min Vol Factor ETF stock for Q3 2022, up 36% quarter-over-quarter.
  • 31 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q3 2022 and 76 closed out, a net change of -45 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q3 2022 was Bank of America, an estimated $2.1B added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q3 2022 was Jane Street, an estimated $71.8M sold.

Based on aggregated 13F filings for Q3 2022.