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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
PFS
276
Prospera Financial Services
Texas
$1.72M +$837K +11,233 +95%
AP
277
Appleton Partners
Massachusetts
$1.71M -$101K -1,361 -6%
FFA
278
Fragasso Financial Advisors
Pennsylvania
$1.7M -$62.6K -840 -4%
IWS
279
Insight Wealth Strategies
California
$1.67M +$1.24M +16,632 +291%
SG
280
StoneX Group
New York
$1.6M +$1.6M +21,454 New
DAS
281
Dynamic Advisor Solutions
Arizona
$1.59M -$39.3K -527 -2%
PWM
282
Provident Wealth Management
Tennessee
$1.59M +$1.59M +21,389 New
VWA
283
Visionary Wealth Advisors
Illinois
$1.58M +$1.58M +21,241 New
FHA
284
Flagship Harbor Advisors
Massachusetts
$1.58M +$289K +3,875 +22%
MWM
285
Merriman Wealth Management
Washington
$1.55M +$21.1K +283 +1%
PP
286
PagnatoKarp Partners
Virginia
$1.53M +$46.3K +621 +3%
CAC
287
Certified Advisory Corp
Florida
$1.53M +$295K +3,953 +24%
RJT
288
Raymond James Trust
Florida
$1.52M -$23.2K -311 -2%
NFG
289
Next Financial Group
Texas
$1.51M +$48.4K +650 +3%
PCA
290
Peddock Capital Advisors
Massachusetts
$1.44M +$17.1K +230 +1%
Creative Planning
291
Creative Planning
Kansas
$1.44M -$44K -591 -3%
CBT
292
Central Bank & Trust
Kentucky
$1.43M -$965K -12,952 -40%
FAIM
293
Financial Advocates Investment Management
Washington
$1.42M -$6.12M -82,106 -81%
KM
294
Kalos Management
Georgia
$1.4M -$144K -1,939 -9%
BFO
295
Biltmore Family Office
North Carolina
$1.39M +$1.94K +26 +0.1%
BAC
296
Boys Arnold & Co
North Carolina
$1.37M -$33.8K -453 -2%
PP
297
PDS Planning
Ohio
$1.37M +$10.5K +141 +0.8%
CFD
298
Creative Financial Designs
Indiana
$1.32M -$504K -6,763 -28%
B
299
Bridgeworth
Alabama
$1.26M -$146K -1,959 -10%
FFN
300
Focus Financial Network
Minnesota
$1.23M +$32.3K +434 +3%

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.