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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
SHWM
276
Silicon Hills Wealth Management
Texas
$1.13M -$224K -3,287 -17%
NFG
277
Next Financial Group
Texas
$1.12M -$201K -2,955 -15%
IAN
278
Integrated Advisors Network
Texas
$1.12M +$50K +735 +5%
KM
279
Kalos Management
Georgia
$1.11M -$28.5K -419 -3%
WB
280
Webster Bank
Connecticut
$1.1M
FC
281
Ferris Capital
Massachusetts
$1.1M -$74K -1,087 -6%
AC
282
Apella Capital
Connecticut
$1.08M +$147K +2,160 +16%
SG
283
StoneX Group
New York
$1.08M -$3.27K -48 -0.3%
MWM
284
Merriman Wealth Management
Washington
$1.06M -$47.6K -699 -4%
BJ
285
Brouwer & Janachowski
California
$1.06M -$12.1K -178 -1%
PP
286
PDS Planning
Ohio
$1.02M -$2.18K -32 -0.2%
ACG
287
Allen Capital Group
Nebraska
$1.02M +$61.4K +902 +7%
BAM
288
Belpointe Asset Management
Nevada
$1.02M +$327K +4,800 +47%
PCFFS
289
Pacific Center for Financial Services
California
$955K -$178K -2,620 -16%
9WM
290
9258 Wealth Management
Ohio
$924K -$7.62K -112 -0.8%
BIAS
291
Beacon Investment Advisory Services
New Jersey
$905K -$3.2M -46,999 -78%
SW
292
StrongBox Wealth
Missouri
$878K -$171K -2,516 -16%
DACG
293
Donor Advised Charitable Giving
California
$878K -$38.8K -570 -4%
CFFP
294
Center for Financial Planning
Michigan
$863K +$847K +12,440 +5,529%
FCIM
295
Fairview Capital Investment Management
California
$855K +$6.81K +100 +0.8%
ECM
296
Evergreen Capital Management
Washington
$830K +$114K +1,675 +16%
AIP
297
Ameritas Investment Partners
Nebraska
$828K -$20.9K -307 -2%
M&T Bank
298
M&T Bank
New York
$827K -$90.7K -1,333 -10%
ASN
299
Advisory Services Network
Georgia
$825K -$1.38M -20,236 -63%
DP
300
Denver PWM
Colorado
$820K -$110K -1,623 -12%

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.