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iShares MSCI EAFE Min Vol Factor ETF

533 hedge funds and large institutions have $5.58B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 151 increasing their positions, 237 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,188% more call options, than puts

Call options by funds: $7.76M | Put options by funds: $603K

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

1.61% more ownership

Funds ownership: 66.2%67.81% (+1.6%)

0% more funds holding

Funds holding: 531533 (+2)

3% less capital invested

Capital invested by funds: $5.73B → $5.58B (-$151M)

36% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 237

Holders
533
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
9.33%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.68%
New
47
Increased
151
Reduced
237
Closed
37
Calls
$7.76M
Puts
$603K
Net Calls
+$7.16M
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
276
Mascoma Wealth Management
New Hampshire
$812K -$15.5K -200 -2%
IAN
277
Integrated Advisors Network
Texas
$812K +$26.8K +345 +3%
FWP
278
FAS Wealth Partners
Kansas
$810K -$82.2K -1,058 -9%
HB
279
Homrich & Berg
Georgia
$798K -$106K -1,362 -11%
ECM
280
Evergreen Capital Management
Washington
$798K +$8.23K +106 +1%
CNBTD
281
Citizens National Bank Trust Department
Mississippi
$790K -$2.56K -33 -0.3%
WI
282
WrapManager Inc
California
$787K +$2.8K +36 +0.3%
ASN
283
Advisory Services Network
Georgia
$786K -$20.9K -269 -3%
SW
284
SteelPeak Wealth
California
$783K +$807K +10,398 New
SSC
285
Syverson Strege & Co
Iowa
$780K -$87.1K -1,122 -10%
PCA
286
Pallas Capital Advisors
Massachusetts
$777K -$29.4K -378 -4%
DWM
287
Defined Wealth Management
Oregon
$763K +$11.2K +144 +1%
GPA
288
Guidance Point Advisors
Massachusetts
$762K
BSW
289
Buckingham Strategic Wealth
Missouri
$758K -$932 -12 -0.1%
CA
290
CGN Advisors
Kansas
$749K +$142K +1,829 +23%
SIA
291
Soltis Investment Advisors
Utah
$748K -$5.05K -65 -0.7%
SC
292
Scotia Capital
Ontario, Canada
$741K +$157K +2,028 +26%
PIA
293
Pinion Investment Advisors
Kansas
$738K +$40.8K +525 +6%
PP
294
PDS Planning
Ohio
$735K -$8.15K -105 -1%
BDF
295
Black Diamond Financial
Maryland
$709K -$106K -1,360 -13%
OIA
296
OneDigital Investment Advisors
Kansas
$705K +$164K +2,109 +29%
PB
297
Pinnacle Bancorp
Nebraska
$704K +$24.5K +315 +3%
5L
298
55I LLC
Massachusetts
$701K -$521K -6,705 -42%
BOPW
299
Brandywine Oak Private Wealth
Pennsylvania
$698K
FCIM
300
Fairview Capital Investment Management
California
$689K -$7.76K -100 -1%

EFAV Hedge Fund Activity: Q3 2021 in Review

533 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q3 2021, worth a combined $5.58B — down 2.6% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EFAV positions and 37 closed out — a net gain of 10 holders — while 151 added to existing stakes and 237 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $48.7M. The largest seller was Bank of America, cutting an estimated $60.4M.

  • 533 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q3 2021, up from 531 in Q2 2021.
  • Funds reported $5.58B of iShares MSCI EAFE Min Vol Factor ETF stock for Q3 2021, down 2.6% quarter-over-quarter.
  • 47 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q3 2021 and 37 closed out, a net change of +10 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q3 2021 was Fidelity Investments, an estimated $48.7M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q3 2021 was Bank of America, an estimated $60.4M sold.

Based on aggregated 13F filings for Q3 2021.