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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
AWM
276
AE Wealth Management
Kansas
$847K -$18.5K -243 -2%
FTUS
277
Flow Traders U.S.
New York
$844K -$2.18M -28,597 -72%
AIP
278
Ameritas Investment Partners
Nebraska
$843K +$305 +4 +0%
MWM
279
Mascoma Wealth Management
New Hampshire
$827K
SIA
280
Soltis Investment Advisors
Utah
$827K +$63.9K +838 +8%
BDF
281
Black Diamond Financial
Maryland
$827K +$104K +1,360 +14%
DWM
282
Defined Wealth Management
Oregon
$821K +$43.6K +572 +6%
PCFFS
283
Pacific Center for Financial Services
California
$817K -$99.4K -1,304 -11%
FWP
284
FAS Wealth Partners
Kansas
$816K -$9.53K -125 -1%
ECM
285
Evergreen Capital Management
Washington
$814K +$839 +11 +0.1%
PIA
286
Pinion Investment Advisors
Kansas
$801K +$49.4K +648 +7%
AWC
287
Adamsbrown Wealth Consultants
Kansas
$800K +$794K +10,422 New
SG
288
StoneX Group
New York
$799K -$43.7K -573 -5%
PWM
289
Penobscot Wealth Management
Maine
$799K -$29K -381 -4%
WI
290
WrapManager Inc
California
$799K -$3.28K -43 -0.4%
SSC
291
Syverson Strege & Co
Iowa
$798K +$3.51K +46 +0.4%
GPA
292
Guidance Point Advisors
Massachusetts
$782K +$5.34K +70 +0.7%
BSW
293
Buckingham Strategic Wealth
Missouri
$772K
OIA
294
OneDigital Investment Advisors
Kansas
$760K +$41.5K +545 +6%
GWM
295
GDS Wealth Management
Texas
$758K +$752K +9,868 New
PP
296
PDS Planning
Ohio
$755K +$5.57K +73 +0.7%
SW
297
SteelPeak Wealth
California
$754K -$44.1K -578 -6%
William Blair & Company
298
William Blair & Company
Illinois
$743K +$192K +2,520 +35%
GW
299
GW & Wade
Massachusetts
$725K -$435K -5,705 -38%
CPA
300
Cardiff Park Advisors
California
$725K +$720K +9,439 New

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.