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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
EAM
276
Evanson Asset Management
California
$400K -$6.27K -100 -1%
GIA
277
Gladstone Institutional Advisory
Florida
$386K -$54K -861 -11%
WFAG
278
Wescott Financial Advisory Group
Pennsylvania
$377K +$43.8K +699 +12%
BSW
279
Buckingham Strategic Wealth
Missouri
$362K -$96.1K -1,532 -19%
OAM
280
Oak Asset Management
California
$360K +$396K +6,313 New
William Blair & Company
281
William Blair & Company
Illinois
$359K +$13.3K +212 +3%
AAP
282
Arax Advisory Partners
Colorado
$353K -$94.2K -1,502 -20%
MCA
283
Magnolia Capital Advisors
Mississippi
$348K +$3.89K +62 +1%
TB
284
Treynor Bancshares
Iowa
$340K
SW
285
SteelPeak Wealth
California
$333K -$17.1K -272 -4%
MWM
286
Merriman Wealth Management
Washington
$331K -$254K -4,047 -41%
TCPWM
287
Traverso Chambers Private Wealth Management
California
$331K
OWM
288
OneAscent Wealth Management
Alabama
$330K -$117K -1,872 -24%
SIM
289
Stratos Investment Management
Ohio
$324K +$5.08K +81 +1%
JFG
290
JMG Financial Group
Illinois
$321K -$13.7K -219 -4%
NEPWA
291
New England Private Wealth Advisors
Massachusetts
$316K +$376 +6 +0.1%
SWM
292
Spire Wealth Management
Virginia
$313K -$1.26M -20,068 -79%
FP
293
Financial Perspectives
Minnesota
$310K
SIA
294
Sovereign Investment Advisors
Arizona
$310K
AWS
295
AJ Wealth Strategies
New York
$306K
PCA
296
Peddock Capital Advisors
Massachusetts
$303K -$74.9K -1,195 -18%
KCM
297
Kathmere Capital Management
Pennsylvania
$302K -$572K -9,119 -63%
MWM
298
Meridian Wealth Management
Kentucky
$299K -$187K -2,989 -36%
RA
299
Rodgers & Associates
Pennsylvania
$296K
CPA
300
Cardiff Park Advisors
California
$291K -$278K -4,434 -46%

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.