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iShares MSCI EAFE Min Vol Factor ETF

468 hedge funds and large institutions have $5.74B invested in iShares MSCI EAFE Min Vol Factor ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 106 increasing their positions, 219 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 486468 (-18)

5.53% less ownership

Funds ownership: 85.12%79.58% (-5.5%)

9% less capital invested

Capital invested by funds: $6.31B → $5.74B (-$570M)

21% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 52

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

52% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 219

Holders
468
Holders Change
-18
Holders Change %
-3.7%
% of All Funds
6.74%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
41
Increased
106
Reduced
219
Closed
52
Calls
$900K
Puts
Net Calls
+$900K
Net Calls Change
+$567K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
276
Flagship Harbor Advisors
Massachusetts
$349K -$44.2K -635 -11%
GA
277
Goldstein Advisors
Wisconsin
$347K -$21.6K -310 -6%
GWM
278
GDS Wealth Management
Texas
$346K -$35.1K -504 -9%
FFN
279
Focus Financial Network
Minnesota
$341K -$30.1K -433 -8%
NWMG
280
National Wealth Management Group
Ohio
$339K -$8.42K -121 -2%
BF
281
Blankinship & Foster
California
$337K
AWM
282
Apollon Wealth Management
South Carolina
$337K -$40.8K -587 -11%
PFM
283
Peak Financial Management
Massachusetts
$336K -$9.88K -142 -3%
SGI
284
Summit Global Investments
Utah
$328K +$78.6K +1,130 +32%
SPWG
285
Syntegra Private Wealth Group
Missouri
$328K +$9.74K +140 +3%
IAN
286
Integrated Advisors Network
Texas
$327K -$9.18K -132 -3%
E
287
ETFidea
New York
$325K
AAP
288
Arax Advisory Partners
Colorado
$324K -$33.5K -481 -10%
CFGS
289
Concourse Financial Group Securities
Alabama
$321K -$31.1K -447 -9%
GFWA
290
Grey Fox Wealth Advisors
Delaware
$321K -$1.25K -18 -0.4%
AFG
291
Atomi Financial Group
New York
$320K +$835 +12 +0.3%
RG
292
Retirement Group
California
$319K -$37.2K -535 -11%
GGS
293
Galvin Gaustad & Stein
Arizona
$314K -$15.3K -220 -5%
NW
294
NewEdge Wealth
Pennsylvania
$314K
SCA
295
Sage Capital Advisors
South Dakota
$313K
HNWAG
296
High Net Worth Advisory Group
Florida
$309K
ANTB
297
AMG National Trust Bank
Colorado
$308K
PFA
298
Pathway Financial Advisors
Vermont
$307K -$69.1K -993 -19%
GIA
299
Gladstone Institutional Advisory
Florida
$307K -$60K -862 -17%
ACA
300
Ackerman Capital Advisors
Texas
$305K

EFAV Hedge Fund Activity: Q1 2024 in Review

468 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q1 2024, worth a combined $5.74B — down 9% from $6.31B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of EFAV and 41 opened new positions — a net loss of 11 holders — while 219 trimmed existing stakes and 106 added.

The largest buyer was Jane Street, adding an estimated $191M. The largest seller was Envestnet Asset Management, cutting an estimated $198M.

  • 468 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q1 2024, down from 486 in Q4 2023.
  • Funds reported $5.74B of iShares MSCI EAFE Min Vol Factor ETF stock for Q1 2024, down 9% quarter-over-quarter.
  • 41 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q1 2024 and 52 closed out, a net change of -11 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q1 2024 was Jane Street, an estimated $191M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q1 2024 was Envestnet Asset Management, an estimated $198M sold.

Based on aggregated 13F filings for Q1 2024.