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iShares MSCI EAFE Min Vol Factor ETF

563 hedge funds and large institutions have $8.39B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 238 increasing their positions, 126 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,258% more call options, than puts

Call options by funds: $7.92M | Put options by funds: $336K

555% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 22

89% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 126

35% more funds holding in top 10

Funds holding in top 10: 6689 (+23)

25% more funds holding

Funds holding: 450563 (+113)

14% more capital invested

Capital invested by funds: $7.36B → $8.39B (+$1.03B)

2.83% more ownership

Funds ownership: 61.19%64.02% (+2.8%)

Holders
563
Holders Change
+113
Holders Change %
+25.11%
% of All Funds
11.09%
Holding in Top 10
89
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+34.85%
% of All Funds
1.75%
New
144
Increased
238
Reduced
126
Closed
22
Calls
$7.92M
Puts
$336K
Net Calls
+$7.59M
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
BJ
301
Brouwer & Janachowski
California
$1.22M -$30.8K -414 -2%
SWM
302
SVA Wealth Management
Wisconsin
$1.21M +$1.21M +16,272 New
WB
303
Webster Bank
Connecticut
$1.21M
AFP
304
Ausdal Financial Partners
Iowa
$1.18M +$285K +3,820 +32%
IP
305
Investment Partners
Ohio
$1.18M +$920K +12,340 +352%
Prudential Financial
306
Prudential Financial
New Jersey
$1.14M +$188K +2,523 +20%
LNB
307
Ledyard National Bank
$1.13M +$1.13M +15,208 New
SAG
308
Spotlight Asset Group
Illinois
$1.13M +$1.33M +17,798 New
ACG
309
Allen Capital Group
Nebraska
$1.13M +$92.5K +1,242 +9%
OMC
310
Old Mission Capital
Illinois
$1.12M +$1.12M +14,977 New
GLR
311
Great Lakes Retirement
Ohio
$1.07M +$1.07M +14,396 New
BRWA
312
B. Riley Wealth Advisors
Florida
$1.07M +$101K +1,355 +10%
FA
313
Faithward Advisors
Pennsylvania
$1.06M -$75.3K -1,011 -7%
EVM
314
Eaton Vance Management
Massachusetts
$1.05M -$894 -12 -0.1%
TA
315
Townsend & Associates
Colorado
$1.02M +$75K +1,006 +8%
FCIM
316
Fairview Capital Investment Management
California
$1.02M
9WM
317
9258 Wealth Management
Ohio
$1.02M +$1.02M +13,641 New
PCMC
318
Private Capital Management (Colorado)
Colorado
$992K
BDF
319
Black Diamond Financial
Maryland
$987K -$345K -4,627 -26%
IAN
320
Integrated Advisors Network
Texas
$981K +$980K +13,155 New
AWM
321
AE Wealth Management
Kansas
$971K +$521K +6,987 +116%
TFS
322
Thoroughbred Financial Services
Tennessee
$962K +$52.2K +700 +6%
BAM
323
Belpointe Asset Management
Nevada
$957K +$470K +6,307 +97%
FP
324
Fiduciary Planning
Florida
$947K +$942K +12,638 New
BF
325
BOK Financial
Oklahoma
$941K +$15.1K +202 +2%

EFAV Hedge Fund Activity: Q4 2019 in Review

563 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q4 2019, worth a combined $8.39B — up 14% from $7.36B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new EFAV positions and 22 closed out — a net gain of 122 holders — while 238 added to existing stakes and 126 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $74.9M. The largest seller was Victory Capital Management, cutting an estimated $46.6M.

  • 563 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q4 2019, up from 450 in Q3 2019.
  • Funds reported $8.39B of iShares MSCI EAFE Min Vol Factor ETF stock for Q4 2019, up 14% quarter-over-quarter.
  • 144 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q4 2019 and 22 closed out, a net change of +122 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q4 2019 was Susquehanna International Group, an estimated $74.9M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q4 2019 was Victory Capital Management, an estimated $46.6M sold.

Based on aggregated 13F filings for Q4 2019.