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iShares MSCI EAFE Min Vol Factor ETF

548 hedge funds and large institutions have $6.76B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 186 increasing their positions, 226 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,006% more call options, than puts

Call options by funds: $6.37M | Put options by funds: $205K

1.02% more ownership

Funds ownership: 64.02%65.04% (+1%)

3% less funds holding

Funds holding: 563548 (-15)

4% less funds holding in top 10

Funds holding in top 10: 8985 (-4)

11% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 90

18% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 226

19% less capital invested

Capital invested by funds: $8.39B → $6.76B (-$1.63B)

Holders
548
Holders Change
-15
Holders Change %
-2.66%
% of All Funds
12.08%
Holding in Top 10
85
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.49%
% of All Funds
1.87%
New
80
Increased
186
Reduced
226
Closed
90
Calls
$6.37M
Puts
$205K
Net Calls
+$6.16M
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
BDF
301
Black Diamond Financial
Maryland
$890K +$77.3K +1,100 +8%
TFS
302
Thoroughbred Financial Services
Tennessee
$879K +$89.2K +1,269 +10%
SW
303
StrongBox Wealth
Missouri
$874K +$990K +14,092 New
PP
304
Prudential plc
United Kingdom
$871K +$190K +2,700 +24%
GLR
305
Great Lakes Retirement
Ohio
$853K -$50K -711 -5%
FA
306
Faithward Advisors
Pennsylvania
$844K -$47.2K -672 -5%
EVM
307
Eaton Vance Management
Massachusetts
$842K -$40K -569 -4%
DACG
308
Donor Advised Charitable Giving
California
$825K +$117K +1,666 +14%
SG
309
StoneX Group
New York
$820K -$580K -8,252 -38%
DP
310
Denver PWM
Colorado
$817K +$222K +3,156 +30%
NEPWA
311
New England Private Wealth Advisors
Massachusetts
$798K -$1.93M -27,438 -68%
HI
312
Horizon Investments
North Carolina
$795K -$34.3M -487,459 -97%
IAS
313
IMA Advisory Services
Colorado
$793K +$144K +2,044 +19%
PFS
314
Prospera Financial Services
Texas
$783K -$731K -10,406 -45%
B
315
Bridgeworth
Alabama
$774K -$310K -4,413 -26%
BF
316
BOK Financial
Oklahoma
$769K -$15.5K -221 -2%
Koshinski Asset Management
317
Koshinski Asset Management
Illinois
$763K +$864K +12,296 New
AIP
318
Ameritas Investment Partners
Nebraska
$756K +$59.9K +853 +8%
SCA
319
Snowden Capital Advisors
New York
$743K +$842K +11,982 New
BFO
320
Biltmore Family Office
North Carolina
$726K -$492K -7,000 -37%
MFW
321
Mosaic Family Wealth
Missouri
$720K -$28.2K -402 -3%
AC
322
Apella Capital
Connecticut
$716K +$811K +11,541 New
CCFM
323
Clear Creek Financial Management
Washington
$711K +$781K +11,109 New
JWM
324
Janiczek Wealth Management
Colorado
$698K +$790K +11,242 New
JIP
325
Jaffetilchin Investment Partners
Florida
$683K +$51.9K +738 +7%

EFAV Hedge Fund Activity: Q1 2020 in Review

548 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q1 2020, worth a combined $6.76B — down 19% from $8.39B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of EFAV and 80 opened new positions — a net loss of 10 holders — while 226 trimmed existing stakes and 186 added.

The largest buyer was Victory Capital Management, adding an estimated $149M. The largest seller was Fidelity Investments, cutting an estimated $143M.

  • 548 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q1 2020, down from 563 in Q4 2019.
  • Funds reported $6.76B of iShares MSCI EAFE Min Vol Factor ETF stock for Q1 2020, down 19% quarter-over-quarter.
  • 80 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q1 2020 and 90 closed out, a net change of -10 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q1 2020 was Victory Capital Management, an estimated $149M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q1 2020 was Fidelity Investments, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2020.