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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
FHA
301
Flagship Harbor Advisors
Massachusetts
$721K -$1.38M -18,107 -66%
PCA
302
Pallas Capital Advisors
Massachusetts
$712K -$22.6K -296 -3%
BOPW
303
Brandywine Oak Private Wealth
Pennsylvania
$711K
TPWM
304
Twelve Points Wealth Management
Massachusetts
$710K +$705K +9,242 New
FCIM
305
Fairview Capital Investment Management
California
$702K
IAN
306
Integrated Advisors Network
Texas
$701K -$126K -1,648 -15%
HWM
307
HB Wealth Management
Georgia
$696K +$691K +9,060 New
PB
308
Pinnacle Bancorp
Nebraska
$667K -$49.7K -652 -7%
CL
309
COWA LLC
Oklahoma
$666K +$20K +262 +3%
MCA
310
Magnolia Capital Advisors
Mississippi
$647K -$35K -459 -5%
5L
311
55I LLC
Massachusetts
$644K -$69.8K -916 -10%
SWP
312
Summit Wealth Partners
Florida
$641K +$9.3K +122 +1%
SC
313
Scotia Capital
Ontario, Canada
$638K -$116K -1,523 -15%
Citigroup
314
Citigroup
New York
$633K +$1.37K +18 +0.2%
AWA
315
Alta Wealth Advisors
Massachusetts
$633K +$11.1K +146 +2%
FMWA
316
Forvis Mazars Wealth Advisors
Missouri
$630K -$31.2K -409 -5%
TWM
317
Titus Wealth Management
California
$622K
OAM
318
Oak Asset Management
California
$604K -$62.5K -820 -9%
EL
319
EMFO LLC
Florida
$598K
NFG
320
Next Financial Group
Texas
$594K -$86.5K -1,135 -13%
HI
321
Harbour Investments
Wisconsin
$593K -$765K -10,038 -57%
HFA
322
High Falls Advisors
New York
$587K -$66.3K -870 -10%
IA
323
IFG Advisory
Georgia
$582K -$2.9K -38 -0.5%
BWL
324
Bogart Wealth LLC
Virginia
$576K
PIMG
325
Patriot Investment Management Group
Tennessee
$576K +$152 +2 +0%

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.