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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
SW
326
SteelPeak Wealth
California
$899K +$899K +12,065 New
MFW
327
Mosaic Family Wealth
Missouri
$894K +$29.5K +396 +3%
CWM
328
Cordatus Wealth Management
Pennsylvania
$872K +$13.1K +176 +2%
DACG
329
Donor Advised Charitable Giving
California
$867K +$17.7K +237 +2%
JCM
330
Jacobi Capital Management
Pennsylvania
$859K -$17.4K -234 -2%
KWM
331
Kingsview Wealth Management
Oregon
$858K +$223K +2,986 +35%
CCG
332
Cypress Capital Group
Florida
$851K -$135K -1,810 -14%
PS
333
Portfolio Solutions
Michigan
$847K +$846K +11,357 New
PP
334
Prudential plc
United Kingdom
$845K -$64.1K -860 -7%
AIP
335
Ameritas Investment Partners
Nebraska
$844K -$20.9K -280 -2%
AssetMark Inc
336
AssetMark Inc
California
$824K -$34.9K -469 -4%
IAS
337
IMA Advisory Services
Colorado
$801K -$3.88K -52 -0.5%
DP
338
Denver PWM
Colorado
$779K +$79.1K +1,061 +11%
OC
339
Oppenheimer & Co
New York
$767K -$276K -3,699 -26%
JIP
340
Jaffetilchin Investment Partners
Florida
$765K +$765K +10,268 New
KCM
341
Kathmere Capital Management
Pennsylvania
$759K +$759K +10,181 New
MA
342
MONECO Advisors
Connecticut
$758K +$78.6K +1,055 +12%
WAP
343
Wealthcare Advisory Partners
Pennsylvania
$755K -$103K -1,381 -12%
PIA
344
Pinion Investment Advisors
Kansas
$725K +$71.2K +955 +11%
CCMG
345
Clark Capital Management Group
Pennsylvania
$722K -$1.48M -19,888 -67%
IFS
346
Ifrah Financial Services
Arkansas
$709K -$11.6K -155 -2%
CFG
347
CKW Financial Group
Hawaii
$699K +$27.3K +366 +4%
LC
348
LCNB Corp
Ohio
$697K -$25.4K -341 -4%
SAM
349
Silvercrest Asset Management
New York
$679K +$678K +9,105 New
APSP
350
Asset Planning Services (Pennsylvania)
Pennsylvania
$676K -$113K -1,523 -15%

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.