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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
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$570K +$566K +7,427 New
AAS
327
Ameritas Advisory Services
Nebraska
$561K +$557K +7,308 New
RA
328
Rodgers & Associates
Pennsylvania
$557K
FAIM
329
Financial Advocates Investment Management
Washington
$554K -$2.18M -28,624 -80%
FG
330
Foster Group
Iowa
$549K +$65K +853 +14%
TI
331
tru Independence
Oregon
$538K
GSWM
332
Golden State Wealth Management
California
$531K
KA
333
Kovack Advisors
Florida
$531K +$271K +3,560 +106%
RMA
334
Roffman Miller Associates
Pennsylvania
$529K -$7.7K -101 -1%
Citadel Advisors
335
Citadel Advisors
Florida
$520K -$21M -274,994 -98%
Fifth Third Bancorp
336
Fifth Third Bancorp
Ohio
$513K -$73.7K -967 -13%
BZWA
337
Blue Zone Wealth Advisors
California
$506K -$2.36K -31 -0.5%
AWE
338
Avidian Wealth Enterprises
Texas
$504K +$500K +6,565 New
SGI
339
Summit Global Investments
Utah
$501K -$19K -249 -4%
WS
340
Wedbush Securities
California
$500K -$58.4K -766 -11%
SPI
341
Santori & Peters Inc
Pennsylvania
$482K -$28.5K -374 -6%
FTS
342
Fifth Third Securities
Ohio
$481K +$477K +6,262 New
RF
343
Resolute Financial
Massachusetts
$474K +$470K +6,172 New
CCM
344
Crabel Capital Management
California
$473K +$470K +6,162 New
EAM
345
Evanson Asset Management
California
$470K +$534 +7 +0.1%
VA
346
Valmark Advisers
Ohio
$467K +$464K +6,082 New
RG
347
Retirement Group
California
$462K -$26.7K -350 -5%
EFG
348
Everhart Financial Group
Ohio
$459K +$77.2K +1,013 +20%
TB
349
Treynor Bancshares
Iowa
$458K +$455K +5,965 New
BRWA
350
B. Riley Wealth Advisors
Florida
$450K -$3.51K -46 -0.8%

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.