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iShares MSCI EAFE Min Vol Factor ETF

467 hedge funds and large institutions have $5.33B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 117 increasing their positions, 226 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more capital invested

Capital invested by funds: $3.93B → $5.33B (+$1.4B)

16.05% more ownership

Funds ownership: 67.5%83.55% (+16%)

10% less funds holding

Funds holding: 521467 (-54)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

48% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 226

59% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 76

Holders
467
Holders Change
-54
Holders Change %
-10.36%
% of All Funds
8.04%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.4%
New
31
Increased
117
Reduced
226
Closed
76
Calls
$192K
Puts
Net Calls
+$192K
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
326
Cerity Partners
New York
$245K -$701K -11,183 -72%
ACA
327
Ackerman Capital Advisors
Texas
$245K
PB
328
Pinnacle Bancorp
Nebraska
$240K -$36.7K -585 -12%
BRWA
329
B. Riley Wealth Advisors
Florida
$238K -$17.7K -282 -6%
SWA
330
Sax Wealth Advisors
New Jersey
$237K
MWA
331
Meridian Wealth Advisors
Texas
$233K
ANTB
332
AMG National Trust Bank
Colorado
$229K
CI
333
Ceera Investments
Texas
$229K +$11K +175 +5%
EFG
334
Everhart Financial Group
Ohio
$228K +$1.44K +23 +0.6%
SAF
335
Smith Anglin Financial
Texas
$222K +$29.6K +472 +14%
AWM
336
Aries Wealth Management
Maine
$222K +$238K +3,795 New
NWMG
337
National Wealth Management Group
Ohio
$219K +$690 +11 +0.3%
CBT
338
Central Bank & Trust
Kentucky
$219K +$76.9K +1,227 +47%
IFA
339
Interactive Financial Advisors
Illinois
$218K -$16.1K -257 -6%
Principal Financial Group
340
Principal Financial Group
Iowa
$217K
ACG
341
Allen Capital Group
Nebraska
$216K -$97.5K -1,555 -29%
IFG
342
Independent Financial Group
California
$214K +$1.76K +28 +0.8%
WEG
343
World Equity Group
Illinois
$213K -$233K -3,717 -50%
NWM
344
Northcape Wealth Management
New York
$213K +$8.72K +139 +4%
EL
345
EMFO LLC
Florida
$211K -$256K -4,088 -52%
HFA
346
High Falls Advisors
New York
$211K
VWA
347
V Wealth Advisors
Kansas
$208K -$6.65K -106 -3%
HF
348
HRT Financial
New York
$207K +$228K +3,633 New
SFA
349
Sequoia Financial Advisors
Ohio
$204K -$11.7K -187 -5%
SFP
350
Shepherd Financial Partners
Massachusetts
$201K

EFAV Hedge Fund Activity: Q3 2022 in Review

467 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q3 2022, worth a combined $5.33B — up 36% from $3.93B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of EFAV and 31 opened new positions — a net loss of 45 holders — while 226 trimmed existing stakes and 117 added.

The largest buyer was Bank of America, adding an estimated $2.1B. The largest seller was Jane Street, cutting an estimated $71.8M.

  • 467 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q3 2022, down from 521 in Q2 2022.
  • Funds reported $5.33B of iShares MSCI EAFE Min Vol Factor ETF stock for Q3 2022, up 36% quarter-over-quarter.
  • 31 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q3 2022 and 76 closed out, a net change of -45 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q3 2022 was Bank of America, an estimated $2.1B added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q3 2022 was Jane Street, an estimated $71.8M sold.

Based on aggregated 13F filings for Q3 2022.