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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
CFA
351
Carroll Financial Associates
North Carolina
$670K +$42.8K +575 +7%
Cerity Partners
352
Cerity Partners
New York
$646K +$42K +564 +7%
WWM
353
Western Wealth Management
Colorado
$643K +$26.4K +354 +4%
CGFA
354
Colton Groome Financial Advisors
North Carolina
$643K +$44.4K +596 +7%
CWM
355
Cornerstone Wealth Management
Missouri
$642K -$98.7K -1,324 -13%
GI
356
Glovista Investments
New Jersey
$637K
OAM
357
Oak Asset Management
California
$637K +$1.49K +20 +0.2%
LC
358
Landaas & Company
Wisconsin
$635K +$83.8K +1,125 +15%
WAM
359
Wakefield Asset Management
Colorado
$629K +$629K +8,442 New
CAAS
360
Capital Asset Advisory Services
Michigan
$621K +$192K +2,581 +46%
SS
361
Simplicity Solutions
Minnesota
$621K +$621K +8,328 New
Carson Wealth (CWM LLC)
362
Carson Wealth (CWM LLC)
Nebraska
$619K
IA
363
IFG Advisory
Georgia
$605K -$14.2K -190 -2%
QWM
364
QP Wealth Management
New Jersey
$604K +$599K +8,044 New
FFG
365
Ford Financial Group
California
$600K +$64.1K +860 +12%
RMA
366
Roffman Miller Associates
Pennsylvania
$584K -$9.16K -123 -2%
Brown Advisory
367
Brown Advisory
Maryland
$562K -$84.6K -1,135 -13%
PA
368
Parallel Advisors
California
$543K +$745 +10 +0.1%
AWS
369
AJ Wealth Strategies
New York
$539K
JFG
370
JMG Financial Group
Illinois
$538K
MPCG
371
Matrix Private Capital Group
New York
$537K +$537K +7,207 New
VWA
372
VERITY Wealth Advisors
United States
$536K -$447 -6 -0.1%
SW
373
SlateStone Wealth
Florida
$535K +$535K +7,176 New
SPI
374
Santori & Peters Inc
Pennsylvania
$534K +$7.82K +105 +1%
BWA
375
Beam Wealth Advisors
Louisiana
$524K +$524K +7,026 New

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.