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iShares MSCI EAFE Min Vol Factor ETF

533 hedge funds and large institutions have $5.58B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 151 increasing their positions, 237 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,188% more call options, than puts

Call options by funds: $7.76M | Put options by funds: $603K

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

1.61% more ownership

Funds ownership: 66.2%67.81% (+1.6%)

0% more funds holding

Funds holding: 531533 (+2)

3% less capital invested

Capital invested by funds: $5.73B → $5.58B (-$151M)

36% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 237

Holders
533
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
9.33%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.68%
New
47
Increased
151
Reduced
237
Closed
37
Calls
$7.76M
Puts
$603K
Net Calls
+$7.16M
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
351
AJ Wealth Strategies
New York
$404K
CA
352
Crumly & Associates
Illinois
$400K +$20.2K +260 +5%
LC
353
Landaas & Company
Wisconsin
$393K -$132K -1,697 -25%
PCM
354
Pointe Capital Management
Michigan
$389K -$118K -1,515 -23%
SIC
355
Salem Investment Counselors
North Carolina
$380K -$34.2K -440 -8%
FP
356
Financial Perspectives
Minnesota
$375K
EFG
357
Everhart Financial Group
Ohio
$375K -$82.2K -1,058 -18%
1WA
358
180 Wealth Advisors
Washington
$373K -$8.15K -105 -2%
MWA
359
Meridian Wealth Advisors
Texas
$370K
WFAG
360
Wescott Financial Advisory Group
Pennsylvania
$366K
HH
361
Hilltop Holdings
Texas
$351K +$361K +4,654 New
FDCDDQ
362
Federation des caisses Desjardins du Quebec
Quebec, Canada
$349K +$24.7K +318 +7%
PP
363
Prudential plc
United Kingdom
$341K -$139K -1,790 -28%
RA
364
RFG Advisory
Alabama
$340K -$40.1K -517 -10%
BA
365
Bristlecone Advisors
Washington
$339K
IFG
366
Independent Financial Group
California
$338K +$34.9K +450 +11%
BF
367
Blankinship & Foster
California
$335K -$49.4K -636 -13%
BSB
368
Bangor Savings Bank
Maine
$335K -$5.28K -68 -2%
RIG
369
Roosevelt Investment Group
New York
$335K
FFWM
370
Future Financial Wealth Management
Ohio
$334K
TVAMP
371
Tennessee Valley Asset Management Partners
Tennessee
$334K +$344K +4,436 New
FHA
372
First Horizon Advisors
Tennessee
$329K +$1.17K +15 +0.3%
BCA
373
Bay Colony Advisors
Massachusetts
$325K
ACA
374
Ackerman Capital Advisors
Texas
$324K
RRWA
375
Rainey & Randall Wealth Advisors
Florida
$323K +$333K +4,289 New

EFAV Hedge Fund Activity: Q3 2021 in Review

533 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q3 2021, worth a combined $5.58B — down 2.6% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EFAV positions and 37 closed out — a net gain of 10 holders — while 151 added to existing stakes and 237 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $48.7M. The largest seller was Bank of America, cutting an estimated $60.4M.

  • 533 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q3 2021, up from 531 in Q2 2021.
  • Funds reported $5.58B of iShares MSCI EAFE Min Vol Factor ETF stock for Q3 2021, down 2.6% quarter-over-quarter.
  • 47 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q3 2021 and 37 closed out, a net change of +10 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q3 2021 was Fidelity Investments, an estimated $48.7M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q3 2021 was Bank of America, an estimated $60.4M sold.

Based on aggregated 13F filings for Q3 2021.