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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
JFG
351
JMG Financial Group
Illinois
$449K
GGS
352
Galvin Gaustad & Stein
Arizona
$446K
TCPWM
353
Traverso Chambers Private Wealth Management
California
$445K
SIC
354
Salem Investment Counselors
North Carolina
$444K +$56.8K +745 +15%
DWMG
355
DB Wealth Management Group
California
$434K -$192K -2,521 -31%
TWC
356
TD Waterhouse Canada
Ontario, Canada
$421K +$419K +5,499 New
ADL
357
Asset Dedication LLC
California
$421K +$915 +12 +0.2%
ACG
358
Allen Capital Group
Nebraska
$420K -$117K -1,530 -22%
OCM
359
Orion Capital Management
California
$420K -$81.7K -1,072 -16%
NEPWA
360
New England Private Wealth Advisors
Massachusetts
$420K
FP
361
Financial Perspectives
Minnesota
$418K +$35K +459 +9%
SIA
362
Sovereign Investment Advisors
Arizona
$417K -$2.11M -27,618 -84%
DP
363
Denver PWM
Colorado
$416K -$23.3K -305 -5%
AWS
364
AJ Wealth Strategies
New York
$412K
WAP
365
Wealthcare Advisory Partners
Pennsylvania
$408K -$171K -2,241 -30%
RWB
366
RMR Wealth Builders
New Jersey
$403K -$128K -1,674 -24%
PCM
367
Pointe Capital Management
Michigan
$396K
TFS
368
Thoroughbred Financial Services
Tennessee
$393K -$76.2K -999 -16%
BFG
369
Berger Financial Group
Minnesota
$391K -$100K -1,318 -21%
SIM
370
Stratos Investment Management
Ohio
$390K +$94.9K +1,245 +32%
EWA
371
EP Wealth Advisors
California
$389K +$386K +5,065 New
WFAG
372
Wescott Financial Advisory Group
Pennsylvania
$384K +$11.7K +154 +3%
MWA
373
Meridian Wealth Advisors
Texas
$378K +$305 +4 +0.1%
CSPIA
374
Cary Street Partners Investment Advisory
Virginia
$375K -$243K -3,188 -39%
VR
375
Viridian RIA
Washington
$368K +$366K +4,800 New

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.