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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
DWMG
351
DB Wealth Management Group
California
$194K -$76.4K -1,219 -26%
Deutsche Bank
352
Deutsche Bank
Germany
$176K -$40.7K -649 -17%
SIC
353
Salem Investment Counselors
North Carolina
$173K -$207K -3,300 -52%
WT
354
Whittier Trust
California
$173K +$188 +3 +0.1%
CT
355
Colonial Trust
South Carolina
$173K +$191K +3,043 New
AA
356
Ancora Advisors
Ohio
$162K -$20.9K -333 -10%
FDCDDQ
357
Federation des caisses Desjardins du Quebec
Quebec, Canada
$132K
HWMA
358
Heritage Wealth Management (Arizona)
Arizona
$124K
CSWG
359
Cardinal Strategic Wealth Guidance
Kentucky
$115K -$46.4K -740 -27%
OHWP
360
Oak Harbor Wealth Partners
North Carolina
$114K
HIA
361
Harbor Investment Advisory
Maryland
$110K -$10.9K -174 -8%
CT
362
Cambridge Trust
Massachusetts
$110K
TAM
363
Townsend Asset Management
North Carolina
$104K
CTA
364
Colonial Trust Advisors
South Carolina
$100K +$110K +1,756 New
OFG
365
Oxford Financial Group
Indiana
$98K
FHA
366
First Horizon Advisors
Tennessee
$96K -$502 -8 -0.5%
WTC
367
WhitTier Trust Company
Nevada
$92K
AIC
368
Archer Investment Corporation
Indiana
$90.6K
LDFR
369
Lehman & Derafelo Financial Resources
Pennsylvania
$78K
PFBT
370
Parkside Financial Bank & Trust
Missouri
$76K -$44.5K -710 -35%
BC
371
Barrett & Company
Rhode Island
$73.1K +$72.1K +1,150 New
TFGT
372
TS Financial Group (TSFG)
Illinois
$68K
LWP
373
Laurel Wealth Planning
Minnesota
$65K -$6.33K -101 -8%
LFG
374
Larson Financial Group
Missouri
$64K
WTA
375
Washington Trust Advisors
Massachusetts
$60K

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.