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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
LWM
376
Liberty Wealth Management
California
$515K +$3.35K +45 +0.7%
OPS
377
Orion Portfolio Solutions
Nebraska
$513K +$513K +6,886 New
LA
378
LexAurum Advisors
Kansas
$505K +$15.9K +213 +3%
BFEC
379
Benjamin F. Edwards & Company
Missouri
$495K +$405K +5,437 +449%
ADL
380
Asset Dedication LLC
California
$483K -$7K -94 -1%
PPP
381
Private Portfolio Partners
New Jersey
$483K +$3.58K +48 +0.7%
OCM
382
Oakwood Capital Management
California
$482K
PIMG
383
Patriot Investment Management Group
Tennessee
$482K +$298 +4 +0.1%
Deutsche Bank
384
Deutsche Bank
Germany
$476K
WIP
385
Wellesley Investment Partners
Massachusetts
$465K +$127K +1,707 +38%
BCP
386
Blue Chip Partners
Michigan
$465K +$465K +6,234 New
OIA
387
OneDigital Investment Advisors
Kansas
$464K +$99.8K +1,340 +27%
FNT
388
First National Trust
Pennsylvania
$461K +$6.11K +82 +1%
Lido Advisors
389
Lido Advisors
California
$460K +$2.01K +27 +0.4%
TF
390
Trek Financial
Arizona
$451K +$23K +309 +5%
EAM
391
Evanson Asset Management
California
$447K +$9.69K +130 +2%
FFA
392
First Foundation Advisors
California
$444K
HIMCH
393
Hartford Investment Management Co (HIMCO)
Connecticut
$438K -$1.2M -16,050 -73%
WIA
394
World Investment Advisors
California
$436K +$436K +5,853 New
PWLP
395
Prio Wealth Limited Partnership
Massachusetts
$429K -$18.6K -250 -4%
SBA
396
Secrest Blakey & Associates
North Carolina
$423K -$3.04M -40,750 -88%
AWM
397
Aevitas Wealth Management
Massachusetts
$423K +$20.9K +281 +5%
CCM
398
Crabel Capital Management
California
$422K -$1.12M -14,970 -73%
RG
399
Retirement Group
California
$416K +$415K +5,576 New
ELI
400
Empire Life Investments
Ontario, Canada
$416K +$416K +5,587 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.