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iShares MSCI EAFE Min Vol Factor ETF

519 hedge funds and large institutions have $6.92B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 177 increasing their positions, 222 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.01% more ownership

Funds ownership: 63.18%65.19% (+2%)

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

4% more capital invested

Capital invested by funds: $6.63B → $6.92B (+$286M)

0% less funds holding

Funds holding: 520519 (-1)

8% less funds holding in top 10

Funds holding in top 10: 7670 (-6)

20% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 222

Holders
519
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
10.47%
Holding in Top 10
70
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-7.89%
% of All Funds
1.41%
New
37
Increased
177
Reduced
222
Closed
34
Calls
$7.76M
Puts
Net Calls
+$7.76M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
IFA
376
Interactive Financial Advisors
Illinois
$374K -$6.54K -96 -2%
SW
377
SlateStone Wealth
Florida
$373K -$27.6K -406 -7%
NEPWA
378
New England Private Wealth Advisors
Massachusetts
$371K -$171K -2,513 -32%
FNT
379
First National Trust
Pennsylvania
$367K -$229K -3,363 -38%
MA
380
MONECO Advisors
Connecticut
$366K -$3.68K -54 -1%
CWM
381
Cornerstone Wealth Management
Missouri
$361K -$246K -3,620 -41%
HWA
382
Hilltop Wealth Advisors
North Carolina
$359K -$97K -1,425 -21%
SWM
383
SeaCrest Wealth Management
New York
$355K +$23.4K +344 +7%
IBOK
384
Independence Bank of Kentucky
Kentucky
$344K
BF
385
Blankinship & Foster
California
$341K
WIP
386
Wellesley Investment Partners
Massachusetts
$334K -$3.2K -47 -0.9%
FP
387
Financial Perspectives
Minnesota
$332K
VR
388
Viridian RIA
Washington
$327K
PFS
389
Prospera Financial Services
Texas
$324K -$558K -8,198 -63%
FHA
390
First Horizon Advisors
Tennessee
$313K
BSB
391
Bangor Savings Bank
Maine
$303K
AWM
392
Aevitas Wealth Management
Massachusetts
$300K
KA
393
Kovack Advisors
Florida
$296K +$6.67K +98 +2%
ACA
394
Ackerman Capital Advisors
Texas
$293K
PFA
395
Pettinga Financial Advisors
Indiana
$284K
FNBT
396
FineMark National Bank & Trust
Florida
$279K +$279K +4,095 New
IFWM
397
Institute for Wealth Management
Colorado
$277K -$15.9K -234 -5%
WS
398
Wedbush Securities
California
$270K +$270K +3,964 New
MWA
399
Meridian Wealth Advisors
Texas
$269K -$3.63M -53,369 -93%
FPGK
400
Financial Partners Group (Kansas)
Kansas
$269K +$4.49K +66 +2%

EFAV Hedge Fund Activity: Q3 2020 in Review

519 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q3 2020, worth a combined $6.92B — up 4.3% from $6.63B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EFAV positions and 34 closed out — a net gain of 3 holders — while 177 added to existing stakes and 222 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $89.8M. The largest seller was Ameriprise, cutting an estimated $77.7M.

  • 519 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q3 2020, down from 520 in Q2 2020.
  • Funds reported $6.92B of iShares MSCI EAFE Min Vol Factor ETF stock for Q3 2020, up 4.3% quarter-over-quarter.
  • 37 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q3 2020 and 34 closed out, a net change of +3 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q3 2020 was Fidelity Investments, an estimated $89.8M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q3 2020 was Ameriprise, an estimated $77.7M sold.

Based on aggregated 13F filings for Q3 2020.