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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
EVM
376
Eaton Vance Management
Massachusetts
$322K
SIAG
377
Safeguard Investment Advisory Group
California
$311K -$207K -2,662 -39%
Cerity Partners
378
Cerity Partners
New York
$307K -$127K -1,634 -29%
JIC
379
Johnson Investment Counsel
Ohio
$307K +$84.2K +1,084 +36%
FPGK
380
Financial Partners Group (Kansas)
Kansas
$303K
DAS
381
Dynamic Advisor Solutions
Arizona
$299K -$17.3K -223 -5%
VWA
382
V Wealth Advisors
Kansas
$297K +$2.8K +36 +0.9%
MI
383
Moneywise Inc
Virginia
$295K +$31.2K +402 +11%
PWM
384
Perigon Wealth Management
California
$292K -$16.5K -213 -5%
AWM
385
Aevitas Wealth Management
Massachusetts
$291K -$15.5K -200 -5%
9WM
386
9258 Wealth Management
Ohio
$291K -$7.22K -93 -2%
IFA
387
Interactive Financial Advisors
Illinois
$290K +$26.3K +339 +10%
SIM
388
Stratos Investment Management
Ohio
$289K +$298K +3,832 New
HWA
389
Hilltop Wealth Advisors
North Carolina
$287K
FA
390
Faithward Advisors
Pennsylvania
$285K -$30K -386 -9%
CI
391
Ceera Investments
Texas
$283K +$25.2K +325 +9%
Deutsche Bank
392
Deutsche Bank
Germany
$281K -$120K -1,540 -29%
SXL
393
Summit X LLC
Missouri
$281K -$13.3K -171 -4%
AFG
394
Affinia Financial Group
Massachusetts
$276K -$2.87K -37 -1%
ANTB
395
AMG National Trust Bank
Colorado
$273K
CWM
396
Cordatus Wealth Management
Pennsylvania
$271K +$280K +3,603 New
TI
397
Trexquant Investment
Connecticut
$270K +$278K +3,585 New
MWM
398
Mission Wealth Management
California
$269K +$43.4K +559 +19%
BJL
399
Brighton Jones LLC
Washington
$265K -$4.5K -58 -2%
YIH
400
Y-Intercept (HK)
Hong Kong
$265K +$273K +3,512 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.