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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
Bank of New York Mellon
376
Bank of New York Mellon
New York
$366K +$98.6K +1,293 +37%
JF
377
Jump Financial
Illinois
$366K +$364K +4,771 New
1WA
378
180 Wealth Advisors
Washington
$359K -$2.29K -30 -0.6%
TI
379
Trexquant Investment
Connecticut
$357K +$80.7K +1,059 +30%
IFG
380
Independent Financial Group
California
$357K +$11.7K +153 +3%
BSSFA
381
Baron Silver Stevens Financial Advisors
Florida
$352K -$177K -2,319 -34%
HH
382
Hilltop Holdings
Texas
$349K -$7.85K -103 -2%
LWP
383
Laurel Wealth Planning
Minnesota
$347K -$166K -2,174 -32%
PP
384
Prudential plc
United Kingdom
$347K
BF
385
Blankinship & Foster
California
$345K +$2.9K +38 +0.9%
BSB
386
Bangor Savings Bank
Maine
$342K
RIG
387
Roosevelt Investment Group
New York
$341K
EC
388
Estate Counselors
Wisconsin
$337K -$2.02M -26,455 -86%
EVM
389
Eaton Vance Management
Massachusetts
$334K +$5.72K +75 +2%
BCA
390
Bay Colony Advisors
Massachusetts
$332K +$229 +3 +0.1%
RRWA
391
Rainey & Randall Wealth Advisors
Florida
$332K +$2.74K +36 +0.8%
ACA
392
Ackerman Capital Advisors
Texas
$330K
CWM
393
Congress Wealth Management
Massachusetts
$307K +$305K +4,006 New
LC
394
Landaas & Company
Wisconsin
$302K -$98K -1,286 -25%
CA
395
Crumly & Associates
Illinois
$302K -$89.2K -1,170 -22%
NWM
396
Northcape Wealth Management
New York
$301K +$299K +3,916 New
PWM
397
Perigon Wealth Management
California
$298K +$381 +5 +0.1%
AWM
398
Aevitas Wealth Management
Massachusetts
$297K +$991 +13 +0.3%
FPGK
399
Financial Partners Group (Kansas)
Kansas
$296K +$2.06K +27 +0.7%
CT
400
Cambridge Trust
Massachusetts
$296K +$35.3K +463 +14%

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.