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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
TRCT
376
Tower Research Capital (TRC)
New York
$60K +$10.5K +167 +19%
BFPW
377
BOK Financial Private Wealth
Colorado
$55K
MCM
378
MV Capital Management
Maryland
$52K -$650K -10,365 -92%
PWM
379
Provident Wealth Management
Tennessee
$52K -$22.4K -358 -28%
MPWT
380
MassMutual Private Wealth & Trust
Connecticut
$50K
National Bank of Canada
381
National Bank of Canada
Quebec, Canada
$49K -$11.5K -183 -18%
BIA
382
Bell Investment Advisors
California
$49K
AIP
383
Almanack Investment Partners
Pennsylvania
$48K +$52.3K +834 New
GWSG
384
GPS Wealth Strategies Group
Colorado
$47K +$30.4K +484 +139%
CFG
385
CKW Financial Group
Hawaii
$46K
AWM
386
Atticus Wealth Management
Florida
$45K
FFA
387
Founders Financial Alliance
North Carolina
$45K +$13.2K +210 +36%
BL
388
Balentine LLC
Georgia
$42K
RIA
389
Realta Investment Advisors
Delaware
$42K +$46.4K +740 New
ACK
390
Andrew C. Karlinski
$40K
HF
391
Halpern Financial
Virginia
$38.8K
Simplex Trading
392
Simplex Trading
Illinois
$38K +$26.1K +417 +157%
WB
393
Webster Bank
Connecticut
$37K -$9.41K -150 -19%
PA
394
Parallel Advisors
California
$33K -$37.9K -605 -51%
LWP
395
Lumature Wealth Partners
Georgia
$33K
MA
396
MUFG Americas
New York
$33K
CWM
397
Cedar Wealth Management
California
$32K
SWM
398
Selective Wealth Management
Virginia
$31K -$4.08K -65 -11%
WWM
399
Wolff Wiese Magana
California
$31K
EI
400
Ellevest Inc
New York
$30K

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.