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iShares MSCI EAFE Min Vol Factor ETF

548 hedge funds and large institutions have $6.76B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 186 increasing their positions, 226 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,006% more call options, than puts

Call options by funds: $6.37M | Put options by funds: $205K

1.02% more ownership

Funds ownership: 64.02%65.04% (+1%)

3% less funds holding

Funds holding: 563548 (-15)

4% less funds holding in top 10

Funds holding in top 10: 8985 (-4)

11% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 90

18% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 226

19% less capital invested

Capital invested by funds: $8.39B → $6.76B (-$1.63B)

Holders
548
Holders Change
-15
Holders Change %
-2.66%
% of All Funds
12.08%
Holding in Top 10
85
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.49%
% of All Funds
1.87%
New
80
Increased
186
Reduced
226
Closed
90
Calls
$6.37M
Puts
$205K
Net Calls
+$6.16M
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
WCF
401
West Coast Financial
California
$312K -$34.4K -490 -9%
NFG
402
Nations Financial Group
Iowa
$308K +$127K +1,803 +57%
BF
403
Blankinship & Foster
California
$306K
CFD
404
Creative Financial Designs
Indiana
$302K -$902K -12,834 -73%
BRWM
405
B. Riley Wealth Management
Tennessee
$301K
SXL
406
Summit X LLC
Missouri
$299K -$16.6K -236 -5%
CIA
407
Choate Investment Advisors
Massachusetts
$299K +$338K +4,813 New
FP
408
Financial Perspectives
Minnesota
$291K
AWM
409
Aevitas Wealth Management
Massachusetts
$290K -$70.3K -1,000 -18%
FDCDDQ
410
Federation des caisses Desjardins du Quebec
Quebec, Canada
$286K +$16.4K +233 +5%
TGAM
411
TBH Global Asset Management
Tennessee
$285K -$4.65M -66,198 -94%
BRWA
412
B. Riley Wealth Advisors
Florida
$285K -$684K -9,740 -68%
PB
413
Pinnacle Bancorp
Nebraska
$285K -$2.74K -39 -0.8%
FHA
414
First Horizon Advisors
Tennessee
$285K
TWM
415
Titus Wealth Management
California
$278K -$70 -1 -0%
BSB
416
Bangor Savings Bank
Maine
$276K
KA
417
Kovack Advisors
Florida
$276K +$312K +4,444 New
HB
418
Homrich & Berg
Georgia
$274K +$105K +1,492 +51%
ACA
419
Ackerman Capital Advisors
Texas
$267K
AWM
420
Alterna Wealth Management
Texas
$266K -$33.6K -478 -10%
WWM
421
Western Wealth Management
Colorado
$262K -$310K -4,410 -51%
SF
422
Synovus Financial
Georgia
$259K +$293K +4,168 New
C
423
Certuity
Florida
$247K +$280K +3,981 New
TCM
424
Tufton Capital Management
Maryland
$243K -$15.9K -226 -5%
TIA
425
Tiemann Investment Advisors
California
$241K -$3.86K -55 -1%

EFAV Hedge Fund Activity: Q1 2020 in Review

548 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q1 2020, worth a combined $6.76B — down 19% from $8.39B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of EFAV and 80 opened new positions — a net loss of 10 holders — while 226 trimmed existing stakes and 186 added.

The largest buyer was Victory Capital Management, adding an estimated $149M. The largest seller was Fidelity Investments, cutting an estimated $143M.

  • 548 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q1 2020, down from 563 in Q4 2019.
  • Funds reported $6.76B of iShares MSCI EAFE Min Vol Factor ETF stock for Q1 2020, down 19% quarter-over-quarter.
  • 80 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q1 2020 and 90 closed out, a net change of -10 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q1 2020 was Victory Capital Management, an estimated $149M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q1 2020 was Fidelity Investments, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2020.