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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
BRWA
401
B. Riley Wealth Advisors
Florida
$267K -$41.7K -612 -14%
Principal Financial Group
402
Principal Financial Group
Iowa
$263K +$11.1K +163 +4%
IF
403
Intrua Financial
Texas
$258K -$326K -4,784 -57%
TCM
404
Tufton Capital Management
Maryland
$258K
TWM
405
Titus Wealth Management
California
$256K -$49.7K -730 -16%
Neuberger Berman Group
406
Neuberger Berman Group
New York
$256K +$255K +3,750 New
MPCG
407
Matrix Private Capital Group
New York
$255K -$120K -1,758 -32%
CSIC
408
Clifford Swan Investment Counsel
California
$253K +$253K +3,714 New
OC
409
Oppenheimer & Co
New York
$246K -$18.3K -269 -7%
CWM
410
Cordatus Wealth Management
Pennsylvania
$245K -$11.4K -168 -4%
MAG
411
Mayfair Advisory Group
Alabama
$238K -$15K -220 -6%
CFG
412
Citizens Financial Group
Rhode Island
$236K +$135K +1,987 +136%
JIC
413
Johnson Investment Counsel
Ohio
$227K
TGAM
414
TBH Global Asset Management
Tennessee
$226K -$12.4K -182 -5%
LFGH
415
Lee Financial Group Hawaii
Hawaii
$226K -$272 -4 -0.1%
WWM
416
Western Wealth Management
Colorado
$224K -$66.3K -974 -23%
PWW
417
Pettyjohn Wood & White
Virginia
$224K
MWM
418
MBE Wealth Management
Wisconsin
$223K
RA
419
RFG Advisory
Alabama
$217K -$31.5K -463 -13%
TAM
420
Townsend Asset Management
North Carolina
$216K -$10.1K -149 -4%
FPS
421
Fieldpoint Private Securities
Connecticut
$213K -$389K -5,710 -65%
FHC
422
First Heartland Consultants
Missouri
$213K -$7.42K -109 -3%
WA1
423
Wimmer Associates 1
California
$212K
ANTB
424
AMG National Trust Bank
Colorado
$210K
FAM
425
Formidable Asset Management
Ohio
$209K -$12.1K -178 -5%

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.