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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
WMR
401
Wealth Management Resources
Rhode Island
$294K +$292K +3,835 New
HWA
402
Hilltop Wealth Advisors
North Carolina
$293K
SXL
403
Summit X LLC
Missouri
$292K +$6.4K +84 +2%
IFA
404
Interactive Financial Advisors
Illinois
$291K -$5.03K -66 -2%
VWA
405
V Wealth Advisors
Kansas
$288K -$14.2K -186 -5%
DB
406
Dravo Bay
Delaware
$288K +$303K +3,970 New
Deutsche Bank
407
Deutsche Bank
Germany
$287K
CI
408
Ceera Investments
Texas
$286K -$2.29K -30 -0.8%
BWM
409
BT Wealth Management
Georgia
$285K +$283K +3,712 New
BIA
410
Bell Investment Advisors
California
$283K +$51.8K +680 +23%
9WM
411
9258 Wealth Management
Ohio
$279K -$18K -236 -6%
ANTB
412
AMG National Trust Bank
Colorado
$279K +$1.37K +18 +0.5%
WWM
413
Western Wealth Management
Colorado
$278K +$275K +3,612 New
CWM
414
Cordatus Wealth Management
Pennsylvania
$277K
SFA
415
Sequoia Financial Advisors
Ohio
$275K +$273K +3,580 New
MI
416
Moneywise Inc
Virginia
$273K -$28.4K -372 -9%
FFWM
417
Future Financial Wealth Management
Ohio
$272K -$66.9K -878 -20%
BJL
418
Brighton Jones LLC
Washington
$270K +$534 +7 +0.2%
BFA
419
Beacon Financial Advisory
Ohio
$268K +$1.83K +24 +0.7%
FA
420
Faithward Advisors
Pennsylvania
$264K -$25.9K -340 -9%
Susquehanna International Group
421
Susquehanna International Group
Pennsylvania
$259K -$1.06M -13,947 -81%
WT
422
Whittier Trust
California
$258K
MAG
423
Mayfair Advisory Group
Alabama
$257K
EWM
424
Empirical Wealth Management
Washington
$255K +$253K +3,323 New
NWMG
425
National Wealth Management Group
Ohio
$255K +$253K +3,320 New

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.