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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
BCA
426
Bay Colony Advisors
Massachusetts
$209K
LWM
427
Liberty Wealth Management
California
$207K -$265K -3,898 -56%
FCFC
428
First Citizens Financial Corp
Iowa
$205K -$17K -250 -8%
VWM
429
Vigilare Wealth Management
Arizona
$202K -$5.38K -79 -3%
V
430
Veritable
Delaware
$201K +$201K +2,950 New
Bank of Nova Scotia
431
Bank of Nova Scotia
Ontario, Canada
$201K +$201K +2,952 New
PFWA
432
Paces Ferry Wealth Advisors
Georgia
$186K +$186K +2,730 New
CMBA
433
C.M. Bidwell & Associates
Hawaii
$176K -$206K -3,025 -54%
S
434
SignatureFD
Georgia
$170K
GWS
435
Glassman Wealth Services
Virginia
$167K +$135K +1,982 +422%
CWM
436
Cedar Wealth Management
California
$157K
Rockefeller Capital Management
437
Rockefeller Capital Management
New York
$156K -$621K -9,127 -80%
AF
438
Advisornet Financial
Minnesota
$146K -$3.06K -45 -2%
PWM
439
Provident Wealth Management
Tennessee
$144K -$86.7K -1,274 -38%
PA
440
Parallel Advisors
California
$141K
WTC
441
WhitTier Trust Company
Nevada
$138K -$41.3K -606 -23%
APWA
442
Atlas Private Wealth Advisors
New Jersey
$130K -$13.6K -200 -9%
RP
443
Rowlandmiller & Partners
Georgia
$129K
AIC
444
Archer Investment Corporation
Indiana
$128K
TPWA
445
TRUE Private Wealth Advisors
Oregon
$126K +$9.67K +142 +8%
WT
446
Washington Trust
Rhode Island
$124K +$124K +1,826 New
ADL
447
Asset Dedication LLC
California
$118K +$19.4K +285 +20%
OFG
448
Oxford Financial Group
Indiana
$117K
CFN
449
Cordasco Financial Network
Florida
$114K
VFA
450
Valeo Financial Advisors
Indiana
$105K +$34.9K +513 +50%

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.