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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
GEA
426
Glen Eagle Advisors
New Jersey
$10.2K +$6.52K +104 +139%
HWM
427
HighMark Wealth Management
Minnesota
$10K +$2.13K +34 +25%
PO
428
Private Ocean
California
$9K -$5.33K -85 -33%
NFSG
429
Newbridge Financial Services Group
Florida
$9K
SBL
430
Sargent Bickham Lagudis
Colorado
$9K
EW
431
Evoke Wealth
California
$8K
EWM
432
EPG Wealth Management
Georgia
$8K +$9.03K +144 New
S
433
SignatureFD
Georgia
$7K -$32.3K -515 -80%
FRA
434
Front Row Advisors
California
$7K
RG
435
Retirement Group
California
$6K -$332K -5,296 -98%
CWAF
436
Core Wealth Advisors (Florida)
Florida
$6K -$29K -463 -81%
AW
437
Avion Wealth
Texas
$6K
BFEC
438
Benjamin F. Edwards & Company
Missouri
$6K
SSB
439
Sandy Spring Bank
Maryland
$6K
Bank of Montreal
440
Bank of Montreal
Ontario, Canada
$4.13K -$617K -9,833 -13%
CFFP
441
Center for Financial Planning
Michigan
$3K -$559K -8,918 -99%
EBA
442
Eagle Bay Advisors
New York
$3K -$52K -830 -93%
TWA
443
TCI Wealth Advisors
Arizona
$3K -$627 -10 -15%
CB
444
Community Bank
New York
$3K
KFI
445
Key Financial Inc
Pennsylvania
$3K
LF
446
Lee Financial
Texas
$3K
BTI
447
Blue Trust Inc
Georgia
$3K +$2.51K +40 New
PI
448
PFS Investments
Georgia
$2.88K -$624K -9,951 -16%
FA
449
Flagstar Advisors
New York
$2.21K +$2.38K +38 New
LS
450
Leelyn Smith
Illinois
$2K -$439 -7 -15%

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.