We are live on ! Find out more
EFAV icon

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
CFD
451
Creative Financial Designs
Indiana
$2K
CA
452
Crewe Advisors
Utah
$2K
HS
453
Horan Securities
United States
$2K
MFAM
454
M Financial Asset Management
Oregon
$2K
OA
455
Operose Advisors
Wisconsin
$2K
LPP
456
Life Planning Partners
Florida
$1.2K
AA
457
AlphaMark Advisors
Kentucky
$1K
HWA
458
HHM Wealth Advisors
Tennessee
$1K
JHCP
459
Jackson Hole Capital Partners
Oklahoma
$1K
PGAM
460
Princeton Global Asset Management
New Jersey
$1K
WWMSC
461
Wagner Wealth Management (South Carolina)
South Carolina
$1K
LWA
462
Lowe Wealth Advisors
Maryland
$1K +$815 +13 New
EWA
463
EverSource Wealth Advisors
Alabama
$1K +$1.19K +19 New
ACM
464
Absolute Capital Management
Pennsylvania
$572 +$627 +10 New
TAM
465
Tucker Asset Management
Colorado
$293 +$314 +5 New
BSSFA
466
Baron Silver Stevens Financial Advisors
Florida
$258 -$7.4K -118 -3%
WIM
467
Westside Investment Management
California
$40 -$15.7K -250 -26%
RIA
468
Regal Investment Advisors
Michigan
-$7.36M -116,271 Closed
OMC
469
Old Mission Capital
Illinois
-$3.44M -54,421 Closed
Wealth Enhancement Advisory Services
470
Wealth Enhancement Advisory Services
Minnesota
-$3.07M -48,350 Closed
FA
471
FDx Advisors
Illinois
-$2.81M -44,442 Closed
ICP
472
Interchange Capital Partners
Pennsylvania
-$2.81M -44,442 Closed
GIA
473
GHP Investment Advisors
Colorado
-$2.53M -39,949 Closed
Northern Trust
474
Northern Trust
Illinois
-$2.27M -35,773 Closed
SGI
475
Summit Global Investments
Utah
-$2.1M -33,150 Closed

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.