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iShares MSCI EAFE Min Vol Factor ETF

563 hedge funds and large institutions have $8.39B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 238 increasing their positions, 126 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,258% more call options, than puts

Call options by funds: $7.92M | Put options by funds: $336K

555% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 22

89% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 126

35% more funds holding in top 10

Funds holding in top 10: 6689 (+23)

25% more funds holding

Funds holding: 450563 (+113)

14% more capital invested

Capital invested by funds: $7.36B → $8.39B (+$1.03B)

2.83% more ownership

Funds ownership: 61.19%64.02% (+2.8%)

Holders
563
Holders Change
+113
Holders Change %
+25.11%
% of All Funds
11.09%
Holding in Top 10
89
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+34.85%
% of All Funds
1.75%
New
144
Increased
238
Reduced
126
Closed
22
Calls
$7.92M
Puts
$336K
Net Calls
+$7.59M
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$55.6M +$25.4M +340,607 +84%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$54.5M +$2.81M +37,720 +5%
BCM
28
Brookstone Capital Management
Illinois
$53.1M +$6.16M +82,603 +13%
Truist Financial
29
Truist Financial
North Carolina
$52.3M +$52.3M +701,937 New
CA
30
Cetera Advisors
Colorado
$49.3M +$1.35M +18,060 +3%
Mariner
31
Mariner
Kansas
$48.6M +$2.51M +33,645 +5%
OBWP
32
O'Brien Wealth Partners
Massachusetts
$47.9M +$1.67M +22,353 +4%
NA
33
Nottingham Advisors
New York
$46.1M +$223K +2,992 +0.5%
MML Investors Services
34
MML Investors Services
Massachusetts
$43.5M +$2.7M +36,251 +7%
NNP
35
Nachman Norwood & Parrott
South Carolina
$43.2M +$9.85M +132,214 +30%
LFA
36
Legacy Financial Advisors
Kentucky
$42.9M +$416K +5,585 +1%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$42.8M +$686K +9,204 +2%
UCFA
38
United Capital Financial Advisors
Texas
$37.9M -$349K -4,690 -0.9%
WBG
39
Wharton Business Group
Pennsylvania
$37.7M +$37.7M +505,740 New
HI
40
Horizon Investments
North Carolina
$37.3M +$32.9M +441,656 +754%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$35.5M
BWA
42
Burt Wealth Advisors
Maryland
$33.9M +$164K +2,200 +0.5%
PI
43
PFS Investments
Georgia
$33.7M -$6.02M -80,729 -15%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$33.6M +$3.33M +44,746 +11%
QI
45
QS Investors
New York
$32.9M +$18.3M +245,501 +126%
FA
46
Financial Advisors
Massachusetts
$31.2M +$1.88M +25,170 +6%
MMA
47
Miracle Mile Advisors
California
$29.5M -$29.4K -395 -0.1%
FM
48
Foster & Motley
Ohio
$29.2M +$224K +3,003 +0.8%
HWA
49
Hilltop Wealth Advisors
North Carolina
$27.6M +$27.6M +370,050 New
CPSAC
50
Chas P. Smith & Associates (CPS)
Florida
$26.2M +$673K +9,031 +3%

EFAV Hedge Fund Activity: Q4 2019 in Review

563 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q4 2019, worth a combined $8.39B — up 14% from $7.36B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new EFAV positions and 22 closed out — a net gain of 122 holders — while 238 added to existing stakes and 126 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $74.9M. The largest seller was Victory Capital Management, cutting an estimated $46.6M.

  • 563 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q4 2019, up from 450 in Q3 2019.
  • Funds reported $8.39B of iShares MSCI EAFE Min Vol Factor ETF stock for Q4 2019, up 14% quarter-over-quarter.
  • 144 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q4 2019 and 22 closed out, a net change of +122 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q4 2019 was Susquehanna International Group, an estimated $74.9M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q4 2019 was Victory Capital Management, an estimated $46.6M sold.

Based on aggregated 13F filings for Q4 2019.