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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
CWA
476
Capital Wealth Alliance
Arizona
$198K +$197K +2,650 New
RCM
477
Rain Capital Management
Oregon
$191K -$81.4K -1,092 -30%
MA
478
MUFG Americas
New York
$186K
CIAS
479
Capital Investment Advisory Services
North Carolina
$160K -$14.1K -189 -8%
Barclays
480
Barclays
United Kingdom
$158K +$20.7K +278 +15%
PFBT
481
Parkside Financial Bank & Trust
Missouri
$155K
AIC
482
Ameritas Investment Company
Nebraska
$154K +$2.01K +27 +1%
PA
483
PSI Advisors
Florida
$151K +$152K +2,037 New
HIA
484
Harbor Investment Advisory
Maryland
$146K +$146K +1,955 New
AIC
485
Archer Investment Corporation
Indiana
$140K -$2.68K -36 -2%
EDRH
486
Edmond de Rothschild Holding
Switzerland
$126K
CFN
487
Cordasco Financial Network
Florida
$125K
VFA
488
Valeo Financial Advisors
Indiana
$121K +$9.31K +125 +8%
WP
489
WealthShield Partners
North Carolina
$120K
RWG
490
Regal Wealth Group
California
$106K -$18.4K -247 -15%
LDFR
491
Lehman & Derafelo Financial Resources
Pennsylvania
$102K
MIM
492
Macroview Investment Management
Maryland
$96K
PO
493
Private Ocean
California
$95K
Rockefeller Capital Management
494
Rockefeller Capital Management
New York
$83K +$22.1K +297 +36%
SBL
495
Sargent Bickham Lagudis
Colorado
$74K +$447 +6 +0.6%
BAMG
496
Brand Asset Management Group
Missouri
$66K
PFGIA
497
Patriot Financial Group Insurance Agency
Massachusetts
$64K -$24K -322 -27%
EI
498
Ellevest Inc
New York
$64K
TL
499
TrueWealth LLC
Georgia
$64K
EP
500
Eudaimonia Partners
Tennessee
$60K +$59.5K +799 New

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.