We are live on ! Find out more
EFAV icon

iShares MSCI EAFE Min Vol Factor ETF

548 hedge funds and large institutions have $6.76B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 186 increasing their positions, 226 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,006% more call options, than puts

Call options by funds: $6.37M | Put options by funds: $205K

1.02% more ownership

Funds ownership: 64.02%65.04% (+1%)

3% less funds holding

Funds holding: 563548 (-15)

4% less funds holding in top 10

Funds holding in top 10: 8985 (-4)

11% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 90

18% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 226

19% less capital invested

Capital invested by funds: $8.39B → $6.76B (-$1.63B)

Holders
548
Holders Change
-15
Holders Change %
-2.66%
% of All Funds
12.08%
Holding in Top 10
85
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.49%
% of All Funds
1.87%
New
80
Increased
186
Reduced
226
Closed
90
Calls
$6.37M
Puts
$205K
Net Calls
+$6.16M
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
476
Smithfield Trust
Pennsylvania
$62K +$69.8K +994 New
BW
477
Bison Wealth
Georgia
$60K +$62.5K +890 +1,047%
SBL
478
Sargent Bickham Lagudis
Colorado
$56K -$6.82K -97 -10%
BAMG
479
Brand Asset Management Group
Missouri
$55K
AA
480
Advisory Alpha
Michigan
$50.1K +$40.3K +573 +263%
EP
481
Eudaimonia Partners
Tennessee
$50K
PCA
482
Providence Capital Advisors
North Carolina
$50K +$56.6K +806 New
PO
483
Private Ocean
California
$45K -$37.7K -536 -42%
HFA
484
HC Financial Advisors
California
$45K +$50.7K +721 New
PFGIA
485
Patriot Financial Group Insurance Agency
Massachusetts
$42K -$13.7K -195 -23%
SIC
486
Salem Investment Counselors
North Carolina
$36K
WEC
487
Winslow Evans & Crocker
Massachusetts
$36K
NC
488
NewSquare Capital
Pennsylvania
$36K +$40.5K +576 New
EI
489
Ellevest Inc
New York
$31K -$25.2K -359 -42%
CIAS
490
Capital Investment Advisory Services
North Carolina
$29K -$117K -1,671 -78%
GWS
491
Glassman Wealth Services
Virginia
$29K
CA
492
Clearstead Advisors
Ohio
$28K +$31.7K +451 New
CFB
493
Cullen/Frost Bankers
Texas
$26K
HF
494
Halpern Financial
Virginia
$24.8K
IWP
495
IAG Wealth Partners
Wisconsin
$23K -$7.59K -108 -23%
FRA
496
Front Row Advisors
California
$23K
PIA
497
Powell Investment Advisors
Florida
$23K
TFGT
498
TS Financial Group (TSFG)
Illinois
$23K
CIR
499
Clear Investment Research
Georgia
$23K +$492 +7 +2%
WT
500
Whittier Trust
California
$21K -$261K -3,721 -92%

EFAV Hedge Fund Activity: Q1 2020 in Review

548 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q1 2020, worth a combined $6.76B — down 19% from $8.39B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of EFAV and 80 opened new positions — a net loss of 10 holders — while 226 trimmed existing stakes and 186 added.

The largest buyer was Victory Capital Management, adding an estimated $149M. The largest seller was Fidelity Investments, cutting an estimated $143M.

  • 548 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q1 2020, down from 563 in Q4 2019.
  • Funds reported $6.76B of iShares MSCI EAFE Min Vol Factor ETF stock for Q1 2020, down 19% quarter-over-quarter.
  • 80 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q1 2020 and 90 closed out, a net change of -10 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q1 2020 was Victory Capital Management, an estimated $149M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q1 2020 was Fidelity Investments, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2020.