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iShares MSCI EAFE Min Vol Factor ETF

519 hedge funds and large institutions have $6.92B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 177 increasing their positions, 222 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.01% more ownership

Funds ownership: 63.18%65.19% (+2%)

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

4% more capital invested

Capital invested by funds: $6.63B → $6.92B (+$286M)

0% less funds holding

Funds holding: 520519 (-1)

8% less funds holding in top 10

Funds holding in top 10: 7670 (-6)

20% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 222

Holders
519
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
10.47%
Holding in Top 10
70
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-7.89%
% of All Funds
1.41%
New
37
Increased
177
Reduced
222
Closed
34
Calls
$7.76M
Puts
Net Calls
+$7.76M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
476
Rockbridge Investment Management
New York
$31K
TRCT
477
Tower Research Capital (TRC)
New York
$29K +$28.7K +422 New
HF
478
Halpern Financial
Virginia
$27.3K
BW
479
Bison Wealth
Georgia
$27K -$34.4K -505 -56%
PMFA
480
Plante Moran Financial Advisors
Michigan
$27K
WEC
481
Winslow Evans & Crocker
Massachusetts
$27K
SIM
482
Sonora Investment Management
Arizona
$27K +$14.2K +208 +110%
PIA
483
Powell Investment Advisors
Florida
$25K
TFGT
484
TS Financial Group (TSFG)
Illinois
$25K
PCIA
485
Prime Capital Investment Advisors
Kansas
$23K -$68 -1 -0.3%
PCG
486
Private Capital Group
Connecticut
$21K
TFA
487
Toth Financial Advisory
Virginia
$20K
CIR
488
Clear Investment Research
Georgia
$18K
BWP
489
Baldwin Wealth Partners
Massachusetts
$16K
TFA
490
Transamerica Financial Advisors
Florida
$14K -$3.66M -53,787 -100%
BFO
491
Biltmore Family Office
North Carolina
$14K -$36.2K -532 -73%
AW
492
Avion Wealth
Texas
$14K
OC
493
Oakworth Capital
Alabama
$14K
EDRH
494
Edmond de Rothschild Holding
Switzerland
$12K
NFSG
495
Newbridge Financial Services Group
Florida
$11K +$10.8K +159 New
HFA
496
High Falls Advisors
New York
$11K +$6.04M +88,675 +126%
CFG
497
CKW Financial Group
Hawaii
$10K
EW
498
Evoke Wealth
California
$10K
SBL
499
Sargent Bickham Lagudis
Colorado
$10K
CHAM
500
Clear Harbor Asset Management
Connecticut
$9.88K +$9.87K +145 New

EFAV Hedge Fund Activity: Q3 2020 in Review

519 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q3 2020, worth a combined $6.92B — up 4.3% from $6.63B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EFAV positions and 34 closed out — a net gain of 3 holders — while 177 added to existing stakes and 222 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $89.8M. The largest seller was Ameriprise, cutting an estimated $77.7M.

  • 519 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q3 2020, down from 520 in Q2 2020.
  • Funds reported $6.92B of iShares MSCI EAFE Min Vol Factor ETF stock for Q3 2020, up 4.3% quarter-over-quarter.
  • 37 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q3 2020 and 34 closed out, a net change of +3 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q3 2020 was Fidelity Investments, an estimated $89.8M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q3 2020 was Ameriprise, an estimated $77.7M sold.

Based on aggregated 13F filings for Q3 2020.