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iShares MSCI EAFE Min Vol Factor ETF

533 hedge funds and large institutions have $5.58B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 151 increasing their positions, 237 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,188% more call options, than puts

Call options by funds: $7.76M | Put options by funds: $603K

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

1.61% more ownership

Funds ownership: 66.2%67.81% (+1.6%)

0% more funds holding

Funds holding: 531533 (+2)

3% less capital invested

Capital invested by funds: $5.73B → $5.58B (-$151M)

36% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 237

Holders
533
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
9.33%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.68%
New
47
Increased
151
Reduced
237
Closed
37
Calls
$7.76M
Puts
$603K
Net Calls
+$7.16M
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
476
Rockbridge Investment Management
New York
$35K
HF
477
Halpern Financial
Virginia
$30.1K
OAJ
478
Ogorek Anthony Joseph
New York
$30K
CPFP
479
Clear Perspectives Financial Planning
Ohio
$29K
RCM
480
Rain Capital Management
Oregon
$27K -$1.94K -25 -7%
HFS
481
Hantz Financial Services
Michigan
$27K
HCP
482
Hexagon Capital Partners
Arkansas
$24K
PCG
483
Private Capital Group
Connecticut
$24K
TFA
484
Toth Financial Advisory
Virginia
$23K
EWM
485
EPG Wealth Management
Georgia
$23K +$23.8K +307 New
AWA
486
Arkadios Wealth Advisors
Georgia
$22K
GWS
487
Glassman Wealth Services
Virginia
$22K +$23K +296 New
SSB
488
Sandy Spring Bank
Maryland
$20K
PO
489
Private Ocean
California
$19K
BWP
490
Baldwin Wealth Partners
Massachusetts
$17K
CIR
491
Clear Investment Research
Georgia
$16K
SAM
492
Strategic Asset Management
Minnesota
$16K +$16.2K +208 New
OC
493
Oakworth Capital
Alabama
$15K
TWM
494
Tradition Wealth Management
Minnesota
$15K
SIM
495
Sonora Investment Management
Arizona
$14K
SIS
496
Sound Income Strategies
Florida
$14K
NFSG
497
Newbridge Financial Services Group
Florida
$12K
IPW
498
IronBridge Private Wealth
Texas
$11K
JWBC
499
John W. Brooker & Co
California
$11K
SBL
500
Sargent Bickham Lagudis
Colorado
$11K

EFAV Hedge Fund Activity: Q3 2021 in Review

533 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q3 2021, worth a combined $5.58B — down 2.6% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EFAV positions and 37 closed out — a net gain of 10 holders — while 151 added to existing stakes and 237 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $48.7M. The largest seller was Bank of America, cutting an estimated $60.4M.

  • 533 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q3 2021, up from 531 in Q2 2021.
  • Funds reported $5.58B of iShares MSCI EAFE Min Vol Factor ETF stock for Q3 2021, down 2.6% quarter-over-quarter.
  • 47 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q3 2021 and 37 closed out, a net change of +10 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q3 2021 was Fidelity Investments, an estimated $48.7M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q3 2021 was Bank of America, an estimated $60.4M sold.

Based on aggregated 13F filings for Q3 2021.