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iShares MSCI EAFE Min Vol Factor ETF

576 hedge funds and large institutions have $5.65B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 182 increasing their positions, 208 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

718% more call options, than puts

Call options by funds: $687K | Put options by funds: $84K

128% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 40

8% more funds holding

Funds holding: 533576 (+43)

1.29% more ownership

Funds ownership: 67.81%69.1% (+1.3%)

1% more capital invested

Capital invested by funds: $5.58B → $5.65B (+$69.6M)

10% less funds holding in top 10

Funds holding in top 10: 3935 (-4)

13% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 208

Holders
576
Holders Change
+43
Holders Change %
+8.07%
% of All Funds
8.86%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.54%
New
91
Increased
182
Reduced
208
Closed
40
Calls
$687K
Puts
$84K
Net Calls
+$603K
Net Calls Change
-$6.56M
Name Holding Trade Value Shares
Change
Change in
Stake
CWAF
476
Core Wealth Advisors (Florida)
Florida
$120K -$81.9K -1,074 -41%
PFBT
477
Parkside Financial Bank & Trust
Missouri
$118K +$52.7K +691 +82%
CBT
478
Central Bank & Trust
Kentucky
$117K
PA
479
Parallel Advisors
California
$113K -$85.8K -1,126 -43%
PWM
480
Provident Wealth Management
Tennessee
$112K -$1.3K -17 -1%
COCM
481
Charter Oak Capital Management
New Hampshire
$104K +$3.43K +45 +3%
TFGT
482
TS Financial Group (TSFG)
Illinois
$103K +$610 +8 +0.6%
CSB
483
City State Bank
Iowa
$97K +$96.1K +1,260 New
LFG
484
Larson Financial Group
Missouri
$94K -$305 -4 -0.3%
AF
485
Advisornet Financial
Minnesota
$84K -$112K -1,466 -57%
CWS
486
Confluence Wealth Services
Pennsylvania
$84K +$84.2K +1,105 New
National Bank of Canada
487
National Bank of Canada
Quebec, Canada
$80K +$79.1K +1,038 New
LC
488
Lindbrook Capital
California
$80K +$79.7K +1,045 New
PCA
489
Providence Capital Advisors
North Carolina
$78K -$55K -722 -42%
PFGIA
490
Patriot Financial Group Insurance Agency
Massachusetts
$78K -$25.5K -335 -25%
CG
491
Cutler Group
California
$76K +$68.6K +900 +900%
CFG
492
CKW Financial Group
Hawaii
$70K
FFA
493
Founders Financial Alliance
North Carolina
$61K
WB
494
Webster Bank
Connecticut
$61K
BL
495
Balentine LLC
Georgia
$56K -$7.7K -101 -12%
AWM
496
Atticus Wealth Management
Florida
$54K
ACK
497
Andrew C. Karlinski
$54K +$53.4K +700 New
TI
498
Truehand Inc
New Hampshire
$47K
SC
499
Stephens Consulting
Michigan
$44.3K +$44K +577 New
MA
500
MUFG Americas
New York
$44K

EFAV Hedge Fund Activity: Q4 2021 in Review

576 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q4 2021, worth a combined $5.65B — up 1.2% from $5.58B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new EFAV positions and 40 closed out — a net gain of 51 holders — while 182 added to existing stakes and 208 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $50.3M. The largest seller was Ameriprise, cutting an estimated $33.1M.

  • 576 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q4 2021, up from 533 in Q3 2021.
  • Funds reported $5.65B of iShares MSCI EAFE Min Vol Factor ETF stock for Q4 2021, up 1.2% quarter-over-quarter.
  • 91 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q4 2021 and 40 closed out, a net change of +51 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q4 2021 was Fidelity Investments, an estimated $50.3M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q4 2021 was Ameriprise, an estimated $33.1M sold.

Based on aggregated 13F filings for Q4 2021.