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iShares MSCI EAFE Min Vol Factor ETF

467 hedge funds and large institutions have $5.33B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 117 increasing their positions, 226 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more capital invested

Capital invested by funds: $3.93B → $5.33B (+$1.4B)

16.05% more ownership

Funds ownership: 67.5%83.55% (+16%)

10% less funds holding

Funds holding: 521467 (-54)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

48% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 226

59% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 76

Holders
467
Holders Change
-54
Holders Change %
-10.36%
% of All Funds
8.04%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.4%
New
31
Increased
117
Reduced
226
Closed
76
Calls
$192K
Puts
Net Calls
+$192K
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
476
Calamos Wealth Management
Illinois
-$1.69M -26,665 Closed
CCWA
477
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$1.45M -22,971 Closed
CCP
478
Cassia Capital Partners
North Carolina
-$1.44M -22,761 Closed
CAG
479
Csenge Advisory Group
Florida
-$1.01M -15,965 Closed
Qube Research & Technologies (QRT)
480
Qube Research & Technologies (QRT)
United Kingdom
-$761K -12,024 Closed
ACA
481
Anchor Capital Advisors
Massachusetts
-$755K -11,925 Closed
SMG
482
Smart Money Group
Texas
-$556K -8,785 Closed
PCMC
483
Private Capital Management (Colorado)
Colorado
-$617K -8,554 Closed
Renaissance Technologies
484
Renaissance Technologies
New York
-$487K -7,700 Closed
Brown Advisory
485
Brown Advisory
Maryland
-$456K -7,200 Closed
AWA
486
Amplius Wealth Advisors
Pennsylvania
-$387K -6,123 Closed
Tudor Investment Corp
487
Tudor Investment Corp
Connecticut
-$317K -5,014 Closed
AWC
488
Adamsbrown Wealth Consultants
Kansas
-$314K -4,964 Closed
FA
489
Financial Advisors
Massachusetts
-$297K -4,690 Closed
FPAS
490
Focus Partners Advisor Solutions
Missouri
-$283K -4,470 Closed
Bank of New York Mellon
491
Bank of New York Mellon
New York
-$282K -4,465 Closed
DB
492
Dravo Bay
Delaware
-$286K -4,459 Closed
FCIM
493
Fairview Capital Investment Management
California
-$278K -4,400 Closed
DWM
494
Dakota Wealth Management
Florida
-$269K -4,255 Closed
TI
495
Trexquant Investment
Connecticut
-$269K -4,253 Closed
TFS
496
Thoroughbred Financial Services
Tennessee
-$266K -4,212 Closed
PCM
497
Pointe Capital Management
Michigan
-$263K -4,162 Closed
RRWA
498
Rainey & Randall Wealth Advisors
Florida
-$245K -3,872 Closed
CGFA
499
Colton Groome Financial Advisors
North Carolina
-$243K -3,839 Closed
BMCM
500
Bryn Mawr Capital Management
Pennsylvania
-$233K -3,677 Closed

EFAV Hedge Fund Activity: Q3 2022 in Review

467 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q3 2022, worth a combined $5.33B — up 36% from $3.93B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of EFAV and 31 opened new positions — a net loss of 45 holders — while 226 trimmed existing stakes and 117 added.

The largest buyer was Bank of America, adding an estimated $2.1B. The largest seller was Jane Street, cutting an estimated $71.8M.

  • 467 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q3 2022, down from 521 in Q2 2022.
  • Funds reported $5.33B of iShares MSCI EAFE Min Vol Factor ETF stock for Q3 2022, up 36% quarter-over-quarter.
  • 31 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q3 2022 and 76 closed out, a net change of -45 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q3 2022 was Bank of America, an estimated $2.1B added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q3 2022 was Jane Street, an estimated $71.8M sold.

Based on aggregated 13F filings for Q3 2022.