We are live on ! Find out more
EFAV icon

iShares MSCI EAFE Min Vol Factor ETF

468 hedge funds and large institutions have $5.74B invested in iShares MSCI EAFE Min Vol Factor ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 106 increasing their positions, 219 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 486468 (-18)

5.53% less ownership

Funds ownership: 85.12%79.58% (-5.5%)

9% less capital invested

Capital invested by funds: $6.31B → $5.74B (-$570M)

21% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 52

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

52% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 219

Holders
468
Holders Change
-18
Holders Change %
-3.7%
% of All Funds
6.74%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
41
Increased
106
Reduced
219
Closed
52
Calls
$900K
Puts
Net Calls
+$900K
Net Calls Change
+$567K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
476
AE Wealth Management
Kansas
-$954K -13,817 Closed
P
477
&Partners
Tennessee
-$691K -9,959 Closed
IA
478
IFG Advisory
Georgia
-$645K -9,305 Closed
WFAG
479
Wescott Financial Advisory Group
Pennsylvania
-$543K -7,824 Closed
BCI
480
Brinker Capital Investments
Pennsylvania
-$501K -7,186 Closed
OPS
481
Orion Portfolio Solutions
Nebraska
-$501K -7,186 Closed
SIM
482
Stratos Investment Management
Ohio
-$456K -6,578 Closed
KA
483
Kovack Advisors
Florida
-$382K -5,509 Closed
OFS
484
OneAscent Financial Services
Alabama
-$311K -4,492 Closed
KWM
485
Kingsview Wealth Management
Oregon
-$310K -4,470 Closed
CCP
486
Cassia Capital Partners
North Carolina
-$291K -4,196 Closed
FAM
487
Frontier Asset Management
Wyoming
-$281K -4,053 Closed
QWP
488
Quotient Wealth Partners
Texas
-$244K -3,514 Closed
MWM
489
Meridian Wealth Management
Kentucky
-$234K -3,379 Closed
PFWA
490
Paces Ferry Wealth Advisors
Georgia
-$218K -3,147 Closed
EWA
491
Exencial Wealth Advisors
Oklahoma
-$206K -2,970 Closed
WS
492
Wedbush Securities
California
-$204K -2,948 Closed
TSS
493
Two Sigma Securities
New York
-$203K -2,932 Closed
NFA
494
Northwest Financial Advisors
Virginia
-$193K -2,783 Closed
RDFA
495
Ritter Daniher Financial Advisory
Ohio
-$117K -1,685 Closed
Simplex Trading
496
Simplex Trading
Illinois
-$42K -619 Closed
CBT
497
Central Bank & Trust
Kentucky
-$40.2K -580 Closed
RIM
498
Rockbridge Investment Management
New York
-$31.9K -460 Closed
OP
499
ORG Partners
Indiana
-$30.7K -442 Closed
TWC
500
TD Waterhouse Canada
Ontario, Canada
-$28.4K -412 Closed

EFAV Hedge Fund Activity: Q1 2024 in Review

468 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q1 2024, worth a combined $5.74B — down 9% from $6.31B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of EFAV and 41 opened new positions — a net loss of 11 holders — while 219 trimmed existing stakes and 106 added.

The largest buyer was Jane Street, adding an estimated $191M. The largest seller was Envestnet Asset Management, cutting an estimated $198M.

  • 468 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q1 2024, down from 486 in Q4 2023.
  • Funds reported $5.74B of iShares MSCI EAFE Min Vol Factor ETF stock for Q1 2024, down 9% quarter-over-quarter.
  • 41 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q1 2024 and 52 closed out, a net change of -11 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q1 2024 was Jane Street, an estimated $191M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q1 2024 was Envestnet Asset Management, an estimated $198M sold.

Based on aggregated 13F filings for Q1 2024.