We are live on ! Find out more
EFAV icon

iShares MSCI EAFE Min Vol Factor ETF

563 hedge funds and large institutions have $8.39B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 238 increasing their positions, 126 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,258% more call options, than puts

Call options by funds: $7.92M | Put options by funds: $336K

555% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 22

89% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 126

35% more funds holding in top 10

Funds holding in top 10: 6689 (+23)

25% more funds holding

Funds holding: 450563 (+113)

14% more capital invested

Capital invested by funds: $7.36B → $8.39B (+$1.03B)

2.83% more ownership

Funds ownership: 61.19%64.02% (+2.8%)

Holders
563
Holders Change
+113
Holders Change %
+25.11%
% of All Funds
11.09%
Holding in Top 10
89
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+34.85%
% of All Funds
1.75%
New
144
Increased
238
Reduced
126
Closed
22
Calls
$7.92M
Puts
$336K
Net Calls
+$7.59M
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
501
FinTrust Capital Advisors
South Carolina
$59K
CHAM
502
Clear Harbor Asset Management
Connecticut
$47.3K +$47.3K +635 New
AA
503
Argent Advisors
Louisiana
$44K +$44.3K +594 New
SIC
504
Salem Investment Counselors
North Carolina
$43K
WEC
505
Winslow Evans & Crocker
Massachusetts
$42K +$28.3K +380 +253%
IWP
506
IAG Wealth Partners
Wisconsin
$36K +$35.5K +476 New
GWS
507
Glassman Wealth Services
Virginia
$35K
RIA
508
Realta Investment Advisors
Delaware
$33K
LAS
509
Lloyd Advisory Services
Georgia
$32K +$32.2K +432 New
CFB
510
Cullen/Frost Bankers
Texas
$31K +$31.1K +418 New
HF
511
Halpern Financial
Virginia
$29.8K +$29.8K +400 New
PIA
512
Powell Investment Advisors
Florida
$28K +$27.6K +370 New
SWM
513
Sugarloaf Wealth Management
Georgia
$28K +$28.2K +379 New
FRA
514
Front Row Advisors
California
$27K
TFGT
515
TS Financial Group (TSFG)
Illinois
$27K
CIR
516
Clear Investment Research
Georgia
$27K +$820 +11 +3%
Chevy Chase Trust
517
Chevy Chase Trust
Maryland
$24K +$23.8K +319 New
OSAM
518
O'Shaughnessy Asset Management
Connecticut
$24K +$23.8K +320 New
PCG
519
Private Capital Group
Connecticut
$23K -$68.2K -915 -75%
IFWM
520
Institute for Wealth Management
Colorado
$23K +$22.5K +302 New
DI
521
Disciplined Investments
Oklahoma
$23K +$22.6K +303 New
CA
522
Centerpoint Advisors
Massachusetts
$23K +$23.5K +315 New
TFA
523
Toth Financial Advisory
Virginia
$22K
RWA
524
Ropes Wealth Advisors
Massachusetts
$20K -$2.98K -40 -13%
MWP
525
Meridian Wealth Partners
Pennsylvania
$20K +$19.6K +263 New

EFAV Hedge Fund Activity: Q4 2019 in Review

563 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q4 2019, worth a combined $8.39B — up 14% from $7.36B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new EFAV positions and 22 closed out — a net gain of 122 holders — while 238 added to existing stakes and 126 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $74.9M. The largest seller was Victory Capital Management, cutting an estimated $46.6M.

  • 563 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q4 2019, up from 450 in Q3 2019.
  • Funds reported $8.39B of iShares MSCI EAFE Min Vol Factor ETF stock for Q4 2019, up 14% quarter-over-quarter.
  • 144 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q4 2019 and 22 closed out, a net change of +122 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q4 2019 was Susquehanna International Group, an estimated $74.9M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q4 2019 was Victory Capital Management, an estimated $46.6M sold.

Based on aggregated 13F filings for Q4 2019.