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iShares MSCI EAFE Min Vol Factor ETF

519 hedge funds and large institutions have $6.92B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 177 increasing their positions, 222 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.01% more ownership

Funds ownership: 63.18%65.19% (+2%)

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

4% more capital invested

Capital invested by funds: $6.63B → $6.92B (+$286M)

0% less funds holding

Funds holding: 520519 (-1)

8% less funds holding in top 10

Funds holding in top 10: 7670 (-6)

20% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 222

Holders
519
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
10.47%
Holding in Top 10
70
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-7.89%
% of All Funds
1.41%
New
37
Increased
177
Reduced
222
Closed
34
Calls
$7.76M
Puts
Net Calls
+$7.76M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
501
Front Row Advisors
California
$9K
TCM
502
Tradewinds Capital Management
Washington
$9K
FHC
503
First Horizon Corporation
Tennessee
$8K +$8.99K +132 New
SSB
504
Sandy Spring Bank
Maryland
$7K -$15.2K -224 -68%
APWM
505
Atlas Private Wealth Management
New York
$7K
GTAM
506
Global Trust Asset Management
Florida
$7K
HWA
507
HHM Wealth Advisors
Tennessee
$7K
RCA
508
Rowland Carmichael Advisors
Arizona
$6K
IF
509
Ironwood Financial
Arizona
$6K +$5.11K +75 +441%
FP
510
Fiduciary Planning
Florida
$6K +$5.51K +81 New
JFA
511
JNBA Financial Advisors
Minnesota
$5K
SIS
512
Sound Income Strategies
Florida
$5K
MFAM
513
M Financial Asset Management
Oregon
$4K +$2.72K +40 +250%
FFC
514
First Financial Corp
Indiana
$3K
LF
515
Lee Financial
Texas
$3K
PFO
516
Pathstone Family Office
New Jersey
$3K
SXL
517
Summit X LLC
Missouri
$2.66K +$8.58K +126 +3%
PGAM
518
Princeton Global Asset Management
New Jersey
$2K
AA
519
AlphaMark Advisors
Kentucky
$1K
BFG
520
Baron Financial Group
New Jersey
$681 +$681 +10 New
WIM
521
Westside Investment Management
California
$117 -$162K -2,382 -58%
SI
522
SimpliFi Inc
California
-$20.1M -304,693 Closed
MWA
523
MFA Wealth Advisors
Pennsylvania
-$16.4M -249,003 Closed
WAOI
524
Wealth Advisors of Iowa
Iowa
-$5.03M -76,189 Closed
Millennium Management
525
Millennium Management
New York
-$1.26M -19,126 Closed

EFAV Hedge Fund Activity: Q3 2020 in Review

519 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q3 2020, worth a combined $6.92B — up 4.3% from $6.63B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EFAV positions and 34 closed out — a net gain of 3 holders — while 177 added to existing stakes and 222 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $89.8M. The largest seller was Ameriprise, cutting an estimated $77.7M.

  • 519 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q3 2020, down from 520 in Q2 2020.
  • Funds reported $6.92B of iShares MSCI EAFE Min Vol Factor ETF stock for Q3 2020, up 4.3% quarter-over-quarter.
  • 37 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q3 2020 and 34 closed out, a net change of +3 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q3 2020 was Fidelity Investments, an estimated $89.8M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q3 2020 was Ameriprise, an estimated $77.7M sold.

Based on aggregated 13F filings for Q3 2020.