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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
501
Cordatus Wealth Management
Pennsylvania
-$228K -3,603 Closed
CSPIA
502
Cary Street Partners Investment Advisory
Virginia
-$228K -3,595 Closed
RF
503
Resolute Financial
Massachusetts
-$215K -3,395 Closed
WAP
504
Wealthcare Advisory Partners
Pennsylvania
-$215K -3,389 Closed
MAG
505
Mayfair Advisory Group
Alabama
-$222K -3,373 Closed
RWB
506
RMR Wealth Builders
New Jersey
-$213K -3,366 Closed
TPWM
507
Twelve Points Wealth Management
Massachusetts
-$210K -3,311 Closed
MPCG
508
Matrix Private Capital Group
New York
-$208K -3,279 Closed
CG
509
Colony Group
Massachusetts
-$205K -3,241 Closed
BCA
510
Bay Colony Advisors
Massachusetts
-$212K -3,235 Closed
FPGK
511
Financial Partners Group (Kansas)
Kansas
-$204K -3,228 Closed
BA
512
Bristlecone Advisors
Washington
-$204K -3,215 Closed
FA
513
Faithward Advisors
Pennsylvania
-$201K -3,176 Closed
MLA
514
My Legacy Advisors
Oregon
-$200K -3,175 Closed
SWA
515
Stratos Wealth Advisors
Ohio
-$201K -3,171 Closed
SIAG
516
Safeguard Investment Advisory Group
California
-$201K -2,791 Closed
AW
517
ACG Wealth
Georgia
-$143K -2,257 Closed
SWM
518
SeaCrest Wealth Management
New York
-$132K -2,091 Closed
CA
519
CoreCap Advisors
Michigan
-$75K -1,192 Closed
PFGIA
520
Patriot Financial Group Insurance Agency
Massachusetts
-$73K -1,149 Closed
COCM
521
Charter Oak Capital Management
New Hampshire
-$73K -1,148 Closed
NL
522
NVWM LLC
Pennsylvania
-$44K -700 Closed
ACA
523
Aptus Capital Advisors
Alabama
-$43K -680 Closed
PWM
524
Prentice Wealth Management
New York
-$37K -591 Closed
SIAP
525
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$35K -551 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.