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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
TFA
526
Transamerica Financial Advisors
Florida
$18K -$1.42K -19 -7%
BWP
527
Baldwin Wealth Partners
Massachusetts
$17K
PP
528
Pacifica Partners
Canada
$17K +$16.8K +225 New
AA
529
Advisory Alpha
Michigan
$16.3K +$16.2K +218 New
FMP
530
Financial Management Professionals
Texas
$16K -$4.9M -65,764 -100%
OC
531
Oakworth Capital
Alabama
$15K
GEA
532
Glen Eagle Advisors
New Jersey
$14.2K +$14.2K +190 New
WCM
533
Wealthcare Capital Management
Virginia
$14K
SIM
534
Sonora Investment Management
Arizona
$14K +$2.53K +34 +22%
CCA
535
Column Capital Advisors
Indiana
$14K +$14.3K +192 New
CMBA
536
C.M. Bidwell & Associates
Hawaii
$13K -$373 -5 -3%
FWM
537
FSA Wealth Management
Massachusetts
$13K +$12.8K +172 New
KPCM
538
Kings Point Capital Management
New York
$12K -$12.1K -163 -51%
EWM
539
EPG Wealth Management
Georgia
$12K +$12.1K +163 New
SAM
540
S.A. Mason
Michigan
$11K +$11.2K +150 New
TCM
541
Tradewinds Capital Management
Washington
$10K
TA
542
TFG Advisers
Michigan
$10K +$10.1K +136 New
AA
543
AlphaMark Advisors
Kentucky
$9K
FWM
544
Filbrandt Wealth Management
Wisconsin
$9K +$9.54K +128 New
WQ
545
Wealth Quarterback
New Jersey
$8.97K +$8.94K +120 New
APWM
546
Atlas Private Wealth Management
New York
$8K +$8.2K +110 New
DAM
547
Delta Asset Management
Tennessee
$6K -$7.3K -98 -57%
RCA
548
Rowland Carmichael Advisors
Arizona
$6K
RMC
549
Resources Management Corp
Connecticut
$6K +$149 +2 +2%
JFA
550
JNBA Financial Advisors
Minnesota
$6K +$5.96K +80 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.