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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
NL
526
NWAM LLC
Washington
-$1.05M -15,832 Closed
RIA
527
Regal Investment Advisors
Michigan
-$908K -13,751 Closed
PCMC
528
Paragon Capital Management (Colorado)
Colorado
-$674K -10,207 Closed
CCFM
529
Clear Creek Financial Management
Washington
-$631K -9,559 Closed
SHJ
530
Sharkey, Howes & Javer
Colorado
-$549K -8,313 Closed
NP
531
NorthRock Partners
Minnesota
-$536K -8,114 Closed
TI
532
tru Independence
Oregon
-$462 -7,000 Closed
RMA
533
Roffman Miller Associates
Pennsylvania
-$451K -6,830 Closed
SFP
534
Shepherd Financial Partners
Massachusetts
-$448K -6,786 Closed
JIP
535
Jaffetilchin Investment Partners
Florida
-$419K -6,345 Closed
FFA
536
First Foundation Advisors
California
-$400K -6,056 Closed
AWA
537
Arete Wealth Advisors
Illinois
-$352K -5,334 Closed
PA
538
Paragon Advisors
Texas
-$288K -4,355 Closed
HB
539
Homrich & Berg
Georgia
-$247K -3,740 Closed
ESB
540
Essex Savings Bank
Connecticut
-$205K -3,107 Closed
CG
541
Cutler Group
California
-$123K -1,800 Closed
ACA
542
Atlas Capital Advisors
Wyoming
-$116K -1,750 Closed
AWM
543
Apollon Wealth Management
South Carolina
-$89K -1,354 Closed
PW
544
Price Wealth
Texas
-$86K -1,298 Closed
HFA
545
HC Financial Advisors
California
-$48K -721 Closed
BWM
546
BerganKDV Wealth Management
Minnesota
-$43K -646 Closed
PP
547
Pacifica Partners
Canada
-$15K -225 Closed
TC
548
Truvestments Capital
Florida
-$13K -200 Closed
SF
549
Synovus Financial
Georgia
-$12K -176 Closed
RMC
550
Resources Management Corp
Connecticut
-$6K -87 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.