We are live on ! Find out more
EFAV icon

iShares MSCI EAFE Min Vol Factor ETF

533 hedge funds and large institutions have $5.58B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 151 increasing their positions, 237 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,188% more call options, than puts

Call options by funds: $7.76M | Put options by funds: $603K

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

1.61% more ownership

Funds ownership: 66.2%67.81% (+1.6%)

0% more funds holding

Funds holding: 531533 (+2)

3% less capital invested

Capital invested by funds: $5.73B → $5.58B (-$151M)

36% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 237

Holders
533
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
9.33%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.68%
New
47
Increased
151
Reduced
237
Closed
37
Calls
$7.76M
Puts
$603K
Net Calls
+$7.16M
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Change in
Stake
LF
526
Lee Financial
Texas
$3K
FA
527
Flagstar Advisors
New York
$3K +$2.95K +38 New
CFD
528
Creative Financial Designs
Indiana
$3K +$3.11K +40 New
PGAM
529
Princeton Global Asset Management
New Jersey
$2K -$466 -6 -23%
AA
530
AlphaMark Advisors
Kentucky
$2K
JHCP
531
Jackson Hole Capital Partners
Oklahoma
$2K
WWMSC
532
Wagner Wealth Management (South Carolina)
South Carolina
$1K
GKWIM
533
Gerber Kawasaki Wealth & Investment Management
California
$1K +$78 +1 New
BFG
534
Baron Financial Group
New Jersey
$753
WIM
535
Westside Investment Management
California
$64
BI
536
Berkeley Inc
Idaho
-$4.01M -53,084 Closed
CCP
537
Cassia Capital Partners
North Carolina
-$3.01M -39,854 Closed
Natixis Advisors
538
Natixis Advisors
Massachusetts
-$2.25M -29,729 Closed
VCM
539
Verde Capital Management
Michigan
-$2.2M -29,162 Closed
JWCA
540
J.W. Cole Advisors
Florida
-$1.57M -20,813 Closed
SWP
541
ShoreHaven Wealth Partners
New Jersey
-$969K -12,835 Closed
WP
542
WealthShield Partners
North Carolina
-$892K -11,812 Closed
SFS
543
Sowell Financial Services
Arkansas
-$762K -10,085 Closed
TA
544
Tiedemann Advisors
New York
-$662K -8,760 Closed
EWA
545
Exencial Wealth Advisors
Oklahoma
-$585K -7,748 Closed
PCIA
546
Prime Capital Investment Advisors
Kansas
-$577K -7,641 Closed
FTS
547
Fifth Third Securities
Ohio
-$397K -5,245 Closed
WI
548
Wintrust Investments
Illinois
-$383K -5,065 Closed
Principal Financial Group
549
Principal Financial Group
Iowa
-$268K -3,547 Closed
ERIM
550
Eagle Ridge Investment Management
Connecticut
-$265K -3,514 Closed

EFAV Hedge Fund Activity: Q3 2021 in Review

533 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q3 2021, worth a combined $5.58B — down 2.6% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EFAV positions and 37 closed out — a net gain of 10 holders — while 151 added to existing stakes and 237 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $48.7M. The largest seller was Bank of America, cutting an estimated $60.4M.

  • 533 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q3 2021, up from 531 in Q2 2021.
  • Funds reported $5.58B of iShares MSCI EAFE Min Vol Factor ETF stock for Q3 2021, down 2.6% quarter-over-quarter.
  • 47 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q3 2021 and 37 closed out, a net change of +10 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q3 2021 was Fidelity Investments, an estimated $48.7M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q3 2021 was Bank of America, an estimated $60.4M sold.

Based on aggregated 13F filings for Q3 2021.