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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
BW
551
Bison Wealth
Georgia
$6K +$6.33K +85 New
Bessemer Group
552
Bessemer Group
New Jersey
$5K -$404K -5,428 -99%
SIS
553
Sound Income Strategies
Florida
$5K
DY
554
Dowling & Yahnke
California
$5K +$4.62K +62 New
SHWM
555
Silicon Hills Wealth Management
Texas
$4.4K +$16.1K +216 New
GWMIA
556
Global Wealth Management Investment Advisory
Florida
$4K
TCWM
557
Total Clarity Wealth Management
Illinois
$4K +$3.65K +49 New
LF
558
Lee Financial
Texas
$3K
SW
559
SVB Wealth
Massachusetts
$3K +$2.83K +38 New
HWA
560
HCR Wealth Advisors
California
$2K +$1.86K +25 New
CTC
561
Central Trust Company
Missouri
$1K -$10.7K -143 -89%
IF
562
Ironwood Financial
Arizona
$1K
LFG
563
Larson Financial Group
Missouri
$1K
HWM
564
Howard Wealth Management
Connecticut
$1K +$1.27K +17 New
VAG
565
VisionPoint Advisory Group
Texas
-$5.17M -70,817 Closed
Axa
566
Axa
France
-$5.12M -69,877 Closed
VC
567
Vicus Capital
Pennsylvania
-$3.49M -47,570 Closed
QA
568
Quantitative Advantage
Minnesota
-$1.34M -18,256 Closed
M&T Bank
569
M&T Bank
New York
-$1.19M -16,236 Closed
CG
570
Cutler Group
California
-$1.14M -15,300 Closed
Simplex Trading
571
Simplex Trading
Illinois
-$932K -12,727 Closed
PWAG
572
Polaris Wealth Advisory Group
California
-$584K -8,118 Closed
Wolverine Trading
573
Wolverine Trading
Illinois
-$388K -5,201 Closed
VCM
574
Vigilant Capital Management
Maine
-$269K -3,670 Closed
CAG
575
Csenge Advisory Group
Florida
-$256K -3,496 Closed

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.