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iShares MSCI EAFE Min Vol Factor ETF

548 hedge funds and large institutions have $6.76B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 186 increasing their positions, 226 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,006% more call options, than puts

Call options by funds: $6.37M | Put options by funds: $205K

1.02% more ownership

Funds ownership: 64.02%65.04% (+1%)

3% less funds holding

Funds holding: 563548 (-15)

4% less funds holding in top 10

Funds holding in top 10: 8985 (-4)

11% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 90

18% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 226

19% less capital invested

Capital invested by funds: $8.39B → $6.76B (-$1.63B)

Holders
548
Holders Change
-15
Holders Change %
-2.66%
% of All Funds
12.08%
Holding in Top 10
85
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.49%
% of All Funds
1.87%
New
80
Increased
186
Reduced
226
Closed
90
Calls
$6.37M
Puts
$205K
Net Calls
+$6.16M
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
551
Agilis Partners
Massachusetts
-$11.9M -159,338 Closed
FIG
552
FundX Investment Group
California
-$6.87M -92,189 Closed
WCA
553
Westover Capital Advisors
Delaware
-$6.23M -83,585 Closed
MWM
554
Minot Wealth Management
Massachusetts
-$6.16M -81,455 Closed
BAM
555
Berkshire Asset Management
Pennsylvania
-$5.27M -70,663 Closed
BZWA
556
Blue Zone Wealth Advisors
California
-$5.2M -69,763 Closed
AWA
557
Alaska Wealth Advisors
Alaska
-$3.98M -53,432 Closed
IAA
558
Independent Advisor Alliance
North Carolina
-$3.85M -51,624 Closed
SA
559
Strategic Advisors
New York
-$3.58M -48,075 Closed
EWM
560
Edge Wealth Management
New York
-$3.56M -47,956 Closed
MCM
561
Mattern Capital Management
Colorado
-$3.17M -42,503 Closed
NFG
562
Norris Financial Group
South Carolina
-$3.1M -41,612 Closed
MAS
563
Madden Advisory Services
Florida
-$3.02M -40,490 Closed
JWCA
564
J.W. Cole Advisors
Florida
-$2.77M -37,113 Closed
NFG
565
NewFocus Financial Group
Washington
-$2.6M -34,854 Closed
HA
566
Hamel Associates
New Jersey
-$2.55M -34,230 Closed
SCM
567
Southport Capital Management
Tennessee
-$2.44M -32,771 Closed
TI
568
tru Independence
Oregon
-$1.89M -30,405 Closed
APCM
569
Alaska Permanent Capital Management
Alaska
-$2.03M -27,210 Closed
MWP
570
MYCIO Wealth Partners
Pennsylvania
-$1.93M -25,824 Closed
PCA
571
Peddock Capital Advisors
Massachusetts
-$1.44M -19,345 Closed
FP
572
Fiduciary Planning
Florida
-$947K -12,638 Closed
CCG
573
Cypress Capital Group
Florida
-$851K -11,422 Closed
CCMG
574
Clark Capital Management Group
Pennsylvania
-$722K -9,692 Closed
SAM
575
Silvercrest Asset Management
New York
-$679K -9,105 Closed

EFAV Hedge Fund Activity: Q1 2020 in Review

548 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q1 2020, worth a combined $6.76B — down 19% from $8.39B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of EFAV and 80 opened new positions — a net loss of 10 holders — while 226 trimmed existing stakes and 186 added.

The largest buyer was Victory Capital Management, adding an estimated $149M. The largest seller was Fidelity Investments, cutting an estimated $143M.

  • 548 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q1 2020, down from 563 in Q4 2019.
  • Funds reported $6.76B of iShares MSCI EAFE Min Vol Factor ETF stock for Q1 2020, down 19% quarter-over-quarter.
  • 80 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q1 2020 and 90 closed out, a net change of -10 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q1 2020 was Victory Capital Management, an estimated $149M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q1 2020 was Fidelity Investments, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2020.