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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
GI
576
Glovista Investments
New Jersey
-$637K -8,545 Closed
WAM
577
Wakefield Asset Management
Colorado
-$629K -8,442 Closed
SS
578
Simplicity Solutions
Minnesota
-$621K -8,328 Closed
VWA
579
VERITY Wealth Advisors
United States
-$536K -7,194 Closed
BCP
580
Blue Chip Partners
Michigan
-$465K -6,234 Closed
Lido Advisors
581
Lido Advisors
California
-$460K -6,177 Closed
TF
582
Trek Financial
Arizona
-$451K -6,056 Closed
WIA
583
World Investment Advisors
California
-$436K -5,853 Closed
CCM
584
Crabel Capital Management
California
-$422K -5,668 Closed
GPA
585
Guidance Point Advisors
Massachusetts
-$409K -5,491 Closed
DC
586
Derby & Company
Massachusetts
-$403K -5,409 Closed
BA
587
Bristlecone Advisors
Washington
-$391K -5,245 Closed
FA
588
FDx Advisors
Illinois
-$326K -4,379 Closed
PP
589
Paloma Partners
Connecticut
-$320K -4,290 Closed
WSTAM
590
Wilbanks Smith & Thomas Asset Management
Virginia
-$309K -4,146 Closed
LCP
591
Legacy Capital Partners
Wisconsin
-$303K -4,068 Closed
JPG
592
Jordan Park Group
California
-$303K -4,064 Closed
SFC
593
SYM Financial Corp
Indiana
-$294K -3,950 Closed
EWA
594
ERTS Wealth Advisors
Michigan
-$290K -3,890 Closed
CWM
595
Capital Wealth Management
Rhode Island
-$277K -3,720 Closed
GLA
596
Good Life Advisors
Pennsylvania
-$268K -3,613 Closed
EWM
597
Empirical Wealth Management
Washington
-$258K -3,458 Closed
BCA
598
Bay Colony Advisors
Massachusetts
-$260K -3,432 Closed
WMA
599
Wealth Management Associates
New Jersey
-$251K -3,361 Closed
RCA
600
Resonant Capital Advisors
Wisconsin
-$249K -3,345 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.