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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
TNBTD
51
Trustmark National Bank Trust Department
Mississippi
$26.2M +$2.13M +28,522 +9%
JP Morgan Chase
52
JP Morgan Chase
New York
$25.3M -$745K -9,996 -3%
EH
53
Equitable Holdings
New York
$24.7M +$24.7M +331,417 New
EC
54
Estate Counselors
Wisconsin
$24.5M +$827K +11,100 +3%
AWMS
55
Advocacy Wealth Management Services
Georgia
$23.9M +$16.6M +222,427 +226%
HCA
56
Heck Capital Advisors
Wisconsin
$23.7M +$2.31M +31,067 +11%
MPW
57
Monterey Private Wealth
California
$23.5M +$23.5M +315,024 New
PWA
58
Peterson Wealth Advisors
Utah
$22.6M +$381K +5,115 +2%
AAS
59
Avantax Advisory Services
Texas
$22.4M +$20.8M +279,715 +1,382%
PAG
60
Private Advisor Group
New Jersey
$22.3M -$1.16M -15,607 -5%
SFS
61
Strategic Financial Services
New York
$21.8M +$10.9M +146,045 +99%
NAM
62
North American Management
Massachusetts
$21M +$343K +4,606 +2%
SI
63
SimpliFi Inc
California
$21M +$365K +4,905 +2%
CAN
64
Cetera Advisor Networks
California
$21M -$228K -3,061 -1%
SPC
65
Sigma Planning Corp
Michigan
$20.3M +$2.93M +39,365 +17%
PWP
66
Personal Wealth Partners
Minnesota
$20.1M +$2.81M +37,772 +16%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$20M +$12.7M +171,081 +177%
Stifel Financial
68
Stifel Financial
Missouri
$19.3M +$1.37M +18,451 +8%
SPIA
69
Steward Partners Investment Advisory
New York
$18.5M +$992K +13,310 +6%
ONST
70
Old North State Trust
North Carolina
$18.5M +$7.56M +101,507 +69%
Comerica Bank
71
Comerica Bank
Texas
$18.2M -$250K -3,356 -1%
VCM
72
Verde Capital Management
Michigan
$17.6M +$17.6M +236,028 New
PCFFS
73
Pacific Center for Financial Services
California
$16.5M +$386K +5,174 +2%
LFAS
74
Level Four Advisory Services
Texas
$16.5M -$114K -1,524 -0.8%
GGI
75
Godsey & Gibb Inc
Virginia
$16.5M +$11K +147 +0.1%

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.