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iShares MSCI EAFE Min Vol Factor ETF

467 hedge funds and large institutions have $5.33B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 117 increasing their positions, 226 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more capital invested

Capital invested by funds: $3.93B → $5.33B (+$1.4B)

16.05% more ownership

Funds ownership: 67.5%83.55% (+16%)

10% less funds holding

Funds holding: 521467 (-54)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

48% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 226

59% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 76

Holders
467
Holders Change
-54
Holders Change %
-10.36%
% of All Funds
8.04%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.4%
New
31
Increased
117
Reduced
226
Closed
76
Calls
$192K
Puts
Net Calls
+$192K
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Change in
Stake
S
51
SimplyRich
California
$9.64M -$199K -3,178 -2%
Creative Planning
52
Creative Planning
Kansas
$9.26M -$1.43M -22,869 -12%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$9.07M -$879K -14,025 -8%
1WM
54
1900 Wealth Management
Texas
$8.87M -$48.7K -776 -0.5%
GC
55
GFG Capital
Florida
$8.61M -$27.2K -434 -0.3%
HighTower Advisors
56
HighTower Advisors
Illinois
$8.57M -$2M -31,866 -17%
JP Morgan Chase
57
JP Morgan Chase
New York
$8.28M -$787K -12,557 -8%
HFG
58
Heron Financial Group
New York
$8.04M +$891K +14,205 +11%
LS
59
Liquid Strategies
Georgia
$8.03M +$454K +7,237 +5%
UCFA
60
United Capital Financial Advisors
Texas
$8.02M -$1.06M -16,839 -11%
WFM
61
Wolff Financial Management
Michigan
$7.88M -$207K -3,295 -2%
SPIA
62
Steward Partners Investment Advisory
New York
$7.55M -$620K -9,894 -7%
AMG
63
Asset Management Group
Connecticut
$7.32M -$31.1K -496 -0.4%
JMPWA
64
JP Morgan Private Wealth Advisors
California
$7.06M -$706K -11,255 -8%
BA
65
Ballew Advisors
Mississippi
$6.95M +$90.5K +1,444 +1%
VCS
66
Vaughan & Co Securities
New Jersey
$6.92M +$313K +4,996 +4%
PFM
67
Peak Financial Management
Massachusetts
$6.77M -$433K -6,911 -5%
KAS
68
Kestra Advisory Services
Texas
$6.74M +$178K +2,833 +2%
PMG
69
ProVise Management Group
Florida
$6.73M -$1.24M -19,719 -14%
RIM
70
Rakuten Investment Management
Japan
$6.63M +$3.51M +55,900 +93%
MCCP
71
Mission Creek Capital Partners
California
$6.28M +$73.4K +1,170 +1%
WDL
72
Well Done LLC
Michigan
$6.2M +$136K +2,172 +2%
US Bancorp
73
US Bancorp
Minnesota
$6.12M +$385K +6,138 +6%
HNB
74
Huntington National Bank
Ohio
$6.12M
DADC
75
D.A. Davidson & Co
Montana
$6.1M -$222K -3,541 -3%

EFAV Hedge Fund Activity: Q3 2022 in Review

467 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q3 2022, worth a combined $5.33B — up 36% from $3.93B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of EFAV and 31 opened new positions — a net loss of 45 holders — while 226 trimmed existing stakes and 117 added.

The largest buyer was Bank of America, adding an estimated $2.1B. The largest seller was Jane Street, cutting an estimated $71.8M.

  • 467 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q3 2022, down from 521 in Q2 2022.
  • Funds reported $5.33B of iShares MSCI EAFE Min Vol Factor ETF stock for Q3 2022, up 36% quarter-over-quarter.
  • 31 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q3 2022 and 76 closed out, a net change of -45 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q3 2022 was Bank of America, an estimated $2.1B added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q3 2022 was Jane Street, an estimated $71.8M sold.

Based on aggregated 13F filings for Q3 2022.