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iShares MSCI EAFE Min Vol Factor ETF

474 hedge funds and large institutions have $4.97B invested in iShares MSCI EAFE Min Vol Factor ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 93 increasing their positions, 212 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 38

1% more funds holding

Funds holding: 467474 (+7)

4% less capital invested

Capital invested by funds: $5.16B → $4.97B (-$188M)

2.17% less ownership

Funds ownership: 79.67%77.51% (-2.2%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

56% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 212

Holders
474
Holders Change
+7
Holders Change %
+1.5%
% of All Funds
6.81%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
49
Increased
93
Reduced
212
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Avantax Advisory Services
Texas
$8.19M +$238K +3,229 +3%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$8.18M +$4.8M +64,948 +156%
Comerica Bank
53
Comerica Bank
Texas
$8.14M -$132K -1,786 -2%
MFG
54
Magnus Financial Group
New York
$8.1M -$135K -1,824 -2%
MCCP
55
Mission Creek Capital Partners
California
$8.01M -$493K -6,676 -6%
OPAM
56
Ocean Park Asset Management
California
$7.96M +$7.67M +103,814 New
JP Morgan Chase
57
JP Morgan Chase
New York
$7.85M -$246K -3,324 -3%
AMG
58
Asset Management Group
Connecticut
$7.83M -$76.6K -1,037 -1%
HighTower Advisors
59
HighTower Advisors
Illinois
$7.81M -$345K -4,671 -4%
MWM
60
McNaughton Wealth Management
California
$7.77M +$233K +3,160 +3%
DADC
61
D.A. Davidson & Co
Montana
$7.68M -$160K -2,165 -2%
Creative Planning
62
Creative Planning
Kansas
$7.61M +$49.3K +667 +0.7%
FF
63
Friedenthal Financial
New Jersey
$7.43M +$275K +3,728 +4%
WDL
64
Well Done LLC
Michigan
$7.31M -$205K -2,773 -3%
Truist Financial
65
Truist Financial
North Carolina
$6.72M +$20.2K +273 +0.3%
TNBTD
66
Trustmark National Bank Trust Department
Mississippi
$6.24M -$154K -2,086 -3%
AWS
67
Atria Wealth Solutions
New York
$5.25M -$655K -8,871 -11%
EC
68
Estate Counselors
Wisconsin
$5.21M +$10.6K +144 +0.2%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$5.18M -$723K -9,795 -13%
Stifel Financial
70
Stifel Financial
Missouri
$5.13M +$1.11M +15,011 +29%
GT
71
Glenmede Trust
Pennsylvania
$5.12M -$155K -2,104 -3%
EH
72
Equitable Holdings
New York
$5.11M -$164K -2,218 -3%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$5.1M -$593K -8,032 -11%
RWP
74
RWA Wealth Partners
Massachusetts
$5.07M +$4.88M +66,057 New
NA
75
NewEdge Advisors
Louisiana
$4.99M +$442K +5,978 +10%

EFAV Hedge Fund Activity: Q3 2024 in Review

474 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q3 2024, worth a combined $4.97B — down 3.6% from $5.16B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new EFAV positions and 38 closed out — a net gain of 11 holders — while 93 added to existing stakes and 212 trimmed.

The largest buyer was Jane Street, adding an estimated $32.2M. The largest seller was Bank of America, cutting an estimated $476M.

  • 474 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q3 2024, up from 467 in Q2 2024.
  • Funds reported $4.97B of iShares MSCI EAFE Min Vol Factor ETF stock for Q3 2024, down 3.6% quarter-over-quarter.
  • 49 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q3 2024 and 38 closed out, a net change of +11 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q3 2024 was Jane Street, an estimated $32.2M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q3 2024 was Bank of America, an estimated $476M sold.

Based on aggregated 13F filings for Q3 2024.