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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
Jane Street
76
Jane Street
New York
$16.4M -$4.77M -63,994 -23%
AllianceBernstein
77
AllianceBernstein
Tennessee
$16M +$4.03M +54,072 +34%
JMPWA
78
JP Morgan Private Wealth Advisors
California
$15.8M +$654K +8,779 +4%
MCM
79
MV Capital Management
Maryland
$15.3M -$44K -591 -0.3%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$15.3M +$2.64M +35,401 +21%
FCA
81
FLC Capital Advisors
California
$14.9M +$342K +4,584 +2%
CSWG
82
Cardinal Strategic Wealth Guidance
Kentucky
$14.7M +$14.7M +197,893 New
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$14.1M +$87.2K +1,170 +0.6%
LNC
84
Lincoln National Corp
Pennsylvania
$14.1M +$135K +1,812 +1%
CWAF
85
Core Wealth Advisors (Florida)
Florida
$13.9M +$13.9M +187,026 New
APW
86
Austin Private Wealth
Texas
$13.9M +$13.9M +186,983 New
CG
87
Colony Group
Massachusetts
$13.8M -$103K -1,388 -0.7%
Citadel Advisors
88
Citadel Advisors
Florida
$13.8M +$13.8M +185,221 New
PFM
89
Peak Financial Management
Massachusetts
$13.5M -$39K -523 -0.3%
CIC
90
Cutler Investment Counsel
Oregon
$13.1M -$268K -3,596 -2%
PMG
91
ProVise Management Group
Florida
$13M +$21.1K +283 +0.2%
SWP
92
Stratos Wealth Partners
Ohio
$12.9M +$888K +11,921 +7%
PFA
93
Pettinga Financial Advisors
Indiana
$12.9M -$236K -3,163 -2%
FANJ
94
Financial Architects (New Jersey)
New Jersey
$12.8M +$765K +10,270 +6%
LS
95
Liquid Strategies
Georgia
$12.8M +$12.8M +171,485 New
Goldman Sachs
96
Goldman Sachs
New York
$12.7M -$69.9K -938 -0.5%
RPSA
97
Richard P. Slaughter Associates
Texas
$12.6M +$12.6M +168,896 New
ACP
98
Arcus Capital Partners
Georgia
$12.4M -$210K -2,820 -2%
REMPR
99
Roof Eidam Maycock Peralta (REMP)
California
$12.2M +$375K +5,031 +3%
SFA
100
Stewardship Financial Advisors
Georgia
$12.1M +$701K +9,411 +6%

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.