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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
VI
76
Vestcor Inc
New Brunswick, Canada
$5.99M -$81.8K -1,304 -1%
AC
77
Apella Capital
Connecticut
$5.96M +$1.05M +16,755 +19%
MG
78
Mather Group
Illinois
$5.92M +$6.51M +103,786 New
CA
79
Cetera Advisors
Colorado
$5.88M -$308K -4,908 -5%
UB
80
UMB Bank
Missouri
$5.86M -$1.01M -16,076 -14%
AWS
81
Atria Wealth Solutions
New York
$5.77M -$1.29M -20,645 -17%
CAN
82
Cetera Advisor Networks
California
$5.71M -$344K -5,479 -5%
LNC
83
Lincoln National Corp
Pennsylvania
$5.7M +$4.99M +79,519 +389%
SPC
84
Sigma Planning Corp
Michigan
$5.68M -$468K -7,468 -7%
PAG
85
Private Advisor Group
New Jersey
$5.65M -$579K -9,241 -9%
HSA
86
HBK Sorce Advisory
Pennsylvania
$5.65M -$852K -13,587 -12%
WIC
87
Woodmont Investment Counsel
Tennessee
$5.61M -$549K -8,755 -8%
AWA
88
Alaska Wealth Advisors
Alaska
$5.5M +$3.35M +53,344 +124%
Comerica Bank
89
Comerica Bank
Texas
$5.49M -$1.22M -19,406 -17%
TC
90
Tacita Capital
Ontario, Canada
$5.41M +$298K +4,760 +5%
EH
91
Equitable Holdings
New York
$5.26M +$183K +2,920 +3%
LNB
92
Ledyard National Bank
$5.12M +$511K +8,156 +10%
FF
93
Friedenthal Financial
New Jersey
$4.84M +$106K +1,685 +2%
SAS
94
Sanford Advisory Services
Michigan
$4.83M -$1.19M -19,000 -18%
H6H
95
Hightower 6M Holding
Kansas
$4.76M +$187K +2,976 +4%
IA
96
IFP Advisors
Florida
$4.74M +$162K +2,590 +4%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$4.66M -$1.26M -20,162 -20%
FANJ
98
Financial Architects (New Jersey)
New Jersey
$4.66M +$5.12M +81,671 New
GLLW
99
Graves Light Lenhart Wealth
Virginia
$4.59M -$3.69M -58,789 -42%
CI
100
CX Institutional
Indiana
$4.54M -$7.47M -119,156 -60%

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.