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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
AP
101
Agilis Partners
Massachusetts
$11.9M +$11.9M +159,338 New
SWP
102
Summit Wealth Partners
Florida
$11.6M +$11.6M +155,527 New
GWM
103
Geneos Wealth Management
Colorado
$11.6M +$559K +7,501 +5%
TFS
104
TrustCore Financial Services
Tennessee
$11.5M +$1.01M +13,509 +10%
AMG
105
Asset Management Group
Connecticut
$11.2M +$3.01M +40,369 +37%
MFM
106
Mirsky Financial Management
New York
$11.2M +$522K +7,002 +5%
HFA
107
High Falls Advisors
New York
$11.2M -$3.71M -49,820 -25%
BWM
108
Brickley Wealth Management
California
$11M +$10.3M +137,617 +1,400%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$10.6M +$2.4M +32,176 +29%
AAP
110
Arax Advisory Partners
Colorado
$10.6M +$233K +3,127 +2%
KA
111
Klingman & Associates
New York
$10.6M +$1.44M +19,329 +16%
SHJ
112
Sharkey, Howes & Javer
Colorado
$10.5M -$232K -3,109 -2%
FCT
113
Family Capital Trust
Massachusetts
$10.3M +$57.1K +766 +0.6%
CI
114
CX Institutional
Indiana
$10.3M +$1.21M +16,229 +13%
CA
115
CXI Advisors
Indiana
$10.3M +$10.3M +138,241 New
BWA
116
BDO Wealth Advisors
Florida
$10.1M +$106K +1,416 +1%
S
117
SimplyRich
California
$9.97M +$88.2K +1,184 +0.9%
RTS
118
Round Table Services
New Jersey
$9.73M +$572K +7,676 +6%
SMG
119
Smart Money Group
Texas
$9.38M +$251K +3,368 +3%
EIP
120
Ellis Investment Partners
Pennsylvania
$8.85M +$752K +10,093 +9%
WFM
121
Wolff Financial Management
Michigan
$8.7M +$476K +6,384 +6%
CB
122
Community Bank
New York
$8.53M -$441K -5,915 -5%
SIAS
123
Shine Investment Advisory Services
Colorado
$8.41M +$8.09M +108,606 +2,564%
DADC
124
D.A. Davidson & Co
Montana
$8.31M +$429K +5,758 +5%
PD
125
Planning Directions
Pennsylvania
$8.26M +$144K +1,933 +2%

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.