We are live on ! Find out more
EFAV icon

iShares MSCI EAFE Min Vol Factor ETF

519 hedge funds and large institutions have $6.92B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 177 increasing their positions, 222 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.01% more ownership

Funds ownership: 63.18%65.19% (+2%)

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

4% more capital invested

Capital invested by funds: $6.63B → $6.92B (+$286M)

0% less funds holding

Funds holding: 520519 (-1)

8% less funds holding in top 10

Funds holding in top 10: 7670 (-6)

20% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 222

Holders
519
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
10.47%
Holding in Top 10
70
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-7.89%
% of All Funds
1.41%
New
37
Increased
177
Reduced
222
Closed
34
Calls
$7.76M
Puts
Net Calls
+$7.76M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
REMPR
101
Roof Eidam Maycock Peralta (REMP)
California
$10.1M -$1.12M -16,385 -10%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$10M -$19.8M -291,032 -66%
EH
103
Equitable Holdings
New York
$9.84M -$1.84M -27,004 -16%
SWP
104
Summit Wealth Partners
Florida
$9.81M -$108K -1,591 -1%
S
105
SimplyRich
California
$9.73M -$60.4K -887 -0.6%
HCA
106
Heck Capital Advisors
Wisconsin
$9.65M -$10.9M -159,940 -53%
CI
107
CX Institutional
Indiana
$9.59M +$11.9K +175 +0.1%
MFG
108
Magnus Financial Group
New York
$9.55M +$203K +2,981 +2%
FVWA
109
Foster Victor Wealth Advisors
South Carolina
$9.31M +$3.37M +49,520 +57%
PFM
110
Peak Financial Management
Massachusetts
$9.24M -$214K -3,146 -2%
WFM
111
Wolff Financial Management
Michigan
$9.02M +$174K +2,555 +2%
ACM
112
Armbruster Capital Management
New York
$8.75M +$195K +2,865 +2%
JMPWA
113
JP Morgan Private Wealth Advisors
California
$8.74M -$134K -1,962 -2%
AAP
114
Arax Advisory Partners
Colorado
$8.67M +$14.6K +214 +0.2%
AI
115
Atria Investments
North Carolina
$8.66M -$3.06M -45,021 -26%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$8.36M -$10.2M -149,547 -55%
BA
117
Ballew Advisors
Mississippi
$8.14M -$59.7K -877 -0.7%
FI
118
Financial Insights
Washington
$7.44M -$3.13M -46,007 -30%
TFS
119
TrustCore Financial Services
Tennessee
$7.4M -$1.34M -19,639 -15%
WDL
120
Well Done LLC
Michigan
$7.29M -$259K -3,811 -3%
GLLW
121
Graves Light Lenhart Wealth
Virginia
$7.29M -$31.2K -459 -0.4%
JIC
122
JRM Investment Counsel
Nebraska
$7.07M -$482K -7,080 -6%
SFA
123
Stewardship Financial Advisors
Georgia
$6.76M +$302K +4,442 +5%
Kayne Anderson Rudnick Investment Management
124
Kayne Anderson Rudnick Investment Management
California
$6.5M +$62.4K +916 +1%
CB
125
Community Bank
New York
$6.5M +$249K +3,655 +4%

EFAV Hedge Fund Activity: Q3 2020 in Review

519 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q3 2020, worth a combined $6.92B — up 4.3% from $6.63B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EFAV positions and 34 closed out — a net gain of 3 holders — while 177 added to existing stakes and 222 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $89.8M. The largest seller was Ameriprise, cutting an estimated $77.7M.

  • 519 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q3 2020, down from 520 in Q2 2020.
  • Funds reported $6.92B of iShares MSCI EAFE Min Vol Factor ETF stock for Q3 2020, up 4.3% quarter-over-quarter.
  • 37 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q3 2020 and 34 closed out, a net change of +3 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q3 2020 was Fidelity Investments, an estimated $89.8M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q3 2020 was Ameriprise, an estimated $77.7M sold.

Based on aggregated 13F filings for Q3 2020.