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
PWA
126
Physician Wealth Advisors
Utah
$6.44M +$104K +1,527 +2%
EIP
127
Ellis Investment Partners
Pennsylvania
$6.39M +$44.9K +660 +0.7%
DL
128
DOHJ LLC
Washington
$6.36M +$140K +2,054 +2%
JP Morgan Chase
129
JP Morgan Chase
New York
$6.28M -$1.72M -25,276 -22%
MAFM
130
Mid Atlantic Financial Management
Pennsylvania
$6.19M -$3.66M -53,742 -38%
SIA
131
Soltis Investment Advisors
Utah
$6.1M -$596K -8,753 -9%
CFGS
132
Concourse Financial Group Securities
Alabama
$5.9M +$221K +3,244 +4%
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$5.9M +$167K +2,459 +3%
Franklin Resources
134
Franklin Resources
California
$5.85M +$585K +8,590 +11%
QWM
135
QP Wealth Management
New Jersey
$5.8M -$507K -7,445 -8%
VCS
136
Vaughan & Co Securities
New Jersey
$5.78M +$64.4K +946 +1%
CAL
137
Capital Advisors Ltd
Ohio
$5.62M -$81.5K -1,197 -1%
CAL
138
Capital Analysts LLC
Pennsylvania
$5.6M -$414K -6,075 -7%
HFG
139
Heron Financial Group
New York
$5.58M +$355K +5,217 +7%
SWP
140
Stratos Wealth Partners
Ohio
$5.55M -$217K -3,185 -4%
AWA
141
ARQ Wealth Advisors
Arizona
$5.42M +$250K +3,676 +5%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$5.32M +$128K +1,885 +2%
MWM
143
McNaughton Wealth Management
California
$5.3M -$168K -2,469 -3%
LFAS
144
Level Four Advisory Services
Texas
$5.25M -$547K -8,040 -9%
WI
145
Wintrust Investments
Illinois
$5.21M -$540K -7,932 -9%
BWA
146
BDO Wealth Advisors
Florida
$5.13M -$1.47M -21,622 -22%
DADC
147
D.A. Davidson & Co
Montana
$5.06M -$181K -2,663 -3%
SMG
148
Smart Money Group
Texas
$4.98M +$226K +3,314 +5%
Goldman Sachs
149
Goldman Sachs
New York
$4.97M -$1.63M -23,989 -25%
PD
150
Planning Directions
Pennsylvania
$4.89M -$469K -6,890 -9%

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.