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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
SPA
126
Shore Point Advisors
New Jersey
$2.65M +$39.2K +625 +1%
Cetera Investment Advisers
127
Cetera Investment Advisers
Illinois
$2.65M +$427K +6,816 +17%
ACP
128
Arcus Capital Partners
Georgia
$2.61M -$1.69M -27,007 -37%
IAS
129
IMA Advisory Services
Colorado
$2.58M -$41.1K -656 -1%
PWAG
130
Polaris Wealth Advisory Group
California
$2.54M +$178K +2,845 +7%
SWM
131
Southern Wealth Management
Texas
$2.52M -$594K -9,473 -18%
TFS
132
TrustCore Financial Services
Tennessee
$2.4M -$128K -2,038 -5%
TWA
133
Tillar-Wenstrup Advisors
Ohio
$2.37M -$105K -1,673 -4%
AIM
134
Anchor Investment Management
South Carolina
$2.35M +$200K +3,193 +8%
CAL
135
Capital Advisors Ltd
Ohio
$2.33M -$263K -4,198 -9%
CFO
136
CVA Family Office
Colorado
$2.32M -$626K -9,985 -20%
NA
137
NewEdge Advisors
Louisiana
$2.32M -$84.9K -1,354 -3%
T
138
TCWP
Ohio
$2.29M +$303K +4,832 +14%
NF
139
Nikulski Financial
Iowa
$2.27M -$75.8K -1,208 -3%
AFP
140
Ausdal Financial Partners
Iowa
$2.23M -$68.4K -1,091 -3%
VWA
141
Visionary Wealth Advisors
Illinois
$2.22M +$206K +3,283 +9%
MWM
142
MorganRosel Wealth Management
Colorado
$2.22M +$66K +1,053 +3%
LFAS
143
Level Four Advisory Services
Texas
$2.16M -$6.27K -100 -0.3%
AWA
144
ARQ Wealth Advisors
Arizona
$2.15M +$84.8K +1,352 +4%
AIMCA
145
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.02M +$2.22M +35,350 New
TA
146
Townsend & Associates
Colorado
$1.98M +$177K +2,818 +9%
HWM
147
HB Wealth Management
Georgia
$1.95M -$317K -5,054 -13%
RRA
148
Round Rock Advisors
Connecticut
$1.94M -$115K -1,841 -5%
KA
149
Klingman & Associates
New York
$1.94M -$8.29M -132,223 -80%
IAA
150
Ironsides Asset Advisors
North Carolina
$1.92M

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.