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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
HighTower Advisors
151
HighTower Advisors
Illinois
$4.81M -$496K -7,286 -9%
FF
152
Friedenthal Financial
New Jersey
$4.67M -$248K -3,646 -5%
SWM
153
SVA Wealth Management
Wisconsin
$4.64M -$469K -6,883 -9%
DWM
154
Dakota Wealth Management
Florida
$4.55M +$292K +4,288 +7%
BEAM
155
Baker Ellis Asset Management
Washington
$4.45M -$211K -3,100 -5%
PA
156
PFG Advisors
Arizona
$4.4M +$176K +2,592 +4%
SMC
157
Smith, Moore & Co
Missouri
$4.37M -$3.51M -51,559 -45%
LWAC
158
Laurel Wealth Advisors (California)
California
$4.22M -$439K -6,451 -9%
GIA
159
Gladstone Institutional Advisory
Florida
$4.16M +$3.77M +55,396 +972%
CFO
160
CVA Family Office
Colorado
$4.16M +$359K +5,277 +9%
Citadel Advisors
161
Citadel Advisors
Florida
$4.12M +$4.11M +60,429 New
RF
162
RHS Financial
California
$4.11M -$205K -3,007 -5%
IWM
163
IHT Wealth Management
Illinois
$4M -$144K -2,113 -3%
MIAN
164
Mariner Independent Advisor Network
Kansas
$3.98M -$74.3K -1,091 -2%
PCM
165
Pointe Capital Management
Michigan
$3.91M +$91.6K +1,346 +2%
LWA
166
LWS Wealth Advisors
New Jersey
$3.9M +$69.6K +1,022 +2%
HNB
167
Huntington National Bank
Ohio
$3.87M
SIA
168
Sovereign Investment Advisors
Arizona
$3.83M
IA
169
IFP Advisors
Florida
$3.8M -$230K -3,383 -6%
WIC
170
Woodmont Investment Counsel
Tennessee
$3.78M +$340 +5 +0%
HA
171
HYA Advisors
Missouri
$3.71M +$60K +881 +2%
IWC
172
Integrated Wealth Concepts
Massachusetts
$3.7M -$399K -5,862 -10%
CBT
173
Central Bank & Trust
Kentucky
$3.68M +$126K +1,847 +4%
SCM
174
Stonehearth Capital Management
Massachusetts
$3.64M -$316K -4,641 -8%
TTWM
175
TCV Trust & Wealth Management
Virginia
$3.56M -$94.2K -1,384 -3%

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.