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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
PFA
176
Pathway Financial Advisors
Vermont
$4.8M +$575K +7,721 +14%
LWAC
177
Laurel Wealth Advisors (California)
California
$4.76M +$4.76M +63,846 New
GT
178
Glenmede Trust
Pennsylvania
$4.69M +$661K +8,869 +16%
AWA
179
Acorn Wealth Advisors
Michigan
$4.65M +$136K +1,829 +3%
SIA
180
Soltis Investment Advisors
Utah
$4.64M +$4.64M +62,291 New
CFO
181
CVA Family Office
Colorado
$4.57M +$4.57M +61,271 New
TTWM
182
TCV Trust & Wealth Management
Virginia
$4.46M -$7.23K -97 -0.2%
PA
183
PFG Advisors
Arizona
$4.45M +$70K +940 +2%
BIAS
184
Beacon Investment Advisory Services
New Jersey
$4.43M -$72.7K -976 -2%
SCM
185
Stonehearth Capital Management
Massachusetts
$4.41M -$120K -1,612 -3%
SIA
186
Sovereign Investment Advisors
Arizona
$4.24M +$4.24M +56,900 New
Natixis Advisors
187
Natixis Advisors
Massachusetts
$4.24M +$139K +1,871 +3%
HNB
188
Huntington National Bank
Ohio
$4.23M
FVWA
189
Foster Victor Wealth Advisors
South Carolina
$4.22M -$22.3K -299 -0.5%
CF
190
Centaurus Financial
California
$4.15M +$560K +7,520 +16%
DWM
191
Dakota Wealth Management
Florida
$4.1M +$1.78M +23,899 +77%
CS
192
Comerica Securities
Michigan
$4.08M +$15.9K +214 +0.4%
TF
193
Tompkins Financial
New York
$4.03M -$21.5K -289 -0.5%
IWM
194
IHT Wealth Management
Illinois
$4.02M +$2.74M +36,825 +216%
GRP
195
Global Retirement Partners
California
$4.01M -$136K -1,826 -3%
AL
196
Aspiriant LLC
California
$4.01M +$151K +2,028 +4%
AWA
197
Alaska Wealth Advisors
Alaska
$3.98M +$3.98M +53,432 New
IAA
198
Independent Advisor Alliance
North Carolina
$3.85M +$3.85M +51,624 New
MWM
199
MorganRosel Wealth Management
Colorado
$3.84M +$23.2K +311 +0.6%
LWA
200
LWS Wealth Advisors
New Jersey
$3.83M +$3.83M +51,367 New

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.