We are live on ! Find out more
EFAV icon

iShares MSCI EAFE Min Vol Factor ETF

533 hedge funds and large institutions have $5.58B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 151 increasing their positions, 237 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,188% more call options, than puts

Call options by funds: $7.76M | Put options by funds: $603K

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

1.61% more ownership

Funds ownership: 66.2%67.81% (+1.6%)

0% more funds holding

Funds holding: 531533 (+2)

3% less capital invested

Capital invested by funds: $5.73B → $5.58B (-$151M)

36% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 237

Holders
533
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
9.33%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.68%
New
47
Increased
151
Reduced
237
Closed
37
Calls
$7.76M
Puts
$603K
Net Calls
+$7.16M
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Change in
Stake
DL
176
DOHJ LLC
Washington
$2.55M -$513K -6,600 -17%
IP
177
Investment Partners
Ohio
$2.54M +$233 +3 +0%
SWP
178
Stratos Wealth Partners
Ohio
$2.53M -$55.4K -713 -2%
Thrivent Financial for Lutherans
179
Thrivent Financial for Lutherans
Minnesota
$2.49M
SIA
180
Sovereign Investment Advisors
Arizona
$2.49M
EFL
181
ERn Financial LLC
Wisconsin
$2.46M -$41K -528 -2%
Northern Trust
182
Northern Trust
Illinois
$2.43M -$56.7K -730 -2%
EC
183
Estate Counselors
Wisconsin
$2.32M -$9.24M -118,970 -79%
MIAN
184
Mariner Independent Advisor Network
Kansas
$2.32M +$444K +5,719 +23%
AF
185
Allworth Financial
California
$2.28M +$2.35M +30,287 New
ACM
186
Ashford Capital Management
Delaware
$2.25M -$621 -8 -0%
BEAM
187
Baker Ellis Asset Management
Washington
$2.23M -$171K -2,200 -7%
Prudential Financial
188
Prudential Financial
New Jersey
$2.23M -$68.9K -887 -3%
CC
189
Courier Capital
New York
$2.21M -$164K -2,116 -7%
APA
190
American Portfolios Advisors
New York
$2.17M -$116K -1,490 -5%
SWM
191
Spire Wealth Management
Virginia
$2.17M -$617K -7,943 -22%
CSWG
192
Cardinal Strategic Wealth Guidance
Kentucky
$2.15M -$222K -2,853 -9%
FFA
193
Fragasso Financial Advisors
Pennsylvania
$2.13M +$54.4K +701 +3%
CWM
194
Calamos Wealth Management
Illinois
$2.1M
PA
195
PFG Advisors
Arizona
$2.08M -$399K -5,132 -16%
CA
196
Calton & Associates
Florida
$2.08M -$17.4K -224 -0.8%
FHA
197
Flagship Harbor Advisors
Massachusetts
$2.08M
VWA
198
Visionary Wealth Advisors
Illinois
$2.05M +$32.1K +413 +2%
MA
199
Mutual Advisors
Nebraska
$2.04M -$38.4K -495 -2%
TFA
200
Tranquilli Financial Advisor
New Jersey
$1.97M -$1.17K -15 -0.1%

EFAV Hedge Fund Activity: Q3 2021 in Review

533 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q3 2021, worth a combined $5.58B — down 2.6% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EFAV positions and 37 closed out — a net gain of 10 holders — while 151 added to existing stakes and 237 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $48.7M. The largest seller was Bank of America, cutting an estimated $60.4M.

  • 533 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q3 2021, up from 531 in Q2 2021.
  • Funds reported $5.58B of iShares MSCI EAFE Min Vol Factor ETF stock for Q3 2021, down 2.6% quarter-over-quarter.
  • 47 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q3 2021 and 37 closed out, a net change of +10 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q3 2021 was Fidelity Investments, an estimated $48.7M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q3 2021 was Bank of America, an estimated $60.4M sold.

Based on aggregated 13F filings for Q3 2021.