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iShares MSCI EAFE Min Vol Factor ETF
EFAV

576 hedge funds and large institutions have $5.65B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 182 increasing their positions, 208 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

718% more call options, than puts

Call options by funds: $687K | Put options by funds: $84K

128% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 40

8% more funds holding

Funds holding: 533 → 576 (+43)

1.29% more ownership

Funds ownership: 67.81% → 69.1% (+1.3%)

1% more capital invested

Capital invested by funds: $5.58B → $5.65B (+$69.6M)

10% less funds holding in top 10

Funds holding in top 10: 39 → 35 (-4)

13% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 208

Holders
576
Holders Change
+43
Holders Change %
+8.07%
% of All Funds
8.86%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.54%
New
91
Increased
182
Reduced
208
Closed
40
Calls
$687K
Puts
$84K
Net Calls
+$603K
Net Calls Change
-$6.56M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$50.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$24.5M
4
BlackRock
BlackRock
New York
+$14.9M
5
AssetMark Inc
AssetMark Inc
California
+$13.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$33.1M
2
Franklin Resources
Franklin Resources
California
-$24.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$21M
4
Bank of America
Bank of America
North Carolina
-$19.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$16.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
IP
176
Investment Partners
Ohio
$2.46M -$121K -1,592 -5%
Prudential Financial
177
Prudential Financial
New Jersey
$2.37M +$153K +2,001 +7%
SWM
178
Spire Wealth Management
Virginia
$2.37M +$159K +2,088 +7%
IWM
179
IHT Wealth Management
Illinois
$2.37M -$515K -6,762 -18%
CCWA
180
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.34M -$277K -3,637 -11%
ACM
181
Ashford Capital Management
Delaware
$2.33M +$31.5K +413 +1%
FFA
182
Fragasso Financial Advisors
Pennsylvania
$2.31M +$135K +1,765 +6%
IF
183
Integrity Financial
Wyoming
$2.31M +$2.3M +30,107 New
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$2.28M -$1.31M -17,200 -37%
MA
185
Mutual Advisors
Nebraska
$2.27M +$195K +2,552 +9%
APA
186
American Portfolios Advisors
New York
$2.26M +$43.7K +573 +2%
VWA
187
Visionary Wealth Advisors
Illinois
$2.25M +$162K +2,128 +8%
CC
188
Courier Capital
New York
$2.24M -$10.6K -139 -0.5%
TFS
189
TrustCore Financial Services
Tennessee
$2.22M -$1.52M -19,984 -41%
BPA
190
Beacon Pointe Advisors
California
$2.21M +$291K +3,813 +15%
CSWG
191
Cardinal Strategic Wealth Guidance
Kentucky
$2.17M -$14.2K -186 -0.7%
BEAM
192
Baker Ellis Asset Management
Washington
$2.17M -$126K -1,650 -6%
DL
193
DOHJ LLC
Washington
$2.08M -$464K -6,091 -18%
BCI
194
Brinker Capital Investments
Pennsylvania
$2.05M +$81.1K +1,064 +4%
TFA
195
Tranquilli Financial Advisor
New Jersey
$1.99M -$15.4K -202 -0.8%
PA
196
PFG Advisors
Arizona
$1.94M -$184K -2,410 -9%
CA
197
Calton & Associates
Florida
$1.94M -$181K -2,372 -9%
MIAN
198
Mariner Independent Advisor Network
Kansas
$1.91M -$445K -5,831 -19%
AF
199
Allworth Financial
California
$1.89M -$430K -5,635 -19%
TF
200
Tompkins Financial
New York
$1.88M -$15.5K -203 -0.8%
6 7
8
9 10

EFAV Hedge Fund Activity: Q4 2021 in Review

576 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q4 2021, worth a combined $5.65B — up 1.2% from $5.58B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new EFAV positions and 40 closed out — a net gain of 51 holders — while 182 added to existing stakes and 208 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $50.3M. The largest seller was Ameriprise, cutting an estimated $33.1M.

  • 576 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q4 2021, up from 533 in Q3 2021.
  • Funds reported $5.65B of iShares MSCI EAFE Min Vol Factor ETF stock for Q4 2021, up 1.2% quarter-over-quarter.
  • 91 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q4 2021 and 40 closed out, a net change of +51 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q4 2021 was Fidelity Investments, an estimated $50.3M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q4 2021 was Ameriprise, an estimated $33.1M sold.

Based on aggregated 13F filings for Q4 2021.