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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
MIAN
176
Mariner Independent Advisor Network
Kansas
$1.36M -$460K -7,328 -24%
PA
177
PFG Advisors
Arizona
$1.33M -$23.4K -373 -2%
1832 Asset Management
178
1832 Asset Management
Ontario, Canada
$1.28M -$187K -2,980 -12%
FWM
179
Fortress Wealth Management
California
$1.28M +$180K +2,871 +15%
SAM
180
Sawgrass Asset Management
Florida
$1.28M
AG
181
Ascent Group
Virginia
$1.27M -$1K -16 -0.1%
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$1.23M +$19.3K +308 +1%
AWM
183
AE Wealth Management
Kansas
$1.22M +$467K +7,445 +53%
TF
184
Tompkins Financial
New York
$1.18M -$164K -2,615 -11%
TFA
185
Transamerica Financial Advisors
Florida
$1.12M +$255K +4,067 +26%
NA
186
Nottingham Advisors
New York
$1.12M -$9.34K -149 -0.8%
YIH
187
Y-Intercept (HK)
Hong Kong
$1.03M +$1.13M +18,080 New
Jane Street
188
Jane Street
New York
$1M -$71.8M -1,144,308 -98%
PD
189
Planning Directions
Pennsylvania
$997K -$803K -12,812 -42%
DL
190
DOHJ LLC
Washington
$964K -$175K -2,793 -14%
FCA
191
FLC Capital Advisors
California
$955K -$832K -13,263 -44%
PFA
192
Pathway Financial Advisors
Vermont
$944K +$103K +1,638 +11%
KWM
193
Kingsview Wealth Management
Oregon
$942K -$141K -2,241 -12%
EW
194
Enzi Wealth
Texas
$936K +$931K +14,839 New
VFIC
195
Valley Forge Investment Consultants
Pennsylvania
$928K +$61.3K +978 +6%
FT
196
Fiduciary Trust
Massachusetts
$923K -$293K -4,666 -22%
SWP
197
Stratos Wealth Partners
Ohio
$921K -$560K -8,938 -36%
GRP
198
Global Retirement Partners
California
$889K -$117K -1,865 -11%
AWA
199
Acorn Wealth Advisors
Michigan
$876K -$73.6K -1,174 -7%
BAM
200
Belpointe Asset Management
Nevada
$867K +$1.76K +28 +0.2%

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.