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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
HA
201
HYA Advisors
Missouri
$3.78M +$3.78M +50,703 New
ACS
202
Archford Capital Strategies
Illinois
$3.73M -$496K -6,655 -12%
GVAG
203
Great Valley Advisor Group
Delaware
$3.67M +$111K +1,496 +3%
WB
204
WesBanco Bank
West Virginia
$3.6M +$356K +4,773 +11%
SA
205
Strategic Advisors
New York
$3.58M +$1.17M +15,693 +48%
EWM
206
Edge Wealth Management
New York
$3.56M -$43.4K -583 -1%
US Bancorp
207
US Bancorp
Minnesota
$3.52M +$90.1K +1,209 +3%
6M
208
6 Meridian
Kansas
$3.51M -$15.6K -210 -0.4%
IWC
209
Integrated Wealth Concepts
Massachusetts
$3.47M +$1.91M +25,674 +123%
TPWA
210
TRUE Private Wealth Advisors
Oregon
$3.44M +$35.6K +478 +1%
NF
211
Nikulski Financial
Iowa
$3.38M +$459K +6,163 +16%
ACA
212
Atlas Capital Advisors
Wyoming
$3.23M +$2.98M +40,045 +1,224%
MCM
213
Mattern Capital Management
Colorado
$3.17M +$3.17M +42,503 New
WAS
214
Wealth Advisory Solutions
Indiana
$3.15M +$3.15M +42,275 New
EFL
215
ERn Financial LLC
Wisconsin
$3.14M +$388K +5,210 +14%
HR
216
Hardy Reed
Mississippi
$3.14M +$796K +10,687 +34%
NFG
217
Norris Financial Group
South Carolina
$3.1M +$3.1M +41,612 New
APA
218
American Portfolios Advisors
New York
$3.1M +$245K +3,283 +9%
MAS
219
Madden Advisory Services
Florida
$3.02M
NEPWA
220
New England Private Wealth Advisors
Massachusetts
$3M +$27.7K +372 +0.9%
FEG
221
Fund Evaluation Group
Ohio
$3M +$3M +40,300 New
VCP
222
Verus Capital Partners
Arizona
$2.98M +$2.98M +39,991 New
TWA
223
Tillar-Wenstrup Advisors
Ohio
$2.97M -$102K -1,375 -3%
WWM
224
WT Wealth Management
Arizona
$2.96M +$58.2K +781 +2%
NP
225
NorthRock Partners
Minnesota
$2.95M -$4.82M -64,671 -62%

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.