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iShares MSCI EAFE Min Vol Factor ETF

519 hedge funds and large institutions have $6.92B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 177 increasing their positions, 222 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.01% more ownership

Funds ownership: 63.18%65.19% (+2%)

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

4% more capital invested

Capital invested by funds: $6.63B → $6.92B (+$286M)

0% less funds holding

Funds holding: 520519 (-1)

8% less funds holding in top 10

Funds holding in top 10: 7670 (-6)

20% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 222

Holders
519
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
10.47%
Holding in Top 10
70
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-7.89%
% of All Funds
1.41%
New
37
Increased
177
Reduced
222
Closed
34
Calls
$7.76M
Puts
Net Calls
+$7.76M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
MWC
201
MKD Wealth Coaches
Michigan
$2.62M -$792K -11,628 -23%
William Blair & Company
202
William Blair & Company
Illinois
$2.59M +$358K +5,258 +16%
CC
203
Courier Capital
New York
$2.55M -$49.5K -727 -2%
1832 Asset Management
204
1832 Asset Management
Ontario, Canada
$2.54M +$84.1K +1,236 +3%
ELI
205
Empire Life Investments
Ontario, Canada
$2.54M +$1.5M +22,100 +146%
SIC
206
Samalin Investment Counsel
New York
$2.53M -$74.2K -1,090 -3%
PG
207
Prostatis Group
Maryland
$2.49M +$918K +13,480 +59%
APA
208
American Portfolios Advisors
New York
$2.42M +$272 +4 +0%
AWA
209
Acorn Wealth Advisors
Michigan
$2.42M -$343K -5,033 -12%
AFP
210
Ausdal Financial Partners
Iowa
$2.37M +$608K +8,932 +35%
FT
211
Fiduciary Trust
Massachusetts
$2.35M -$25.3K -372 -1%
EP
212
Eudaimonia Partners
Tennessee
$2.34M +$2.29M +33,576 +4,574%
SFM
213
Signet Financial Management
New Jersey
$2.31M +$449K +6,599 +24%
FAIM
214
Financial Advocates Investment Management
Washington
$2.3M -$638K -9,368 -22%
IP
215
Investment Partners
Ohio
$2.3M +$20.5K +301 +0.9%
QCM
216
Quest Capital Management
Texas
$2.29M -$131K -1,925 -5%
CA
217
Calton & Associates
Florida
$2.26M -$226K -3,320 -9%
SCP
218
Syntal Capital Partners
Texas
$2.25M +$44.6K +655 +2%
BWM
219
Brickley Wealth Management
California
$2.23M +$222K +3,266 +11%
KFGK
220
Keystone Financial Group (Kentucky)
Kentucky
$2.22M +$26.6K +391 +1%
MI
221
Moneywise Inc
Virginia
$2.22M -$1.59M -23,398 -42%
NF
222
Nikulski Financial
Iowa
$2.21M -$103K -1,510 -4%
US Bancorp
223
US Bancorp
Minnesota
$2.18M -$232K -3,404 -10%
Northern Trust
224
Northern Trust
Illinois
$2.15M -$64.6K -949 -3%
OIA
225
OneDigital Investment Advisors
Kansas
$2.15M +$258K +3,788 +14%

EFAV Hedge Fund Activity: Q3 2020 in Review

519 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q3 2020, worth a combined $6.92B — up 4.3% from $6.63B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EFAV positions and 34 closed out — a net gain of 3 holders — while 177 added to existing stakes and 222 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $89.8M. The largest seller was Ameriprise, cutting an estimated $77.7M.

  • 519 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q3 2020, down from 520 in Q2 2020.
  • Funds reported $6.92B of iShares MSCI EAFE Min Vol Factor ETF stock for Q3 2020, up 4.3% quarter-over-quarter.
  • 37 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q3 2020 and 34 closed out, a net change of +3 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q3 2020 was Fidelity Investments, an estimated $89.8M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q3 2020 was Ameriprise, an estimated $77.7M sold.

Based on aggregated 13F filings for Q3 2020.