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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
AG
201
Ascent Group
Virginia
$1.87M +$1.94M +25,443 New
VFIC
202
Valley Forge Investment Consultants
Pennsylvania
$1.83M +$16.7K +219 +0.9%
CBFP
203
Cedar Brook Financial Partners
Ohio
$1.81M +$37.8K +496 +2%
TA
204
Townsend & Associates
Colorado
$1.78M +$76.9K +1,009 +4%
SWA
205
Sax Wealth Advisors
New Jersey
$1.76M – – –
RWA
206
Rainsberger Wealth Advisors
Colorado
$1.71M +$1.7M +22,295 New
GVAG
207
Great Valley Advisor Group
Delaware
$1.71M +$340K +4,457 +25%
Brown Advisory
208
Brown Advisory
Maryland
$1.69M +$101K +1,330 +6%
CW
209
CreativeOne Wealth
Kansas
$1.67M -$2.97K -39 -0.2%
KWM
210
Kingsview Wealth Management
Oregon
$1.66M +$155K +2,033 +10%
FT
211
Fiduciary Trust
Massachusetts
$1.64M -$246K -3,232 -13%
RPCA
212
Running Point Capital Advisors
California
$1.62M -$1.07M -14,097 -40%
AAP
213
Arax Advisory Partners
Colorado
$1.61M -$89.3K -1,172 -5%
SCM
214
Southport Capital Management
Tennessee
$1.6M +$490K +6,423 +45%
NA
215
Nottingham Advisors
New York
$1.6M -$338K -4,439 -18%
1832 Asset Management
216
1832 Asset Management
Ontario, Canada
$1.54M +$68.6K +900 +4%
Voloridge Investment Management
217
Voloridge Investment Management
Florida
$1.54M +$1.53M +20,095 New
LNC
218
Lincoln National Corp
Pennsylvania
$1.53M -$165K -2,167 -10%
SMA
219
Sage Mountain Advisors
Georgia
$1.5M +$1.49M +19,590 New
Rockefeller Capital Management
220
Rockefeller Capital Management
New York
$1.4M -$6.95M -91,114 -83%
PCA
221
Peddock Capital Advisors
Massachusetts
$1.38M -$16K -210 -1%
Cerity Partners
222
Cerity Partners
New York
$1.38M +$1.06M +13,853 +340%
MFW
223
Mosaic Family Wealth
Missouri
$1.37M +$121K +1,588 +10%
AWA
224
Acorn Wealth Advisors
Michigan
$1.35M -$12.6K -165 -0.9%
SMG
225
Smart Money Group
Texas
$1.35M -$29.4K -386 -2%
7 8
9
10 11

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.