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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
CAG
201
Curtis Advisory Group
California
$862K +$3.13K +50 +0.3%
CAM
202
Cresset Asset Management
Illinois
$837K +$27.9K +445 +3%
MCM
203
MAI Capital Management
Ohio
$829K +$646K +10,300 +243%
JWCA
204
J.W. Cole Advisors
Florida
$827K -$41.4K -660 -4%
KFGK
205
Keystone Financial Group (Kentucky)
Kentucky
$804K -$75.4K -1,202 -8%
BDFN
206
Bond & Devick Financial Network
Minnesota
$802K -$21.6K -345 -2%
MA
207
MONECO Advisors
Connecticut
$801K -$83.2K -1,327 -9%
FAM
208
Forte Asset Management
New York
$797K +$179K +2,850 +26%
REMPR
209
Roof Eidam Maycock Peralta (REMP)
California
$786K
DP
210
Divergent Planning
Maryland
$786K +$864K +13,783 New
WB
211
WesBanco Bank
West Virginia
$783K -$73.3K -1,169 -8%
ONST
212
Old North State Trust
North Carolina
$775K +$851K +13,576 +96,971%
BCI
213
Brinker Capital Investments
Pennsylvania
$766K -$712K -11,355 -46%
TLFA
214
True Link Financial Advisors
California
$765K -$9.72K -155 -1%
CM
215
Columbus Macro
Pennsylvania
$765K +$841K +13,410 New
SB
216
Strategic Blueprint
Georgia
$762K -$106K -1,696 -11%
KSWA
217
Kathleen S. Wright Associates
Pennsylvania
$757K -$291K -4,634 -26%
WIA
218
World Investment Advisors
California
$752K -$45K -717 -5%
Thrivent Financial for Lutherans
219
Thrivent Financial for Lutherans
Minnesota
$741K -$128K -2,045 -14%
CW
220
CreativeOne Wealth
Kansas
$732K -$282K -4,505 -26%
RJT
221
Raymond James Trust
Florida
$730K -$46.4K -740 -5%
AP
222
Appleton Partners
Massachusetts
$711K -$23.2K -370 -3%
SC
223
Savant Capital
Illinois
$702K +$20.1K +320 +3%
RWA
224
Rainsberger Wealth Advisors
Colorado
$694K -$500K -7,969 -40%
BBW
225
Blue Barn Wealth
Utah
$688K -$32.9K -525 -4%

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.