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iShares MSCI EAFE Min Vol Factor ETF

472 hedge funds and large institutions have $4.38B invested in iShares MSCI EAFE Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 131 increasing their positions, 181 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,171% more call options, than puts

Call options by funds: $509K | Put options by funds: $7K

18% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 50

0.07% less ownership

Funds ownership: 77.51%77.44% (-0.07%)

0% less funds holding

Funds holding: 474472 (-2)

12% less capital invested

Capital invested by funds: $4.97B → $4.38B (-$586M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

28% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 181

Holders
472
Holders Change
-2
Holders Change %
-0.42%
% of All Funds
6.22%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
59
Increased
131
Reduced
181
Closed
50
Calls
$509K
Puts
$7K
Net Calls
+$502K
Net Calls Change
+$502K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.62B +$15.1M +205,435 +0.9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$738M -$63.3M -859,458 -8%
BlackRock
3
BlackRock
New York
$291M -$5.66M -76,910 -2%
Morgan Stanley
4
Morgan Stanley
New York
$150M +$1.11M +15,038 +0.7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$121M -$23.3M -316,724 -16%
WBG
6
Wharton Business Group
Pennsylvania
$118M +$32.3M +438,796 +36%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$89.8M -$4.61M -62,616 -5%
Financial Engines Advisors
8
Financial Engines Advisors
California
$68.3M +$522K +7,088 +0.7%
LPL Financial
9
LPL Financial
California
$66.5M -$3.28M -44,632 -5%
SAM
10
Securian Asset Management
Minnesota
$59M -$12M -163,429 -16%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$49.2M -$15.9M -216,336 -24%
Wells Fargo
12
Wells Fargo
California
$43.7M -$802K -10,903 -2%
UBS Group
13
UBS Group
Switzerland
$42.6M +$454K +6,175 +1%
SEI Investments
14
SEI Investments
Pennsylvania
$40.8M -$2.18M -29,563 -5%
Ameriprise
15
Ameriprise
Minnesota
$35.5M -$1.53M -20,817 -4%
Raymond James Financial
16
Raymond James Financial
Florida
$29.2M +$30.4M +412,617 New
AllianceBernstein
17
AllianceBernstein
Tennessee
$29.1M +$2.63M +35,735 +9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$27M +$281K +3,823 +1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$23.7M -$259K -3,522 -1%
Amundi
20
Amundi
France
$21.3M -$633K -8,600 -3%
BWA
21
Burt Wealth Advisors
Maryland
$20.1M -$208K -2,829 -1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$20M -$13.8M -187,601 -40%
BCM
23
Brookstone Capital Management
Illinois
$18.9M -$1.42M -19,294 -7%
US Bancorp
24
US Bancorp
Minnesota
$17.3M -$672K -9,137 -4%
AssetMark Inc
25
AssetMark Inc
California
$14.6M +$110K +1,495 +0.7%

EFAV Hedge Fund Activity: Q4 2024 in Review

472 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q4 2024, worth a combined $4.38B — down 12% from $4.97B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new EFAV positions and 50 closed out — a net gain of 9 holders — while 131 added to existing stakes and 181 trimmed.

The largest buyer was Wharton Business Group, adding an estimated $32.3M. The largest seller was Jane Street, exiting entirely with an estimated $66.6M sold.

  • 472 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q4 2024, down from 474 in Q3 2024.
  • Funds reported $4.38B of iShares MSCI EAFE Min Vol Factor ETF stock for Q4 2024, down 12% quarter-over-quarter.
  • 59 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q4 2024 and 50 closed out, a net change of +9 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q4 2024 was Wharton Business Group, an estimated $32.3M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q4 2024 was Jane Street, an estimated $66.6M sold.

Based on aggregated 13F filings for Q4 2024.