iShares MSCI EAFE Min Vol Factor ETF
EFAV
435 hedge funds and large institutions have $6.85B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 198 increasing their positions, 132 reducing their positions, and 32 closing their positions.
1,276% more call options, than puts
Call options by funds: $6.59M | Put options by funds: $479K
50% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 132
41% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 32
2% more funds holding
Funds holding: 428 → 435 (+7)
0% more capital invested
Capital invested by funds: $6.84B → $6.85B (+$6.97M)
0.59% less ownership
Funds ownership: 61.27% → 60.68% (-0.59%)
2% less funds holding in top 10
Funds holding in top 10: 61 → 60 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
Tanglewood Wealth Management
Houston,
Texas
|
+$29.4M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$25.5M |
| 3 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$25.3M |
| 4 |
BlackRock
New York
|
+$20.2M |
| 5 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$126M |
| 2 |
TF
Tompkins Financial
Ithaca,
New York
|
-$39.9M |
| 3 |
QI
QS Investors
New York
|
-$31.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$29.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$26.6M |
EFAV Hedge Fund Activity: Q2 2019 in Review
435 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q2 2019, worth a combined $6.85B — up 0.1% from $6.84B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new EFAV positions and 32 closed out — a net gain of 13 holders — while 198 added to existing stakes and 132 trimmed.
The largest buyer was Tanglewood Wealth Management, adding an estimated $29.4M. The largest seller was Fidelity Investments, cutting an estimated $126M.
- 435 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q2 2019, up from 428 in Q1 2019.
- Funds reported $6.85B of iShares MSCI EAFE Min Vol Factor ETF stock for Q2 2019, up 0.1% quarter-over-quarter.
- 45 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q2 2019 and 32 closed out, a net change of +13 holders.
- The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q2 2019 was Tanglewood Wealth Management, an estimated $29.4M added.
- The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q2 2019 was Fidelity Investments, an estimated $126M sold.
Based on aggregated 13F filings for Q2 2019.