We are live on ! Find out more
EFAV icon

iShares MSCI EAFE Min Vol Factor ETF

258 hedge funds and large institutions have $3.95B invested in iShares MSCI EAFE Min Vol Factor ETF in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

64% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 73

18% more funds holding in top 10

Funds holding in top 10: 2833 (+5)

13% more capital invested

Capital invested by funds: $3.5B → $3.95B (+$450M)

9% more funds holding

Funds holding: 236258 (+22)

0.14% less ownership

Funds ownership: 56.4%56.26% (-0.14%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.55M

Holders
258
Holders Change
+22
Holders Change %
+9.32%
% of All Funds
6.43%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.82%
New
38
Increased
120
Reduced
73
Closed
14
Calls
Puts
$1.55M
Net Calls
-$1.55M
Net Calls Change
-$810K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
$22.3M +$1.41M +20,458 +7%
MML Investors Services
27
MML Investors Services
Massachusetts
$21.1M +$21M +305,221 New
PAG
28
Private Advisor Group
New Jersey
$21.1M +$1.34M +19,414 +7%
FM
29
Foster & Motley
Ohio
$20.5M -$440K -6,381 -2%
EC
30
Estate Counselors
Wisconsin
$20.4M -$717K -10,400 -3%
LFAS
31
Level Four Advisory Services
Texas
$20.2M -$5.15M -74,702 -20%
OBWP
32
O'Brien Wealth Partners
Massachusetts
$19.4M +$1.77M +25,728 +10%
PFM
33
Peak Financial Management
Massachusetts
$18.3M +$16.4K +238 +0.1%
AG
34
Advisor Group
Arizona
$17.8M +$2.55M +37,066 +17%
FHA
35
First Horizon Advisors
Tennessee
$16M +$990K +14,366 +7%
HCA
36
Heck Capital Advisors
Wisconsin
$15.9M +$208K +3,024 +1%
CPSAC
37
Chas P. Smith & Associates (CPS)
Florida
$15.8M +$1.07M +15,595 +7%
HA
38
Hamel Associates
New Jersey
$15.6M +$6.36M +92,286 +70%
REMPR
39
Roof Eidam Maycock Peralta (REMP)
California
$15.5M -$562K -8,160 -4%
Goldman Sachs
40
Goldman Sachs
New York
$15.1M +$118K +1,714 +0.8%
Comerica Bank
41
Comerica Bank
Texas
$14.4M -$647K -9,391 -4%
NAM
42
North American Management
Massachusetts
$13.6M +$511K +7,415 +4%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$13M +$13M +188,103 New
ACP
44
Arcus Capital Partners
Georgia
$13M +$706K +10,248 +6%
RJA
45
Raymond James & Associates
Florida
$12.9M +$2.63M +38,145 +26%
MWM
46
Mascoma Wealth Management
New Hampshire
$12.5M +$2.09M +30,353 +20%
AWMS
47
Advocacy Wealth Management Services
Georgia
$12.3M -$2.78M -40,354 -19%
CG
48
Colony Group
Massachusetts
$12.2M +$12.2M +176,725 New
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$12.2M -$687K -9,967 -5%
SFA
50
Stewardship Financial Advisors
Georgia
$11.9M +$3.72M +54,026 +46%

EFAV Hedge Fund Activity: Q2 2017 in Review

258 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q2 2017, worth a combined $3.95B — up 13% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EFAV positions and 14 closed out — a net gain of 24 holders — while 120 added to existing stakes and 73 trimmed.

The largest buyer was Bank of America, adding an estimated $79.6M. The largest seller was State Street, cutting an estimated $33.7M.

  • 258 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q2 2017, up from 236 in Q1 2017.
  • Funds reported $3.95B of iShares MSCI EAFE Min Vol Factor ETF stock for Q2 2017, up 13% quarter-over-quarter.
  • 38 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q2 2017 and 14 closed out, a net change of +24 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q2 2017 was Bank of America, an estimated $79.6M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q2 2017 was State Street, an estimated $33.7M sold.

Based on aggregated 13F filings for Q2 2017.