iShares MSCI EAFE Min Vol Factor ETF
EFAV
412 hedge funds and large institutions have $5.95B invested in iShares MSCI EAFE Min Vol Factor ETF in 2018 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 166 increasing their positions, 109 reducing their positions, and 29 closing their positions.
1,431% more call options, than puts
Call options by funds: $6.94M | Put options by funds: $453K
238% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 29
52% more repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 109
28% more funds holding in top 10
Funds holding in top 10: 47 → 60 (+13)
19% more funds holding
Funds holding: 345 → 412 (+67)
11% more capital invested
Capital invested by funds: $5.33B → $5.95B (+$612M)
3.87% more ownership
Funds ownership: 58.44% → 62.31% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$291M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$279M |
| 3 |
Morgan Stanley
New York
|
+$95.8M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$63.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$60.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$94.8M |
| 2 |
QI
QS Investors
New York
|
-$63.3M |
| 3 |
PW
Price Wealth
Austin,
Texas
|
-$24.7M |
| 4 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
-$20.7M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$13.5M |
EFAV Hedge Fund Activity: Q4 2018 in Review
412 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q4 2018, worth a combined $5.95B — up 11% from $5.33B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new EFAV positions and 29 closed out — a net gain of 69 holders — while 166 added to existing stakes and 109 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $291M. The largest seller was Cornerstone Wealth Management, cutting an estimated $94.8M.
- 412 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q4 2018, up from 345 in Q3 2018.
- Funds reported $5.95B of iShares MSCI EAFE Min Vol Factor ETF stock for Q4 2018, up 11% quarter-over-quarter.
- 98 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q4 2018 and 29 closed out, a net change of +69 holders.
- The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q4 2018 was Fidelity Investments, an estimated $291M added.
- The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $94.8M sold.
Based on aggregated 13F filings for Q4 2018.