iShares MSCI EAFE Min Vol Factor ETF
EFAV
486 hedge funds and large institutions have $6.31B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 121 increasing their positions, 222 reducing their positions, and 45 closing their positions.
4,757% more call options, than puts
Call options by funds: $340K | Put options by funds: $7K
51% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 45
3% more funds holding
Funds holding: 470 → 486 (+16)
2.64% more ownership
Funds ownership: 82.48% → 85.12% (+2.6%)
4% more capital invested
Capital invested by funds: $6.05B → $6.31B (+$260M)
26% less funds holding in top 10
Funds holding in top 10: 19 → 14 (-5)
45% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 222
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$97.2M |
| 2 |
Morgan Stanley
New York
|
+$95.3M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$33.4M |
| 4 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$26M |
| 5 |
S
SimplyRich
Carlsbad,
California
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$152M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$39.5M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$24.8M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$16.8M |
| 5 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$15.4M |
EFAV Hedge Fund Activity: Q4 2023 in Review
486 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q4 2023, worth a combined $6.31B — up 4.3% from $6.05B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new EFAV positions and 45 closed out — a net gain of 23 holders — while 121 added to existing stakes and 222 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $97.2M. The largest seller was Balentine LLC, cutting an estimated $152M.
- 486 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q4 2023, up from 470 in Q3 2023.
- Funds reported $6.31B of iShares MSCI EAFE Min Vol Factor ETF stock for Q4 2023, up 4.3% quarter-over-quarter.
- 68 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q4 2023 and 45 closed out, a net change of +23 holders.
- The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q4 2023 was Fidelity Investments, an estimated $97.2M added.
- The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q4 2023 was Balentine LLC, an estimated $152M sold.
Based on aggregated 13F filings for Q4 2023.