iShares MSCI EAFE Min Vol Factor ETF
EFAV
563 hedge funds and large institutions have $6.18B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 147 increasing their positions, 273 reducing their positions, and 59 closing their positions.
1,186% more call options, than puts
Call options by funds: $7.63M | Put options by funds: $593K
0.86% more ownership
Funds ownership: 65.69% → 66.55% (+0.86%)
4% less funds holding
Funds holding: 587 → 563 (-24)
12% less capital invested
Capital invested by funds: $7.02B → $6.18B (-$832M)
28% less funds holding in top 10
Funds holding in top 10: 72 → 52 (-20)
31% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 59
46% less repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 273
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$66.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$64.7M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$54.4M |
| 4 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
+$26.5M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$135M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$114M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$78.2M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$55.2M |
| 5 |
Morgan Stanley
New York
|
-$54.8M |
EFAV Hedge Fund Activity: Q1 2021 in Review
563 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q1 2021, worth a combined $6.18B — down 12% from $7.02B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of EFAV and 41 opened new positions — a net loss of 18 holders — while 273 trimmed existing stakes and 147 added.
The largest buyer was Fidelity Investments, adding an estimated $66.7M. The largest seller was Ameriprise, cutting an estimated $135M.
- 563 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q1 2021, down from 587 in Q4 2020.
- Funds reported $6.18B of iShares MSCI EAFE Min Vol Factor ETF stock for Q1 2021, down 12% quarter-over-quarter.
- 41 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q1 2021 and 59 closed out, a net change of -18 holders.
- The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q1 2021 was Fidelity Investments, an estimated $66.7M added.
- The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q1 2021 was Ameriprise, an estimated $135M sold.
Based on aggregated 13F filings for Q1 2021.