iShares MSCI EAFE Min Vol Factor ETF
EFAV
563 hedge funds and large institutions have $8.39B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 238 increasing their positions, 126 reducing their positions, and 22 closing their positions.
2,258% more call options, than puts
Call options by funds: $7.92M | Put options by funds: $336K
555% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 22
89% more repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 126
35% more funds holding in top 10
Funds holding in top 10: 66 → 89 (+23)
25% more funds holding
Funds holding: 450 → 563 (+113)
14% more capital invested
Capital invested by funds: $7.36B → $8.39B (+$1.03B)
2.83% more ownership
Funds ownership: 61.19% → 64.02% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$74.9M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$52.3M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$42.3M |
| 4 |
BlackRock
New York
|
+$40.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$39.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$46.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$19.2M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$6.12M |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
-$6.02M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.42M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HF
576
HRT Financial
New York
| – | -$218K | -2,976 | Closed |
|
|
BCA
577
Berman Capital Advisors
Atlanta,
Georgia
| – | -$187K | -2,559 | Closed |
|
578
Marshall Wace
London,
United Kingdom
| – | -$125K | -1,700 | Closed |
|
|
SB
579
Strategic Blueprint
Atlanta,
Georgia
| – | -$117K | -1,600 | Closed |
|
580
UBS AM
Chicago,
Illinois
| – | -$47.3K | -645 | Closed |
|
|
GSWM
581
Golden State Wealth Management
Santa Ana,
California
| – | -$13K | -182 | Closed |
|
|
TRCT
582
Tower Research Capital (TRC)
New York
| – | -$13K | -171 | Closed |
|
|
EW
583
Evoke Wealth
Los Angeles,
California
| – | -$10.5K | -143 | Closed |
|
|
CAN
584
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$5K | -70 | Closed |
|
|
NIC
585
Northwest Investment Counselors
Lake Oswego,
Oregon
| – | -$5K | -69 | Closed |
|
|
GWAG
586
Garrett Wealth Advisory Group
Weatherford,
Texas
| – | -$1.17K | -16 | Closed |
|
|
EWP
587
Engrave Wealth Partners
The Woodlands,
Texas
| – | +$596 | +8 | New |
|
EFAV Hedge Fund Activity: Q4 2019 in Review
563 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q4 2019, worth a combined $8.39B — up 14% from $7.36B a quarter earlier.
Buyers outnumbered sellers: 144 funds opened new EFAV positions and 22 closed out — a net gain of 122 holders — while 238 added to existing stakes and 126 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $74.9M. The largest seller was Victory Capital Management, cutting an estimated $46.6M.
- 563 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q4 2019, up from 450 in Q3 2019.
- Funds reported $8.39B of iShares MSCI EAFE Min Vol Factor ETF stock for Q4 2019, up 14% quarter-over-quarter.
- 144 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q4 2019 and 22 closed out, a net change of +122 holders.
- The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q4 2019 was Susquehanna International Group, an estimated $74.9M added.
- The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q4 2019 was Victory Capital Management, an estimated $46.6M sold.
Based on aggregated 13F filings for Q4 2019.