iShares MSCI EAFE Min Vol Factor ETF
EFAV
333 hedge funds and large institutions have $4.77B invested in iShares MSCI EAFE Min Vol Factor ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 92 reducing their positions, and 18 closing their positions.
94% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 18
70% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 92
46% more call options, than puts
Call options by funds: $2.03M | Put options by funds: $1.39M
4% more funds holding
Funds holding: 319 → 333 (+14)
2% more funds holding in top 10
Funds holding in top 10: 44 → 45 (+1)
2% more capital invested
Capital invested by funds: $4.7B → $4.77B (+$71.9M)
2.06% less ownership
Funds ownership: 56.46% → 54.4% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
+$57.1M |
| 2 |
Jane Street
New York
|
+$32.2M |
| 3 |
LPL Financial
San Diego,
California
|
+$21M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$11.9M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$98.5M |
| 2 |
QI
QS Investors
New York
|
-$53M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$24.9M |
| 4 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$11.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$9.77M |
EFAV Hedge Fund Activity: Q1 2018 in Review
333 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q1 2018, worth a combined $4.77B — up 1.5% from $4.7B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new EFAV positions and 18 closed out — a net gain of 17 holders — while 156 added to existing stakes and 92 trimmed.
The largest buyer was Edelman Financial Services, opening a new position worth an estimated $57.1M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $98.5M sold.
- 333 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q1 2018, up from 319 in Q4 2017.
- Funds reported $4.77B of iShares MSCI EAFE Min Vol Factor ETF stock for Q1 2018, up 1.5% quarter-over-quarter.
- 35 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q1 2018 and 18 closed out, a net change of +17 holders.
- The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q1 2018 was Edelman Financial Services, an estimated $57.1M added.
- The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q1 2018 was Raymond James Financial Services Advisors, an estimated $98.5M sold.
Based on aggregated 13F filings for Q1 2018.