iShares MSCI EAFE Min Vol Factor ETF
EFAV
471 hedge funds and large institutions have $5.96B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 215 reducing their positions, and 46 closing their positions.
15% more funds holding in top 10
Funds holding in top 10: 20 → 23 (+3)
7% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 46
1% more capital invested
Capital invested by funds: $5.88B → $5.96B (+$82M)
0.94% more ownership
Funds ownership: 78.76% → 79.7% (+0.94%)
2% less funds holding
Funds holding: 481 → 471 (-10)
49% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 215
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$145M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$80.1M |
| 3 |
Morgan Stanley
New York
|
+$44.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28.6M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$25.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$438M |
| 2 |
Jane Street
New York
|
-$68.5M |
| 3 |
GIS
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
|
-$16.1M |
| 4 |
WPW
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
-$13.5M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$12.5M |
EFAV Hedge Fund Activity: Q1 2023 in Review
471 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q1 2023, worth a combined $5.96B — up 1.4% from $5.88B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new EFAV positions and 46 closed out — a net gain of 3 holders — while 109 added to existing stakes and 215 trimmed.
The largest buyer was Balentine LLC, opening a new position worth an estimated $145M. The largest seller was Bank of America, cutting an estimated $438M.
- 471 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q1 2023, down from 481 in Q4 2022.
- Funds reported $5.96B of iShares MSCI EAFE Min Vol Factor ETF stock for Q1 2023, up 1.4% quarter-over-quarter.
- 49 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q1 2023 and 46 closed out, a net change of +3 holders.
- The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q1 2023 was Balentine LLC, an estimated $145M added.
- The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q1 2023 was Bank of America, an estimated $438M sold.
Based on aggregated 13F filings for Q1 2023.