iShares MSCI EAFE Min Vol Factor ETF
EFAV
587 hedge funds and large institutions have $7.02B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 155 increasing their positions, 234 reducing their positions, and 34 closing their positions.
1,791% more call options, than puts
Call options by funds: $8.66M | Put options by funds: $458K
221% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 34
13% more funds holding
Funds holding: 519 → 587 (+68)
3% more funds holding in top 10
Funds holding in top 10: 70 → 72 (+2)
1% more capital invested
Capital invested by funds: $6.92B → $7.02B (+$95.6M)
0.5% more ownership
Funds ownership: 65.19% → 65.69% (+0.5%)
34% less repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 234
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.4M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$18.6M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$14.9M |
| 4 |
AHC
Anderson Hoagland & Co
St Louis,
Missouri
|
+$11.2M |
| 5 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$5.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$121M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$53.7M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$46.3M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$31.8M |
| 5 |
Morgan Stanley
New York
|
-$31.4M |
EFAV Hedge Fund Activity: Q4 2020 in Review
587 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q4 2020, worth a combined $7.02B — up 1.4% from $6.92B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new EFAV positions and 34 closed out — a net gain of 75 holders — while 155 added to existing stakes and 234 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $21.4M. The largest seller was Victory Capital Management, exiting entirely with an estimated $121M sold.
- 587 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q4 2020, up from 519 in Q3 2020.
- Funds reported $7.02B of iShares MSCI EAFE Min Vol Factor ETF stock for Q4 2020, up 1.4% quarter-over-quarter.
- 109 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q4 2020 and 34 closed out, a net change of +75 holders.
- The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q4 2020 was Fidelity Investments, an estimated $21.4M added.
- The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q4 2020 was Victory Capital Management, an estimated $121M sold.
Based on aggregated 13F filings for Q4 2020.