iShares MSCI EAFE Min Vol Factor ETF
EFAV
92 hedge funds and large institutions have $646M invested in iShares MSCI EAFE Min Vol Factor ETF in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 10 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 27
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
1% more funds holding
Funds holding: 91 → 92 (+1)
5.95% less ownership
Funds ownership: 62.55% → 56.59% (-6%)
17% less capital invested
Capital invested by funds: $782M → $646M (-$136M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
Top Sellers
| 1 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$83.3M |
| 2 |
LPL Financial
San Diego,
California
|
-$27.7M |
| 3 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$22M |
| 4 |
Jane Street
New York
|
-$6M |
| 5 |
CS
Comerica Securities
Detroit,
Michigan
|
-$5.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Citigroup
New York
| – | -$176K | -2,685 | Closed |
|
|
BRWA
102
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$3.27K | -50 | Closed |
|
103
AssetMark Inc
Concord,
California
| – | -$3K | -46 | Closed |
|
EFAV Hedge Fund Activity: Q3 2014 in Review
92 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q3 2014, worth a combined $646M — down 17% from $782M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new EFAV positions and 10 closed out — a net gain of 2 holders — while 39 added to existing stakes and 27 trimmed.
The largest buyer was Kiwi Wealth Investments Limited Partnership, opening a new position worth an estimated $14.4M. The largest seller was Allstate Corporation, cutting an estimated $83.3M.
- 92 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q3 2014, up from 91 in Q2 2014.
- Funds reported $646M of iShares MSCI EAFE Min Vol Factor ETF stock for Q3 2014, down 17% quarter-over-quarter.
- 12 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q3 2014 and 10 closed out, a net change of +2 holders.
- The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q3 2014 was Kiwi Wealth Investments Limited Partnership, an estimated $14.4M added.
- The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q3 2014 was Allstate Corporation, an estimated $83.3M sold.
Based on aggregated 13F filings for Q3 2014.