iShares MSCI EAFE Min Vol Factor ETF
EFAV
546 hedge funds and large institutions have $4.71B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 140 increasing their positions, 253 reducing their positions, and 60 closing their positions.
2% more ownership
Funds ownership: 69.1% → 71.1% (+2%)
5% less funds holding
Funds holding: 576 → 546 (-30)
14% less funds holding in top 10
Funds holding in top 10: 35 → 30 (-5)
17% less capital invested
Capital invested by funds: $5.65B → $4.71B (-$939M)
32% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 60
45% less repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 253
56% less call options, than puts
Call options by funds: $224K | Put options by funds: $513K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$303M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$23.3M |
| 3 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$15.6M |
| 4 |
PCOC
Power Corp of Canada
Montreal, Quebec,
Canada
|
+$13.6M |
| 5 |
Jane Street
New York
|
+$9.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$179M |
| 2 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$70.7M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$60.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$46.3M |
| 5 |
FA
Financial Advisors
Andover,
Massachusetts
|
-$39.5M |
EFAV Hedge Fund Activity: Q1 2022 in Review
546 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q1 2022, worth a combined $4.71B — down 17% from $5.65B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of EFAV and 41 opened new positions — a net loss of 19 holders — while 253 trimmed existing stakes and 140 added.
The largest buyer was CFS Investment Advisory Services, adding an estimated $303M. The largest seller was Fidelity Investments, cutting an estimated $179M.
- 546 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q1 2022, down from 576 in Q4 2021.
- Funds reported $4.71B of iShares MSCI EAFE Min Vol Factor ETF stock for Q1 2022, down 17% quarter-over-quarter.
- 41 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q1 2022 and 60 closed out, a net change of -19 holders.
- The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $303M added.
- The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q1 2022 was Fidelity Investments, an estimated $179M sold.
Based on aggregated 13F filings for Q1 2022.