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iShares MSCI EAFE Min Vol Factor ETF

131 hedge funds and large institutions have $1.27B invested in iShares MSCI EAFE Min Vol Factor ETF in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 63 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 10

186% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 22

61% more capital invested

Capital invested by funds: $786M → $1.27B (+$482M)

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

18% more funds holding

Funds holding: 111131 (+20)

3.07% more ownership

Funds ownership: 58.42%61.49% (+3.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $389K

Holders
131
Holders Change
+20
Holders Change %
+18.02%
% of All Funds
3.49%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.35%
New
33
Increased
63
Reduced
22
Closed
10
Calls
Puts
$389K
Net Calls
-$389K
Net Calls Change
-$389K

EFAV Hedge Fund Activity: Q1 2015 in Review

131 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q1 2015, worth a combined $1.27B — up 61% from $786M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EFAV positions and 10 closed out — a net gain of 23 holders — while 63 added to existing stakes and 22 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $151M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $21.6M.

  • 131 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q1 2015, up from 111 in Q4 2014.
  • Funds reported $1.27B of iShares MSCI EAFE Min Vol Factor ETF stock for Q1 2015, up 61% quarter-over-quarter.
  • 33 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q1 2015 and 10 closed out, a net change of +23 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q1 2015 was BlackRock Institutional Trust, an estimated $151M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q1 2015 was Ladenburg Thalmann Financial Services, an estimated $21.6M sold.

Based on aggregated 13F filings for Q1 2015.