iShares MSCI EAFE Min Vol Factor ETF
EFAV
428 hedge funds and large institutions have $6.84B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 176 increasing their positions, 132 reducing their positions, and 30 closing their positions.
1,373% more call options, than puts
Call options by funds: $7.81M | Put options by funds: $530K
83% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 30
33% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 132
15% more capital invested
Capital invested by funds: $5.95B → $6.84B (+$896M)
4% more funds holding
Funds holding: 412 → 428 (+16)
2% more funds holding in top 10
Funds holding in top 10: 60 → 61 (+1)
1.04% less ownership
Funds ownership: 62.31% → 61.27% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$49.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$45.6M |
| 3 |
Morgan Stanley
New York
|
+$35.7M |
| 4 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$31.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$29.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$100M |
| 2 |
TWM
Tanglewood Wealth Management
Houston,
Texas
|
-$24.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$12.7M |
| 4 |
JP Morgan Chase
New York
|
-$7.09M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$6.68M |
EFAV Hedge Fund Activity: Q1 2019 in Review
428 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q1 2019, worth a combined $6.84B — up 15% from $5.95B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new EFAV positions and 30 closed out — a net gain of 25 holders — while 176 added to existing stakes and 132 trimmed.
The largest buyer was HBK Sorce Advisory, opening a new position worth an estimated $49.1M. The largest seller was AllianceBernstein, cutting an estimated $100M.
- 428 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q1 2019, up from 412 in Q4 2018.
- Funds reported $6.84B of iShares MSCI EAFE Min Vol Factor ETF stock for Q1 2019, up 15% quarter-over-quarter.
- 55 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q1 2019 and 30 closed out, a net change of +25 holders.
- The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q1 2019 was HBK Sorce Advisory, an estimated $49.1M added.
- The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q1 2019 was AllianceBernstein, an estimated $100M sold.
Based on aggregated 13F filings for Q1 2019.