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iShares MSCI EAFE Min Vol Factor ETF

258 hedge funds and large institutions have $3.95B invested in iShares MSCI EAFE Min Vol Factor ETF in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

64% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 73

18% more funds holding in top 10

Funds holding in top 10: 2833 (+5)

13% more capital invested

Capital invested by funds: $3.5B → $3.95B (+$450M)

9% more funds holding

Funds holding: 236258 (+22)

0.14% less ownership

Funds ownership: 56.4%56.26% (-0.14%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.55M

Holders
258
Holders Change
+22
Holders Change %
+9.32%
% of All Funds
6.43%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.82%
New
38
Increased
120
Reduced
73
Closed
14
Calls
Puts
$1.55M
Net Calls
-$1.55M
Net Calls Change
-$810K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$1.02M +$279K +4,045 +38%
ONB
152
Old National Bancorp
Indiana
$970K +$738K +10,700 +324%
FA
153
FDx Advisors
Illinois
$902K -$8.48K -123 -0.9%
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$868K +$139K +2,021 +19%
BAC
155
Boys Arnold & Co
North Carolina
$849K +$23.8K +345 +3%
FWP
156
FAS Wealth Partners
Kansas
$834K +$14.5K +211 +2%
SWM
157
SVA Wealth Management
Wisconsin
$831K -$11.7K -170 -1%
CFG
158
CKW Financial Group
Hawaii
$830K +$74.1K +1,075 +10%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$826K +$317K +4,597 +63%
ASN
160
Advisory Services Network
Georgia
$818K -$410K -5,949 -33%
SI
161
SII Investments
Wisconsin
$817K +$132K +1,920 +19%
GI
162
Glovista Investments
New Jersey
$813K -$610K -8,845 -43%
AIP
163
Ameritas Investment Partners
Nebraska
$776K
APSP
164
Asset Planning Services (Pennsylvania)
Pennsylvania
$773K +$281K +4,075 +58%
FCAG
165
First Capital Advisors Group
New Jersey
$707K +$246K +3,573 +54%
JCM
166
Jacobi Capital Management
Pennsylvania
$693K +$698K +10,125 New
ACA
167
Anchor Capital Advisors
Massachusetts
$658K
Northern Trust
168
Northern Trust
Illinois
$640K +$369K +5,349 +137%
AWA
169
ARS Wealth Advisors
Florida
$629K -$3.31K -48 -0.5%
BRF
170
B. Riley Financial
California
$611K
OC
171
Oppenheimer & Co
New York
$581K -$8.2K -119 -1%
CG
172
Cutler Group
California
$581K +$579K +8,400 New
VIA
173
Vantage Investment Advisors
Pennsylvania
$574K +$5.24K +76 +0.9%
PFS
174
Prospera Financial Services
Texas
$550K +$552K +8,014 New
WS
175
Wedbush Securities
California
$539K -$6.07K -88 -1%

EFAV Hedge Fund Activity: Q2 2017 in Review

258 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q2 2017, worth a combined $3.95B — up 13% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EFAV positions and 14 closed out — a net gain of 24 holders — while 120 added to existing stakes and 73 trimmed.

The largest buyer was Bank of America, adding an estimated $79.6M. The largest seller was State Street, cutting an estimated $33.7M.

  • 258 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q2 2017, up from 236 in Q1 2017.
  • Funds reported $3.95B of iShares MSCI EAFE Min Vol Factor ETF stock for Q2 2017, up 13% quarter-over-quarter.
  • 38 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q2 2017 and 14 closed out, a net change of +24 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q2 2017 was Bank of America, an estimated $79.6M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q2 2017 was State Street, an estimated $33.7M sold.

Based on aggregated 13F filings for Q2 2017.