iShares MSCI EAFE Min Vol Factor ETF
EFAV
59 hedge funds and large institutions have $461M invested in iShares MSCI EAFE Min Vol Factor ETF in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 6 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 10
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
49% more capital invested
Capital invested by funds: $310M → $461M (+$151M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
9.8% more ownership
Funds ownership: 46.66% → 56.46% (+9.8%)
9% more funds holding
Funds holding: 54 → 59 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$105M |
| 2 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$9.11M |
| 3 |
Morgan Stanley
New York
|
+$8.44M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.5M |
| 5 |
BlackRock
New York
|
+$3.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$12.9M |
| 2 |
Goldman Sachs
New York
|
-$2.64M |
| 3 |
NYLIM
New York Life Investment Management
New York
|
-$1.68M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$982K |
| 5 |
Rafferty Asset Management
New York
|
-$961K |
EFAV Hedge Fund Activity: Q3 2013 in Review
59 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q3 2013, worth a combined $461M — up 49% from $310M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new EFAV positions and 6 closed out — a net gain of 5 holders — while 30 added to existing stakes and 10 trimmed.
The largest buyer was BlackRock Institutional Trust, adding an estimated $105M. The largest seller was UBS, cutting an estimated $12.9M.
- 59 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q3 2013, up from 54 in Q2 2013.
- Funds reported $461M of iShares MSCI EAFE Min Vol Factor ETF stock for Q3 2013, up 49% quarter-over-quarter.
- 11 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q3 2013 and 6 closed out, a net change of +5 holders.
- The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q3 2013 was BlackRock Institutional Trust, an estimated $105M added.
- The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q3 2013 was UBS, an estimated $12.9M sold.
Based on aggregated 13F filings for Q3 2013.