iShares MSCI EAFE Min Vol Factor ETF
EFAV
66 hedge funds and large institutions have $546M invested in iShares MSCI EAFE Min Vol Factor ETF in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 7 closing their positions.
303% more capital inflows, than outflows
Capital inflows: $107M | Capital outflows: $26.5M
121% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 14
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
12% more funds holding
Funds holding: 59 → 66 (+7)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
+$56.8M |
| 2 |
NA
Nottingham Advisors
Amherst,
New York
|
+$6.3M |
| 3 |
BlackRock
New York
|
+$3.5M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$3.46M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$3.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$13.8M |
| 2 |
Jane Street
New York
|
-$3.66M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.28M |
| 4 |
NYLIM
New York Life Investment Management
New York
|
-$1.39M |
| 5 |
SG Americas Securities
New York
|
-$830K |
EFAV Hedge Fund Activity: Q4 2013 in Review
66 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q4 2013, worth a combined $546M — up 19% from $461M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EFAV positions and 7 closed out — a net gain of 8 holders — while 31 added to existing stakes and 14 trimmed.
The largest buyer was Windhaven Investment Management, adding an estimated $56.8M. The largest seller was Bank of America, cutting an estimated $13.8M.
- 66 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q4 2013, up from 59 in Q3 2013.
- Funds reported $546M of iShares MSCI EAFE Min Vol Factor ETF stock for Q4 2013, up 19% quarter-over-quarter.
- 15 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q4 2013 and 7 closed out, a net change of +8 holders.
- The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q4 2013 was Windhaven Investment Management, an estimated $56.8M added.
- The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q4 2013 was Bank of America, an estimated $13.8M sold.
Based on aggregated 13F filings for Q4 2013.