iShares MSCI EAFE Min Vol Factor ETF
EFAV
131 hedge funds and large institutions have $1.26B invested in iShares MSCI EAFE Min Vol Factor ETF in 2015 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 23 reducing their positions, and 10 closing their positions.
220% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 10
174% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 23
60% more capital invested
Capital invested by funds: $787M → $1.26B (+$473M)
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
17% more funds holding
Funds holding: 112 → 131 (+19)
2.71% more ownership
Funds ownership: 58.78% → 61.49% (+2.7%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $389K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$151M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$47.4M |
| 3 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$25M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$21.6M |
| 2 |
KWILP
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
-$6.58M |
| 3 |
FAAM
First Allied Asset Management
San Diego,
California
|
-$6.57M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$5.31M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.89M |
EFAV Hedge Fund Activity: Q1 2015 in Review
131 of the 3,770 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 $1.26B — up 60% from $787M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new EFAV positions and 10 closed out — a net gain of 22 holders — while 63 added to existing stakes and 23 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 112 in Q4 2014.
- Funds reported $1.26B of iShares MSCI EAFE Min Vol Factor ETF stock for Q1 2015, up 60% quarter-over-quarter.
- 32 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q1 2015 and 10 closed out, a net change of +22 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.