iShares MSCI EAFE Min Vol Factor ETF
EFAV
250 hedge funds and large institutions have $5.18B invested in iShares MSCI EAFE Min Vol Factor ETF in 2016 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 118 increasing their positions, 71 reducing their positions, and 16 closing their positions.
125% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 16
66% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 71
25% more funds holding in top 10
Funds holding in top 10: 32 → 40 (+8)
8% more capital invested
Capital invested by funds: $4.78B → $5.18B (+$404M)
7% more funds holding
Funds holding: 233 → 250 (+17)
1.61% less ownership
Funds ownership: 64.85% → 63.24% (-1.6%)
96% less call options, than puts
Call options by funds: $19K | Put options by funds: $446K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$131M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$87.4M |
| 3 |
QI
QS Investors
New York
|
+$40.7M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$30.5M |
| 5 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
+$24.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$83.7M |
| 2 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$73M |
| 3 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$27.5M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$22.9M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$13.3M |
EFAV Hedge Fund Activity: Q3 2016 in Review
250 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q3 2016, worth a combined $5.18B — up 8.5% from $4.78B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new EFAV positions and 16 closed out — a net gain of 20 holders — while 118 added to existing stakes and 71 trimmed.
The largest buyer was Ameriprise, adding an estimated $131M. The largest seller was Fidelity Investments, cutting an estimated $83.7M.
- 250 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q3 2016, up from 233 in Q2 2016.
- Funds reported $5.18B of iShares MSCI EAFE Min Vol Factor ETF stock for Q3 2016, up 8.5% quarter-over-quarter.
- 36 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q3 2016 and 16 closed out, a net change of +20 holders.
- The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q3 2016 was Ameriprise, an estimated $131M added.
- The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q3 2016 was Fidelity Investments, an estimated $83.7M sold.
Based on aggregated 13F filings for Q3 2016.