iShares MSCI EAFE Min Vol Factor ETF
EFAV
345 hedge funds and large institutions have $5.32B invested in iShares MSCI EAFE Min Vol Factor ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 149 increasing their positions, 108 reducing their positions, and 25 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 108
16% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 25
11% more capital invested
Capital invested by funds: $4.8B → $5.32B (+$519M)
4% more funds holding in top 10
Funds holding in top 10: 45 → 47 (+2)
2.04% more ownership
Funds ownership: 55.29% → 57.34% (+2%)
1% more funds holding
Funds holding: 341 → 345 (+4)
45% less call options, than puts
Call options by funds: $524K | Put options by funds: $961K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$51.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$43.3M |
| 3 |
QI
QS Investors
New York
|
+$35.8M |
| 4 |
OBWP
O'Brien Wealth Partners
Waltham,
Massachusetts
|
+$26.6M |
| 5 |
CIC
Cutler Investment Counsel
Jacksonville,
Oregon
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$22.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$9.21M |
| 3 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$7.25M |
| 4 |
HA
Hamel Associates
Chatham,
New Jersey
|
-$6.77M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$5.69M |
EFAV Hedge Fund Activity: Q3 2018 in Review
345 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q3 2018, worth a combined $5.32B — up 11% from $4.8B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new EFAV positions and 25 closed out — a net gain of 4 holders — while 149 added to existing stakes and 108 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $51.8M. The largest seller was AllianceBernstein, cutting an estimated $22.7M.
- 345 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q3 2018, up from 341 in Q2 2018.
- Funds reported $5.32B of iShares MSCI EAFE Min Vol Factor ETF stock for Q3 2018, up 11% quarter-over-quarter.
- 29 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q3 2018 and 25 closed out, a net change of +4 holders.
- The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $51.8M added.
- The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q3 2018 was AllianceBernstein, an estimated $22.7M sold.
Based on aggregated 13F filings for Q3 2018.