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iShares MSCI EAFE Min Vol Factor ETF
EFAV
EFAV
345 hedge funds and large institutions have $5.33B invested in iShares MSCI EAFE Min Vol Factor ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 148 increasing their positions, 109 reducing their positions, and 25 closing their positions.
New
Increased
Maintained
Reduced
Closed
36% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 109
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 → $5.33B (+$539M)
4% more funds holding in top 10
Funds holding in top 10: 45 → 47 (+2)
1.6% more ownership
Funds ownership: 56.84% → 58.44% (+1.6%)
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
Holders
345
Holders Change
+4
Holders Change %
+1.17%
% of All Funds
7.89%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.07%
New
29
Increased
148
Reduced
109
Closed
25
Calls
$524K
Puts
$961K
Net Calls
-$437K
Net Calls Change
-$128K
Top Buyers
| 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
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$38.2M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$22.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$9.21M |
| 4 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$7.25M |
| 5 |
HA
Hamel Associates
Chatham,
New Jersey
|
-$6.77M |
