iShares MSCI EAFE Min Vol Factor ETF
EFAV
450 hedge funds and large institutions have $7.36B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 210 increasing their positions, 123 reducing their positions, and 28 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 210 | Existing positions reduced: 123
68% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 28
10% more funds holding in top 10
Funds holding in top 10: 60 → 66 (+6)
7% more capital invested
Capital invested by funds: $6.86B → $7.36B (+$505M)
4% more funds holding
Funds holding: 434 → 450 (+16)
0.51% more ownership
Funds ownership: 60.68% → 61.19% (+0.51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$176M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$71.2M |
| 3 |
SIRP
Shelter Insurance Retirement Plan
Columbia,
Missouri
|
+$59.6M |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
+$38.5M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$32.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$190M |
| 2 |
TWM
Tanglewood Wealth Management
Houston,
Texas
|
-$27.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$24.6M |
| 4 |
GGI
Godsey & Gibb Inc
Richmond,
Virginia
|
-$13.9M |
| 5 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$9.25M |
EFAV Hedge Fund Activity: Q3 2019 in Review
450 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q3 2019, worth a combined $7.36B — up 7.4% from $6.86B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new EFAV positions and 28 closed out — a net gain of 19 holders — while 210 added to existing stakes and 123 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $176M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $190M sold.
- 450 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q3 2019, up from 434 in Q2 2019.
- Funds reported $7.36B of iShares MSCI EAFE Min Vol Factor ETF stock for Q3 2019, up 7.4% quarter-over-quarter.
- 47 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q3 2019 and 28 closed out, a net change of +19 holders.
- The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q3 2019 was Victory Capital Management, an estimated $176M added.
- The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q3 2019 was United Services Automobile Association, an estimated $190M sold.
Based on aggregated 13F filings for Q3 2019.