iShares MSCI EAFE Min Vol Factor ETF
EFAV
548 hedge funds and large institutions have $6.64B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 186 increasing their positions, 226 reducing their positions, and 90 closing their positions.
3,006% more call options, than puts
Call options by funds: $6.37M | Put options by funds: $205K
0.16% less ownership
Funds ownership: 64.02% → 63.86% (-0.16%)
3% less funds holding
Funds holding: 563 → 548 (-15)
4% less funds holding in top 10
Funds holding in top 10: 89 → 85 (-4)
11% less first-time investments, than exits
New positions opened: 80 | Existing positions closed: 90
18% less repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 226
21% less capital invested
Capital invested by funds: $8.39B → $6.64B (-$1.75B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$112M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$54.3M |
| 3 |
WPW
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
+$49.7M |
| 4 |
FBFS
First Business Financial Services
Madison,
Wisconsin
|
+$44.8M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
+$41.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$143M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$124M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$117M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$80.8M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$51.4M |
EFAV Hedge Fund Activity: Q1 2020 in Review
548 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q1 2020, worth a combined $6.64B — down 21% from $8.39B a quarter earlier.
Sellers outnumbered buyers: 90 funds closed out of EFAV and 80 opened new positions — a net loss of 10 holders — while 226 trimmed existing stakes and 186 added.
The largest buyer was Charles Schwab, opening a new position worth an estimated $112M. The largest seller was Fidelity Investments, cutting an estimated $143M.
- 548 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q1 2020, down from 563 in Q4 2019.
- Funds reported $6.64B of iShares MSCI EAFE Min Vol Factor ETF stock for Q1 2020, down 21% quarter-over-quarter.
- 80 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q1 2020 and 90 closed out, a net change of -10 holders.
- The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q1 2020 was Charles Schwab, an estimated $112M added.
- The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q1 2020 was Fidelity Investments, an estimated $143M sold.
Based on aggregated 13F filings for Q1 2020.