iShares MSCI EAFE Min Vol Factor ETF
EFAV
520 hedge funds and large institutions have $6.63B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 185 increasing their positions, 236 reducing their positions, and 71 closing their positions.
2% less capital invested
Capital invested by funds: $6.76B → $6.63B (-$125M)
1.86% less ownership
Funds ownership: 65.04% → 63.18% (-1.9%)
5% less funds holding
Funds holding: 548 → 520 (-28)
11% less funds holding in top 10
Funds holding in top 10: 85 → 76 (-9)
22% less repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 236
37% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$68.8M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$36.3M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$21.5M |
| 4 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
+$16.3M |
| 5 |
JWM
Janiczek Wealth Management
Denver,
Colorado
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$127M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$92.7M |
| 3 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$42.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$34.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$33M |
EFAV Hedge Fund Activity: Q2 2020 in Review
520 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q2 2020, worth a combined $6.63B — down 1.9% from $6.76B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of EFAV and 45 opened new positions — a net loss of 26 holders — while 236 trimmed existing stakes and 185 added.
The largest buyer was Fidelity Investments, adding an estimated $68.8M. The largest seller was Victory Capital Management, cutting an estimated $127M.
- 520 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q2 2020, down from 548 in Q1 2020.
- Funds reported $6.63B of iShares MSCI EAFE Min Vol Factor ETF stock for Q2 2020, down 1.9% quarter-over-quarter.
- 45 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q2 2020 and 71 closed out, a net change of -26 holders.
- The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q2 2020 was Fidelity Investments, an estimated $68.8M added.
- The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q2 2020 was Victory Capital Management, an estimated $127M sold.
Based on aggregated 13F filings for Q2 2020.