iShares MSCI EAFE Min Vol Factor ETF
EFAV
521 hedge funds and large institutions have $6.67B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 186 increasing their positions, 235 reducing their positions, and 70 closing their positions.
0% more capital invested
Capital invested by funds: $6.64B → $6.67B (+$31.2M)
0.68% less ownership
Funds ownership: 63.86% → 63.18% (-0.68%)
5% less funds holding
Funds holding: 548 → 521 (-27)
11% less funds holding in top 10
Funds holding in top 10: 85 → 76 (-9)
21% less repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 235
36% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 70
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 |
Bank of America
Charlotte,
North Carolina
|
-$92.7M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$42.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$34.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$33M |
| 5 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$30.8M |
EFAV Hedge Fund Activity: Q2 2020 in Review
521 of the 4,888 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 $6.67B — up 0.47% from $6.64B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of EFAV and 45 opened new positions — a net loss of 25 holders — while 235 trimmed existing stakes and 186 added.
The largest buyer was Fidelity Investments, adding an estimated $68.8M. The largest seller was Bank of America, cutting an estimated $92.7M.
- 521 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q2 2020, down from 548 in Q1 2020.
- Funds reported $6.67B of iShares MSCI EAFE Min Vol Factor ETF stock for Q2 2020, up 0.47% quarter-over-quarter.
- 45 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q2 2020 and 70 closed out, a net change of -25 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 Bank of America, an estimated $92.7M sold.
Based on aggregated 13F filings for Q2 2020.