iShares MSCI EAFE Min Vol Factor ETF
EFAV
481 hedge funds and large institutions have $5.88B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 121 increasing their positions, 215 reducing their positions, and 58 closing their positions.
40% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 58
10% more capital invested
Capital invested by funds: $5.33B → $5.88B (+$552M)
3% more funds holding
Funds holding: 467 → 481 (+14)
4.79% less ownership
Funds ownership: 83.55% → 78.76% (-4.8%)
13% less funds holding in top 10
Funds holding in top 10: 23 → 20 (-3)
44% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 215
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$142M |
| 2 |
Jane Street
New York
|
+$63.2M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$18.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.4M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$109M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$81.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$48.4M |
| 4 |
BlackRock
New York
|
-$46.5M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$28M |
EFAV Hedge Fund Activity: Q4 2022 in Review
481 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q4 2022, worth a combined $5.88B — up 10% from $5.33B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new EFAV positions and 58 closed out — a net gain of 23 holders — while 121 added to existing stakes and 215 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $142M. The largest seller was CFS Investment Advisory Services, cutting an estimated $109M.
- 481 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q4 2022, up from 467 in Q3 2022.
- Funds reported $5.88B of iShares MSCI EAFE Min Vol Factor ETF stock for Q4 2022, up 10% quarter-over-quarter.
- 81 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q4 2022 and 58 closed out, a net change of +23 holders.
- The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q4 2022 was Fidelity Investments, an estimated $142M added.
- The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $109M sold.
Based on aggregated 13F filings for Q4 2022.