iShares MSCI EAFE Min Vol Factor ETF
EFAV
482 hedge funds and large institutions have $5.89B 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, 216 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: $5.34B → $5.89B (+$546M)
3% more funds holding
Funds holding: 468 → 482 (+14)
3.25% less ownership
Funds ownership: 82.07% → 78.82% (-3.2%)
17% less funds holding in top 10
Funds holding in top 10: 24 → 20 (-4)
44% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 216
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 |
Charles Schwab
San Francisco,
California
|
-$81.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$48.4M |
| 3 |
BlackRock
New York
|
-$46.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$28M |
| 5 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$22.8M |
EFAV Hedge Fund Activity: Q4 2022 in Review
482 of the 6,237 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 $5.89B — up 10% from $5.34B 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 216 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $142M. The largest seller was Charles Schwab, cutting an estimated $81.3M.
- 482 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q4 2022, up from 468 in Q3 2022.
- Funds reported $5.89B 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 Charles Schwab, an estimated $81.3M sold.
Based on aggregated 13F filings for Q4 2022.