iShares MSCI EAFE Min Vol Factor ETF
EFAV
475 hedge funds and large institutions have $5.97B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 169 increasing their positions, 183 reducing their positions, and 44 closing their positions.
9% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 44
5% more capital inflows, than outflows
Capital inflows: $241M | Capital outflows: $230M
0% more funds holding
Funds holding: 473 → 475 (+2)
0.35% more ownership
Funds ownership: 79.71% → 80.06% (+0.35%)
8% less repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 183
4% less funds holding in top 10
Funds holding in top 10: 23 → 22 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$61.7M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$30.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28.4M |
| 4 |
Amundi
Paris,
France
|
+$16.3M |
| 5 |
BlackRock
New York
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$82.8M |
| 2 |
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$11.7M |
| 3 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$11.5M |
| 4 |
EP Wealth Advisors
Torrance,
California
|
-$9.4M |
| 5 |
Securian Asset Management
St Paul,
Minnesota
|
-$9.11M |
EFAV Hedge Fund Activity: Q2 2023 in Review
475 of the 6,390 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q2 2023, worth a combined $5.97B — down 0.33% from $5.99B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new EFAV positions and 44 closed out — a net gain of 4 holders — while 169 added to existing stakes and 183 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $61.7M. The largest seller was Bank of America, cutting an estimated $82.8M.
- 475 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q2 2023, up from 473 in Q1 2023.
- Funds reported $5.97B of iShares MSCI EAFE Min Vol Factor ETF stock for Q2 2023, down 0.33% quarter-over-quarter.
- 48 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q2 2023 and 44 closed out, a net change of +4 holders.
- The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q2 2023 was Fidelity Investments, an estimated $61.7M added.
- The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q2 2023 was Bank of America, an estimated $82.8M sold.
Based on aggregated 13F filings for Q2 2023.