iShares MSCI EAFE Min Vol Factor ETF
EFAV
470 hedge funds and large institutions have $6.05B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 112 increasing their positions, 212 reducing their positions, and 44 closing their positions.
34% more call options, than puts
Call options by funds: $698K | Put options by funds: $522K
2.42% more ownership
Funds ownership: 80.06% → 82.48% (+2.4%)
7% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 44
1% more capital invested
Capital invested by funds: $5.97B → $6.05B (+$74.8M)
1% less funds holding
Funds holding: 474 → 470 (-4)
14% less funds holding in top 10
Funds holding in top 10: 22 → 19 (-3)
47% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 212
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$166M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$62.1M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$34M |
| 4 |
Bank of New York Mellon
New York
|
+$31.9M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$29.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$17.3M |
| 2 |
LS
Liquid Strategies
Atlanta,
Georgia
|
-$13.3M |
| 3 |
S
SimplyRich
Carlsbad,
California
|
-$12.2M |
| 4 |
BlackRock
New York
|
-$9M |
| 5 |
BA
Ballew Advisors
Jackson,
Mississippi
|
-$7.84M |
EFAV Hedge Fund Activity: Q3 2023 in Review
470 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q3 2023, worth a combined $6.05B — up 1.3% from $5.97B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new EFAV positions and 44 closed out — a net gain of 3 holders — while 112 added to existing stakes and 212 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $166M. The largest seller was Avantax Advisory Services, cutting an estimated $17.3M.
- 470 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q3 2023, down from 474 in Q2 2023.
- Funds reported $6.05B of iShares MSCI EAFE Min Vol Factor ETF stock for Q3 2023, up 1.3% quarter-over-quarter.
- 47 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q3 2023 and 44 closed out, a net change of +3 holders.
- The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q3 2023 was Fidelity Investments, an estimated $166M added.
- The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q3 2023 was Avantax Advisory Services, an estimated $17.3M sold.
Based on aggregated 13F filings for Q3 2023.