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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

333 hedge funds and large institutions have $4.77B invested in iShares MSCI EAFE Min Vol Factor ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 92 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+14
Holders Change %
+4.39%
% of All Funds
7.64%
Holding in Top 10
45
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.27%
% of All Funds
1.03%
New
35
Increased
156
Reduced
92
Closed
18
Calls
$2.03M
Puts
$1.39M
Net Calls
+$639K
Net Calls Change
+$767K

Top Buyers

1
EFS
Edelman Financial Services
Virginia
+$57M
2
Jane Street
Jane Street
New York
+$32.1M
3
LPL Financial
LPL Financial
California
+$21M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$11.9M
5
SEI Investments
SEI Investments
Pennsylvania
+$10.3M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$98.5M
2
QI
QS Investors
New York
-$53M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25M
4
LFAS
Level Four Advisory Services
Texas
-$11.5M
5
Bank of America
Bank of America
North Carolina
-$9.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
226
Cutler Group
California
$395K +$144K +1,960 +58%
BRWA
227
B. Riley Wealth Advisors
Florida
$389K +$46.2K +624 +13%
PA
228
Parallel Advisors
California
$385K – – –
WSTAM
229
Wilbanks Smith & Thomas Asset Management
Virginia
$373K +$59.1K +801 +19%
PP
230
PDS Planning
Ohio
$366K -$78.3K -1,063 -18%
NWS
231
Newport Wealth Strategies
California
$355K – – –
TCM
232
Tufton Capital Management
Maryland
$353K – – –
Simplex Trading
233
Simplex Trading
Illinois
$351K -$102K -1,386 -23%
CCM
234
Colorado Capital Management
Colorado
$351K +$351K +4,768 New
IAA
235
Ironsides Asset Advisors
North Carolina
$349K -$854K -11,575 -71%
F
236
F3Logic
Minnesota
$347K +$347K +4,745 New
CWM
237
Calamos Wealth Management
Illinois
$340K -$375K -5,080 -52%
BF
238
Blankinship & Foster
California
$338K – – –
M&T Bank
239
M&T Bank
New York
$335K -$1.11K -15 -0.3%
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$331K +$12.2K +166 +4%
BSB
241
Bangor Savings Bank
Maine
$328K +$328K +4,450 New
S
242
SignatureFD
Georgia
$322K -$152K -2,063 -32%
Mariner
243
Mariner
Kansas
$319K +$319K +4,325 New
ACA
244
Ackerman Capital Advisors
Texas
$318K +$73 +1 +0%
FDCDDQ
245
Federation des caisses Desjardins du Quebec
Quebec, Canada
$306K +$114K +1,552 +60%
CAAS
246
Capital Asset Advisory Services
Michigan
$306K -$4.86K -66 -2%
SC
247
SouthState Corp
Florida
$305K -$30.2K -410 -9%
CMBA
248
C.M. Bidwell & Associates
Hawaii
$300K -$221K -3,005 -42%
WIM
249
Westside Investment Management
California
$294K +$7.65K +105 +3%
CL
250
CPWM LLC
Washington
$293K +$293K +3,978 New
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