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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

345 hedge funds and large institutions have $5.33B invested in iShares MSCI EAFE Min Vol Factor ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 148 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+4
Holders Change %
+1.17%
% of All Funds
7.9%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.08%
New
29
Increased
148
Reduced
109
Closed
25
Calls
$524K
Puts
$961K
Net Calls
-$437K
Net Calls Change
-$128K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$695M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$104M
3
QI
QS Investors
New York
$109M
4
OBWP
O'Brien Wealth Partners
Massachusetts
$49.6M
5
CIC
Cutler Investment Counsel
Oregon
$12.7M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$82.8M
2
UBS Group
UBS Group
Switzerland
$184M
3
CWM
Cornerstone Wealth Management
Missouri
$19.6M
4
LFAS
Level Four Advisory Services
Texas
$11.9M
5
HA
Hamel Associates
New Jersey
$7.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
226
IMA Advisory Services
Colorado
$492K +$57.5K +789 +13%
EAM
227
Evanson Asset Management
California
$491K -$26.7K -367 -5%
AWM
228
Aevitas Wealth Management
Massachusetts
$491K – – –
FCAG
229
First Capital Advisors Group
New Jersey
$462K – – –
LA
230
LexAurum Advisors
Kansas
$462K +$10.2K +140 +2%
ATC
231
Argent Trust Co
Tennessee
$458K – – –
Bessemer Group
232
Bessemer Group
New Jersey
$456K -$107K -1,466 -19%
FNT
233
First National Trust
Pennsylvania
$456K -$17.2K -237 -4%
FMC
234
First Merchants Corp
Indiana
$455K -$58.2K -800 -11%
CT
235
CPF Texas
Texas
$455K +$18.8K +258 +4%
FCIM
236
Fairview Capital Investment Management
California
$444K +$10.9K +150 +3%
VIA
237
Vantage Investment Advisors
Pennsylvania
$440K -$25.8K -354 -6%
FFA
238
First Foundation Advisors
California
$434K – – –
FHA
239
Flagship Harbor Advisors
Massachusetts
$425K +$5.82K +80 +1%
SI
240
Stephens Inc
Arkansas
$406K – – –
EWA
241
EP Wealth Advisors
California
$402K +$402K +5,528 New
PA
242
Parallel Advisors
California
$378K -$7.58K -104 -2%
WT
243
Whittier Trust
California
$377K +$81.6K +1,120 +28%
WSTAM
244
Wilbanks Smith & Thomas Asset Management
Virginia
$372K – – –
M&T Bank
245
M&T Bank
New York
$372K +$372K +5,121 New
CFGS
246
Concourse Financial Group Securities
Alabama
$365K +$365K +5,008 New
Fifth Third Bancorp
247
Fifth Third Bancorp
Ohio
$358K -$19.1K -263 -5%
BRWA
248
B. Riley Wealth Advisors
Florida
$358K -$12.2K -167 -3%
CCM
249
Colorado Capital Management
Colorado
$348K +$1.67K +23 +0.5%
IAA
250
Ironsides Asset Advisors
North Carolina
$344K – – –
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10
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