EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

435 hedge funds and large institutions have $6.85B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 198 increasing their positions, 132 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+7
Holders Change %
+1.64%
% of All Funds
9.46%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
1.31%
New
45
Increased
198
Reduced
132
Closed
32
Calls
$6.59M
Puts
$479K
Net Calls
+$6.11M
Net Calls Change
-$1.17M

Top Buyers

1
TWM
Tanglewood Wealth Management
Texas
+$29.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$25.8M
3
HSA
HBK Sorce Advisory
Pennsylvania
+$25.6M
4
BlackRock
BlackRock
New York
+$20.4M
5
MIH
Madison Investment Holdings
Wisconsin
+$15M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
2
TF
Tompkins Financial
New York
-$40.3M
3
QI
QS Investors
New York
-$31.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$29.2M
5
Bank of America
Bank of America
North Carolina
-$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
226
Oppenheimer & Co
New York
$1.28M -$131K -1,805 -9%
BJ
227
Brouwer & Janachowski
California
$1.28M -$145K -2,003 -10%
PP
228
PDS Planning
Ohio
$1.24M +$3.27K +45 +0.3%
IWC
229
Integrated Wealth Concepts
Massachusetts
$1.22M +$257K +3,541 +27%
MAFM
230
Mid Atlantic Financial Management
Pennsylvania
$1.21M -$52K -716 -4%
CIBC World Market
231
CIBC World Market
Ontario, Canada
$1.19M +$137K +1,880 +13%
WB
232
Webster Bank
Connecticut
$1.18M – – –
FFN
233
Focus Financial Network
Minnesota
$1.15M +$56.1K +772 +5%
FHA
234
Flagship Harbor Advisors
Massachusetts
$1.13M +$21.1K +290 +2%
CCM
235
Crabel Capital Management
California
$1.1M -$184K -2,537 -14%
CA
236
Calton & Associates
Florida
$1.05M -$95.8K -1,319 -8%
EVM
237
Eaton Vance Management
Massachusetts
$1.04M -$72.9K -1,004 -7%
FCIM
238
Fairview Capital Investment Management
California
$991K -$109K -1,500 -10%
PCMC
239
Private Capital Management (Colorado)
Colorado
$984K +$14.9K +205 +2%
FA
240
FDx Advisors
Illinois
$978K -$14.2K -196 -1%
EWM
241
Edge Wealth Management
New York
$970K -$32.2K -444 -3%
CAC
242
Certified Advisory Corp
Florida
$969K +$842K +11,588 +661%
ACG
243
Allen Capital Group
Nebraska
$966K +$11.1K +153 +1%
WP
244
WealthSource Partners
California
$957K +$12.3K +170 +1%
WAP
245
Wealthcare Advisory Partners
Pennsylvania
$929K +$28.7K +395 +3%
BFO
246
Biltmore Family Office
North Carolina
$918K -$85K -1,170 -8%
ASN
247
Advisory Services Network
Georgia
$909K -$694K -9,560 -43%
BDF
248
Black Diamond Financial
Maryland
$909K – – –
JCM
249
Jacobi Capital Management
Pennsylvania
$900K +$9.59K +132 +1%
APSP
250
Asset Planning Services (Pennsylvania)
Pennsylvania
$887K +$16.7K +230 +2%
8 9
10
11 12