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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

450 hedge funds and large institutions have $7.36B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 210 increasing their positions, 123 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
+15
Holders Change %
+3.45%
% of All Funds
9.88%
Holding in Top 10
66
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10%
% of All Funds
1.45%
New
46
Increased
210
Reduced
123
Closed
28
Calls
$7.53M
Puts
–
Net Calls
+$7.53M
Net Calls Change
+$1.42M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$178M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$72.1M
3
SIRP
Shelter Insurance Retirement Plan
Missouri
+$60.4M
4
PI
PFS Investments
Georgia
+$39M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$33.1M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$190M
2
TWM
Tanglewood Wealth Management
Texas
-$28.1M
3
Bank of America
Bank of America
North Carolina
-$24.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.9M
5
GGI
Godsey & Gibb Inc
Virginia
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
226
Integrated Wealth Concepts
Massachusetts
$1.53M +$300K +4,095 +24%
KM
227
Kalos Management
Georgia
$1.52M +$1.52M +20,774 New
RJT
228
Raymond James Trust
Florida
$1.52M +$5.94K +81 +0.4%
CCM
229
Crabel Capital Management
California
$1.51M +$402K +5,484 +36%
MWM
230
Merriman Wealth Management
Washington
$1.51M -$65.8K -898 -4%
AAS
231
Avantax Advisory Services
Texas
$1.48M +$6.89K +94 +0.5%
PP
232
PagnatoKarp Partners
Virginia
$1.46M +$29.1K +397 +2%
Creative Planning
233
Creative Planning
Kansas
$1.46M +$147K +2,011 +11%
NFG
234
Next Financial Group
Texas
$1.43M +$83.4K +1,139 +6%
PCA
235
Peddock Capital Advisors
Massachusetts
$1.4M +$39.6K +540 +3%
BW
236
Biegel & Waller
Maryland
$1.39M +$34.5K +471 +3%
BAC
237
Boys Arnold & Co
North Carolina
$1.39M – – –
B
238
Bridgeworth
Alabama
$1.38M -$467K -6,375 -25%
BFO
239
Biltmore Family Office
North Carolina
$1.37M +$443K +6,046 +48%
QA
240
Quantitative Advantage
Minnesota
$1.34M -$5.63M -76,884 -81%
PP
241
PDS Planning
Ohio
$1.34M +$87.9K +1,200 +7%
FFS
242
Founders Financial Securities
Maryland
$1.32M +$1.32M +18,014 New
BDF
243
Black Diamond Financial
Maryland
$1.31M +$392K +5,352 +43%
NA
244
NewEdge Advisors
Louisiana
$1.27M +$409K +5,586 +47%
FHA
245
Flagship Harbor Advisors
Massachusetts
$1.27M +$124K +1,690 +11%
CIBC World Market
246
CIBC World Market
Ontario, Canada
$1.26M +$62.1K +848 +5%
IWM
247
IHT Wealth Management
Illinois
$1.25M +$758K +10,348 +154%
BJ
248
Brouwer & Janachowski
California
$1.23M -$61.9K -844 -5%
CAC
249
Certified Advisory Corp
Florida
$1.21M +$236K +3,216 +24%
M&T Bank
250
M&T Bank
New York
$1.19M +$1.19M +16,236 New
8 9
10
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