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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
+$56.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$52.3M
3
QI
QS Investors
New York
+$36.2M
4
OBWP
O'Brien Wealth Partners
Massachusetts
+$26.9M
5
CIC
Cutler Investment Counsel
Oregon
+$12.7M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$23M
2
UBS Group
UBS Group
Switzerland
-$9.3M
3
CWM
Cornerstone Wealth Management
Missouri
-$7.45M
4
LFAS
Level Four Advisory Services
Texas
-$7.32M
5
HA
Hamel Associates
New Jersey
-$6.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
251
Blankinship & Foster
California
$340K – – –
CAAS
252
Capital Asset Advisory Services
Michigan
$336K -$21.9K -301 -6%
NWS
253
Newport Wealth Strategies
California
$330K – – –
BSB
254
Bangor Savings Bank
Maine
$324K – – –
GLA
255
Good Life Advisors
Pennsylvania
$321K +$321K +4,379 New
BW
256
Biegel & Waller
Maryland
$309K +$309K +4,239 New
TCM
257
Tufton Capital Management
Maryland
$305K -$43.6K -600 -13%
FDCDDQ
258
Federation des caisses Desjardins du Quebec
Quebec, Canada
$296K – – –
CL
259
CPWM LLC
Washington
$290K – – –
HB
260
Homrich & Berg
Georgia
$285K – – –
GW
261
GW & Wade
Massachusetts
$284K – – –
NB
262
Northwest Bancshares
Pennsylvania
$283K -$215K -2,943 -43%
SIAS
263
Shine Investment Advisory Services
Colorado
$281K – – –
BF
264
BOK Financial
Oklahoma
$272K +$272K +3,730 New
WTC
265
WhitTier Trust Company
Nevada
$270K – – –
VWA
266
V Wealth Advisors
Kansas
$270K +$7.1K +98 +3%
S
267
SignatureFD
Georgia
$267K -$50.9K -699 -16%
VHAM
268
Van Hulzen Asset Management
California
$263K – – –
MHS
269
M Holdings Securities
Oregon
$257K +$1.75K +24 +0.7%
TD Asset Management
270
TD Asset Management
Ontario, Canada
$257K +$18.5K +254 +8%
PP
271
PDS Planning
Ohio
$250K -$59.9K -822 -19%
MA
272
Mutual Advisors
Nebraska
$240K -$25.4K -350 -10%
PWW
273
Pettyjohn Wood & White
Virginia
$239K – – –
FPGK
274
Financial Partners Group (Kansas)
Kansas
$238K -$28.9K -396 -11%
SC
275
SouthState Corp
Florida
$235K -$58.9K -810 -20%
9 10
11
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