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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 %
CWM
251
Cornerstone Wealth Management
Missouri
$882K -$34.2K -470 -4%
AssetMark Inc
252
AssetMark Inc
California
$868K +$109K +1,500 +14%
AIP
253
Ameritas Investment Partners
Nebraska
$860K – – –
BF
254
BOK Financial
Oklahoma
$858K -$134K -1,845 -14%
IAS
255
IMA Advisory Services
Colorado
$858K +$29.3K +403 +4%
NA
256
NewEdge Advisors
Louisiana
$857K +$297K +4,091 +53%
BCA
257
Bay Colony Advisors
Massachusetts
$848K -$56.2K -773 -6%
BRWA
258
B. Riley Wealth Advisors
Florida
$846K +$571K +7,851 +207%
CWM
259
Cordatus Wealth Management
Pennsylvania
$806K +$60.7K +836 +8%
AFP
260
Ausdal Financial Partners
Iowa
$767K +$243K +3,374 +46%
DACG
261
Donor Advised Charitable Giving
California
$737K +$13.7K +189 +2%
PFS
262
Prospera Financial Services
Texas
$710K -$65.4K -897 -8%
IFS
263
Ifrah Financial Services
Arkansas
$703K +$8.36K +115 +1%
IFWM
264
Institute for Wealth Management
Colorado
$690K +$690K +9,493 New
HIMCH
265
Hartford Investment Management Co (HIMCO)
Connecticut
$671K +$315K +4,330 +88%
MA
266
MONECO Advisors
Connecticut
$651K +$35.9K +494 +6%
CCM
267
Cribstone Capital Management
Maine
$635K -$58.7K -808 -8%
Brown Advisory
268
Brown Advisory
Maryland
$630K -$83.6K -1,150 -12%
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$619K – – –
GI
270
Glovista Investments
New Jersey
$618K – – –
CFG
271
CKW Financial Group
Hawaii
$616K -$263K -3,622 -30%
CFA
272
Carroll Financial Associates
North Carolina
$616K -$15K -206 -2%
AWS
273
AJ Wealth Strategies
New York
$600K -$50.6K -697 -8%
OAM
274
Oak Asset Management
California
$583K +$66.2K +911 +13%
Prudential Financial
275
Prudential Financial
New Jersey
$556K -$464K -6,387 -46%
9 10
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