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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

333 hedge funds and large institutions have $4.77B invested in iShares MSCI EAFE Min Vol Factor ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 92 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+14
Holders Change %
+4.39%
% of All Funds
7.64%
Holding in Top 10
45
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.27%
% of All Funds
1.03%
New
35
Increased
156
Reduced
92
Closed
18
Calls
$2.03M
Puts
$1.39M
Net Calls
+$639K
Net Calls Change
+$767K

Top Buyers

1
EFS
Edelman Financial Services
Virginia
+$57M
2
Jane Street
Jane Street
New York
+$32.1M
3
LPL Financial
LPL Financial
California
+$21M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$11.9M
5
SEI Investments
SEI Investments
Pennsylvania
+$10.3M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$98.5M
2
QI
QS Investors
New York
-$53M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25M
4
LFAS
Level Four Advisory Services
Texas
-$11.5M
5
Bank of America
Bank of America
North Carolina
-$9.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
JG
276
Jefferies Group
New York
$210K -$734K -9,943 -78%
LC
277
Landaas & Company
Wisconsin
$210K +$40.4K +548 +24%
PO
278
Private Ocean
California
$210K +$210K +2,862 New
BAAM
279
Baker Avenue Asset Management
California
$209K – – –
WA
280
WealthTrust-Arizona
Arizona
$158K -$22.2K -301 -12%
CIBC Private Wealth Group
281
CIBC Private Wealth Group
Georgia
$151K – – –
PFBT
282
Parkside Financial Bank & Trust
Missouri
$146K – – –
MIM
283
Macroview Investment Management
Maryland
$141K +$141K +1,918 New
PS
284
Portfolio Solutions
Michigan
$137K – – –
RFC
285
Regions Financial Corp
Alabama
$126K -$4.51K -61 -3%
CFN
286
Cordasco Financial Network
Florida
$124K – – –
EDRH
287
Edmond de Rothschild Holding
Switzerland
$124K – – –
RCAG
288
Rehmann Capital Advisory Group
Michigan
$123K +$123K +1,669 New
AF
289
Advisornet Financial
Minnesota
$121K – – –
PFGIA
290
Patriot Financial Group Insurance Agency
Massachusetts
$114K -$7.3K -100 -6%
MSA
291
Marino Stram & Associates
Massachusetts
$102K – – –
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$96K +$43.6K +595 +83%
PCG
293
Private Capital Group
Connecticut
$75K +$962 +13 +1%
Barclays
294
Barclays
United Kingdom
$74K – – –
VFA
295
Valeo Financial Advisors
Indiana
$73K +$67.5K +911 +1,231%
TRCT
296
Tower Research Capital (TRC)
New York
$70K +$70K +946 New
PWM
297
Perigon Wealth Management
California
$64K – – –
TL
298
TrueWealth LLC
Georgia
$64K +$6.16K +83 +11%
SBL
299
Sargent Bickham Lagudis
Colorado
$50K -$2.37K -32 -5%
WTB
300
Washington Trust Bank
Washington
$49K – – –
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12
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