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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

341 hedge funds and large institutions have $4.8B invested in iShares MSCI EAFE Min Vol Factor ETF in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 147 increasing their positions, 112 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+8
Holders Change %
+2.4%
% of All Funds
7.82%
Holding in Top 10
45
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.03%
New
35
Increased
147
Reduced
112
Closed
25
Calls
–
Puts
$309K
Net Calls
-$309K
Net Calls Change
-$948K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$151M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$109M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29.9M
4
Ameriprise
Ameriprise
Minnesota
+$29.7M
5
CWM
Cornerstone Wealth Management
Missouri
+$26.5M

Top Sellers

1
Jane Street
Jane Street
New York
-$39.5M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$21.8M
3
Wells Fargo
Wells Fargo
California
-$21M
4
PAG
Private Advisor Group
New Jersey
-$10.3M
5
VF
Virtu Financial
New York
-$9.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
276
Baker Avenue Asset Management
California
$201K – – –
CIBC Private Wealth Group
277
CIBC Private Wealth Group
Georgia
$195K +$49.6K +697 +34%
WP
278
WealthShield Partners
North Carolina
$182K -$28.8K -404 -14%
WA
279
WealthTrust-Arizona
Arizona
$152K -$497 -7 -0.3%
RWG
280
Regal Wealth Group
California
$148K -$80.6K -1,130 -35%
PFBT
281
Parkside Financial Bank & Trust
Missouri
$141K – – –
MIM
282
Macroview Investment Management
Maryland
$136K – – –
RCAG
283
Rehmann Capital Advisory Group
Michigan
$121K +$2.21K +31 +2%
CFN
284
Cordasco Financial Network
Florida
$120K – – –
EDRH
285
Edmond de Rothschild Holding
Switzerland
$120K – – –
AF
286
Advisornet Financial
Minnesota
$118K +$1.92K +27 +2%
RFC
287
Regions Financial Corp
Alabama
$117K -$4.05K -57 -3%
PCIA
288
Prime Capital Investment Advisors
Kansas
$115K +$115K +1,622 New
Simplex Trading
289
Simplex Trading
Illinois
$114K -$225K -3,164 -66%
MSA
290
Marino Stram & Associates
Massachusetts
$98K – – –
SBL
291
Sargent Bickham Lagudis
Colorado
$98K +$50K +702 +104%
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$93K – – –
EWM
293
Edge Wealth Management
New York
$86K +$86K +1,210 New
PCG
294
Private Capital Group
Connecticut
$73K – – –
Barclays
295
Barclays
United Kingdom
$71K – – –
VFA
296
Valeo Financial Advisors
Indiana
$70K – – –
PO
297
Private Ocean
California
$63K -$142K -1,982 -69%
BAMG
298
Brand Asset Management Group
Missouri
$63K +$63K +892 New
TL
299
TrueWealth LLC
Georgia
$61K – – –
WF
300
WealthTrust Fairport
Ohio
$55K +$55K +773 New
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12
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