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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 %
AWM
276
AE Wealth Management
Kansas
$234K +$27.6K +379 +13%
LFGH
277
Lee Financial Group Hawaii
Hawaii
$232K +$232K +3,185 New
PS
278
Portfolio Solutions
Michigan
$222K +$222K +3,057 New
LC
279
Landaas & Company
Wisconsin
$216K – – –
JIC
280
Johnson Investment Counsel
Ohio
$209K – – –
SWM
281
SeaCrest Wealth Management
New York
$209K – – –
BAAM
282
Baker Avenue Asset Management
California
$206K – – –
BAM
283
Belpointe Asset Management
Nevada
$199K +$199K +2,738 New
NFG
284
Next Financial Group
Texas
$177K +$177K +2,430 New
EWM
285
Edge Wealth Management
New York
$158K +$70.1K +965 +80%
WA
286
WealthTrust-Arizona
Arizona
$154K -$1.38K -19 -0.9%
RWG
287
Regal Wealth Group
California
$151K -$73 -1 -0%
PFBT
288
Parkside Financial Bank & Trust
Missouri
$145K – – –
WP
289
WealthShield Partners
North Carolina
$143K -$42.7K -587 -23%
SBL
290
Sargent Bickham Lagudis
Colorado
$141K +$40.7K +559 +41%
AF
291
Advisornet Financial
Minnesota
$135K +$14.4K +198 +12%
EDRH
292
Edmond de Rothschild Holding
Switzerland
$123K – – –
CFN
293
Cordasco Financial Network
Florida
$122K – – –
RFC
294
Regions Financial Corp
Alabama
$120K – – –
RCAG
295
Rehmann Capital Advisory Group
Michigan
$117K -$6.92K -95 -6%
MSA
296
Marino Stram & Associates
Massachusetts
$112K +$11.8K +163 +12%
PFGIA
297
Patriot Financial Group Insurance Agency
Massachusetts
$109K +$93.4K +1,288 +599%
EFSCE
298
Enterprise Financial Services Corp (EFSC)
Missouri
$109K +$109K +1,500 New
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$103K +$7.31K +100 +8%
MIM
300
Macroview Investment Management
Maryland
$93K -$45.9K -634 -33%
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