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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

450 hedge funds and large institutions have $7.36B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 210 increasing their positions, 123 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
+15
Holders Change %
+3.45%
% of All Funds
9.88%
Holding in Top 10
66
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10%
% of All Funds
1.45%
New
46
Increased
210
Reduced
123
Closed
28
Calls
$7.53M
Puts
–
Net Calls
+$7.53M
Net Calls Change
+$1.42M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$178M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$72.1M
3
SIRP
Shelter Insurance Retirement Plan
Missouri
+$60.4M
4
PI
PFS Investments
Georgia
+$39M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$33.1M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$190M
2
TWM
Tanglewood Wealth Management
Texas
-$28.1M
3
Bank of America
Bank of America
North Carolina
-$24.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.9M
5
GGI
Godsey & Gibb Inc
Virginia
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
276
AssetMark Inc
California
$845K -$31.2K -425 -4%
CWM
277
Cordatus Wealth Management
Pennsylvania
$845K +$31.6K +431 +4%
WAP
278
Wealthcare Advisory Partners
Pennsylvania
$844K -$93.1K -1,270 -10%
DACG
279
Donor Advised Charitable Giving
California
$835K +$91.6K +1,250 +12%
IAS
280
IMA Advisory Services
Colorado
$791K -$74.1K -1,011 -9%
Susquehanna International Group
281
Susquehanna International Group
Pennsylvania
$790K +$552K +7,538 +232%
FTS
282
Fifth Third Securities
Ohio
$789K +$18.2K +565 +2%
APSP
283
Asset Planning Services (Pennsylvania)
Pennsylvania
$769K -$126K -1,715 -14%
SCP
284
Syntal Capital Partners
Texas
$758K -$1.61M -22,054 -68%
CWM
285
Cornerstone Wealth Management
Missouri
$728K -$161K -2,194 -18%
BWM
286
Brickley Wealth Management
California
$720K +$720K +9,827 New
LC
287
LCNB Corp
Ohio
$711K +$508K +6,931 +250%
IFS
288
Ifrah Financial Services
Arkansas
$708K -$733 -10 -0.1%
DP
289
Denver PWM
Colorado
$681K +$154K +2,115 +29%
MA
290
MONECO Advisors
Connecticut
$656K -$733 -10 -0.1%
CFG
291
CKW Financial Group
Hawaii
$656K +$37.8K +519 +6%
PIA
292
Pinion Investment Advisors
Kansas
$643K +$145K +1,980 +29%
Brown Advisory
293
Brown Advisory
Maryland
$635K – – –
GI
294
Glovista Investments
New Jersey
$625K +$2.56K +35 +0.4%
OAM
295
Oak Asset Management
California
$625K +$36.7K +500 +6%
KWM
296
Kingsview Wealth Management
Oregon
$625K +$70.3K +960 +13%
Carson Wealth (CWM LLC)
297
Carson Wealth (CWM LLC)
Nebraska
$619K – – –
CFA
298
Carroll Financial Associates
North Carolina
$616K -$5.13K -70 -0.8%
IA
299
IFG Advisory
Georgia
$609K +$609K +8,312 New
WWM
300
Western Wealth Management
Colorado
$605K +$55.8K +763 +10%
10 11
12
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