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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

547 hedge funds and large institutions have $6.76B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 186 increasing their positions, 226 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
-15
Holders Change %
-2.67%
% of All Funds
12.08%
Holding in Top 10
85
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.49%
% of All Funds
1.88%
New
79
Increased
186
Reduced
226
Closed
89
Calls
$6.37M
Puts
$205K
Net Calls
+$6.16M
Net Calls Change
-$1.42M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$132M
2
Charles Schwab
Charles Schwab
California
+$98.9M
3
WPW
Waldron Private Wealth
Pennsylvania
+$43.9M
4
RIG
RiverFront Investment Group
Virginia
+$42.3M
5
FBFS
First Business Financial Services
Wisconsin
+$39.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$126M
2
CSIA
Charles Schwab Investment Advisory
California
-$124M
3
Ameriprise
Ameriprise
Minnesota
-$103M
4
Bank of America
Bank of America
North Carolina
-$71.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
276
Arete Wealth Advisors
Illinois
$1.21M +$1.21M +19,469 New
LNB
277
Ledyard National Bank
$1.19M +$243K +3,912 +26%
PCFFS
278
Pacific Center for Financial Services
California
$1.16M -$12.6M -202,952 -92%
PP
279
PDS Planning
Ohio
$1.15M +$9.87K +159 +0.9%
BC
280
Brinker Capital
Pennsylvania
$1.14M -$591K -9,524 -34%
BAC
281
Boys Arnold & Co
North Carolina
$1.14M -$8.5K -137 -0.7%
NFG
282
Next Financial Group
Texas
$1.13M -$121K -1,948 -10%
PWAG
283
Polaris Wealth Advisory Group
California
$1.13M +$1.13M +18,192 New
SAG
284
Spotlight Asset Group
Illinois
$1.11M +$434 +7 +0%
FHA
285
Flagship Harbor Advisors
Massachusetts
$1.1M -$211K -3,405 -16%
FAIM
286
Financial Advocates Investment Management
Washington
$1.1M -$88.3K -1,422 -7%
FFN
287
Focus Financial Network
Minnesota
$1.07M +$48.6K +784 +5%
FCIM
288
Fairview Capital Investment Management
California
$1.07M +$220K +3,550 +26%
ACG
289
Allen Capital Group
Nebraska
$1.03M +$93.3K +1,504 +10%
NS
290
NewDay Solutions
New Hampshire
$1.02M -$5.45M -84,755 -84%
DAS
291
Dynamic Advisor Solutions
Arizona
$1.01M -$319K -5,145 -24%
WB
292
Webster Bank
Connecticut
$1.01M – – –
Creative Planning
293
Creative Planning
Kansas
$995K -$204K -3,280 -17%
PS
294
Portfolio Solutions
Michigan
$994K +$289K +4,661 +41%
BJ
295
Brouwer & Janachowski
California
$976K -$36.3K -585 -4%
TA
296
Townsend & Associates
Colorado
$959K +$108K +1,732 +13%
GTAM
297
Global Trust Asset Management
Florida
$937K -$535K -8,515 -36%
9WM
298
9258 Wealth Management
Ohio
$933K +$52.2K +808 +6%
IAN
299
Integrated Advisors Network
Texas
$923K +$106K +1,715 +13%
KCM
300
Kathmere Capital Management
Pennsylvania
$910K +$278K +4,482 +44%
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