EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

519 hedge funds and large institutions have $6.63B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 185 increasing their positions, 235 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-28
Holders Change %
-5.12%
% of All Funds
10.67%
Holding in Top 10
76
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.59%
% of All Funds
1.56%
New
45
Increased
185
Reduced
235
Closed
71
Calls
$6.41M
Puts
–
Net Calls
+$6.41M
Net Calls Change
+$251K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$70M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$37M
3
SEI Investments
SEI Investments
Pennsylvania
+$21.9M
4
SP
Symmetry Partners
Connecticut
+$16.6M
5
JWM
Janiczek Wealth Management
Colorado
+$16.3M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$130M
2
Bank of America
Bank of America
North Carolina
-$94.3M
3
RIG
RiverFront Investment Group
Virginia
-$42.3M
4
Ameriprise
Ameriprise
Minnesota
-$34.8M
5
UBS Group
UBS Group
Switzerland
-$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
276
Merriman Wealth Management
Washington
$1.07M -$243K -3,675 -18%
WB
277
Webster Bank
Connecticut
$1.07M – – –
SG
278
StoneX Group
New York
$1.05M +$177K +2,675 +20%
NL
279
NWAM LLC
Washington
$1.05M +$1.05M +15,832 New
IAN
280
Integrated Advisors Network
Texas
$1.04M +$59K +893 +6%
BJ
281
Brouwer & Janachowski
California
$1.04M -$3.04K -46 -0.3%
SW
282
StrongBox Wealth
Missouri
$1.02M +$86.8K +1,313 +9%
ELI
283
Empire Life Investments
Ontario, Canada
$999K +$276K +4,176 +38%
AWM
284
AE Wealth Management
Kansas
$992K +$573K +8,683 +137%
PP
285
PDS Planning
Ohio
$991K -$235K -3,557 -19%
EFS
286
Essex Financial Services
Connecticut
$942K +$407K +6,165 +76%
9WM
287
9258 Wealth Management
Ohio
$940K -$14.7K -223 -2%
ACG
288
Allen Capital Group
Nebraska
$910K -$190K -2,870 -17%
AC
289
Apella Capital
Connecticut
$908K +$145K +2,200 +19%
RIA
290
Regal Investment Advisors
Michigan
$908K +$908K +13,751 New
Creative Planning
291
Creative Planning
Kansas
$906K -$153K -2,317 -14%
DP
292
Denver PWM
Colorado
$903K +$6.41K +97 +0.7%
M&T Bank
293
M&T Bank
New York
$890K +$276K +4,183 +45%
DACG
294
Donor Advised Charitable Giving
California
$889K +$10K +152 +1%
PFS
295
Prospera Financial Services
Texas
$855K +$21.9K +331 +3%
OPS
296
Orion Portfolio Solutions
Nebraska
$853K +$177K +2,687 +26%
AIP
297
Ameritas Investment Partners
Nebraska
$823K +$18.8K +285 +2%
FCIM
298
Fairview Capital Investment Management
California
$822K -$315K -4,775 -28%
EVM
299
Eaton Vance Management
Massachusetts
$808K -$88.5K -1,339 -10%
Rockefeller Capital Management
300
Rockefeller Capital Management
New York
$755K +$621K +9,402 +465%
10 11
12
13 14