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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 %
LWA
301
Lenox Wealth Advisors
New York
$47K – – –
OC
302
Oakworth Capital
Alabama
$43K – – –
NC
303
NewSquare Capital
Pennsylvania
$42K – – –
Deutsche Bank
304
Deutsche Bank
Germany
$41K +$23.6K +331 +136%
SFA
305
Spectrum Financial Alliance
Kentucky
$41K +$41K +588 New
RWP
306
RWA Wealth Partners
Massachusetts
$35K – – –
GWS
307
Glassman Wealth Services
Virginia
$33K – – –
AA
308
Apriem Advisors
California
$33K +$33K +462 New
RWA
309
River Wealth Advisors
Pennsylvania
$32K +$32K +452 New
PMG
310
ProVise Management Group
Florida
$26.6K +$1.27K +8,299 +5%
RFA
311
Reilly Financial Advisors
California
$25K – – –
MCM
312
Mainstay Capital Management
Michigan
$25K +$25K +350 New
LF
313
Lee Financial
Texas
$23K – – –
Chevy Chase Trust
314
Chevy Chase Trust
Maryland
$23K +$23K +326 New
CMBA
315
C.M. Bidwell & Associates
Hawaii
$21K -$269K -3,775 -93%
PG
316
Patten Group
Tennessee
$21K – – –
TFA
317
Toth Financial Advisory
Virginia
$21K – – –
CPIG
318
Chicago Partners Investment Group
Illinois
$20K – – –
RCA
319
Rowland Carmichael Advisors
Arizona
$19K – – –
MA
320
MUFG Americas
New York
$19K – – –
BCWM
321
Bartlett & Co Wealth Management
Ohio
$17.4K +$17.4K +245 New
BC
322
Bartlett & Co
Ohio
$17K +$17K +245 New
BWP
323
Baldwin Wealth Partners
Massachusetts
$16K +$16K +230 New
PFGIA
324
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$94K -1,347 -86%
WC
325
Whitney & Co
New York
$14K +$14K +190 New
11 12
13
14 15