EFAV icon

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 %
VFA
301
Valeo Financial Advisors
Indiana
$92K +$25K +368 +37%
CAG
302
Csenge Advisory Group
Florida
$87K -$1.21M -17,589 -93%
CWA
303
Clarus Wealth Advisors
Arizona
$80K +$72.1K +991 +909%
CFG
304
Citizens Financial Group
Rhode Island
$78K +$73.2K +1,003 +1,520%
SFA
305
Spectrum Financial Alliance
Kentucky
$67K +$24.7K +344 +59%
Deutsche Bank
306
Deutsche Bank
Germany
$66K +$24.2K +333 +58%
BAMG
307
Brand Asset Management Group
Missouri
$65K – – –
PO
308
Private Ocean
California
$64K – – –
TL
309
TrueWealth LLC
Georgia
$63K – – –
WF
310
WealthTrust Fairport
Ohio
$62K +$5.42K +74 +10%
LWA
311
Lenox Wealth Advisors
New York
$48K – – –
OC
312
Oakworth Capital
Alabama
$44K – – –
NC
313
NewSquare Capital
Pennsylvania
$42K – – –
GWS
314
Glassman Wealth Services
Virginia
$34K – – –
RWA
315
River Wealth Advisors
Pennsylvania
$33K – – –
IBOK
316
Independence Bank of Kentucky
Kentucky
$26K +$26K +356 New
RFA
317
Reilly Financial Advisors
California
$25K – – –
LF
318
Lee Financial
Texas
$23K – – –
PCG
319
Private Capital Group
Connecticut
$22K -$49.2K -700 -69%
TFA
320
Toth Financial Advisory
Virginia
$22K – – –
RWA
321
Ropes Wealth Advisors
Massachusetts
$22K +$22K +308 New
PG
322
Patten Group
Tennessee
$21K – – –
DBT
323
Dubuque Bank & Trust
Iowa
$20K +$20K +270 New
CIR
324
Clear Investment Research
Georgia
$20K +$20K +277 New
RCA
325
Rowland Carmichael Advisors
Arizona
$19K – – –
11 12
13
14 15