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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 %
BDF
301
Black Diamond Financial
Maryland
$890K +$68.2K +1,100 +8%
TFS
302
Thoroughbred Financial Services
Tennessee
$879K +$78.7K +1,269 +10%
SW
303
StrongBox Wealth
Missouri
$874K +$874K +14,092 New
PP
304
Prudential plc
United Kingdom
$871K +$168K +2,700 +24%
GLR
305
Great Lakes Retirement
Ohio
$853K -$44.3K -711 -5%
FA
306
Faithward Advisors
Pennsylvania
$844K -$41.7K -672 -5%
EVM
307
Eaton Vance Management
Massachusetts
$842K -$35.3K -569 -4%
DACG
308
Donor Advised Charitable Giving
California
$825K +$103K +1,666 +14%
SG
309
StoneX Group
New York
$820K -$513K -8,252 -38%
DP
310
Denver PWM
Colorado
$817K +$190K +3,156 +30%
NEPWA
311
New England Private Wealth Advisors
Massachusetts
$798K -$1.7M -27,438 -68%
HI
312
Horizon Investments
North Carolina
$795K -$30.3M -487,459 -97%
IAS
313
IMA Advisory Services
Colorado
$793K +$127K +2,044 +19%
PFS
314
Prospera Financial Services
Texas
$783K -$646K -10,406 -45%
B
315
Bridgeworth
Alabama
$774K -$274K -4,413 -26%
BF
316
BOK Financial
Oklahoma
$769K -$13.7K -221 -2%
Koshinski Asset Management
317
Koshinski Asset Management
Illinois
$763K +$763K +12,296 New
AIP
318
Ameritas Investment Partners
Nebraska
$756K +$52.9K +853 +8%
SCA
319
Snowden Capital Advisors
New York
$743K +$743K +11,982 New
BFO
320
Biltmore Family Office
North Carolina
$726K -$434K -7,000 -37%
MFW
321
Mosaic Family Wealth
Missouri
$720K -$25K -402 -3%
AC
322
Apella Capital
Connecticut
$716K +$716K +11,541 New
CCFM
323
Clear Creek Financial Management
Washington
$711K +$711K +11,109 New
JWM
324
Janiczek Wealth Management
Colorado
$698K +$698K +11,242 New
JIP
325
Jaffetilchin Investment Partners
Florida
$683K +$45.8K +738 +7%
11 12
13
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