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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 %
TFS
301
Thoroughbred Financial Services
Tennessee
$746K -$190K -2,876 -20%
B
302
Bridgeworth
Alabama
$739K -$85.1K -1,287 -10%
HFA
303
Hoover Financial Advisors
Pennsylvania
$721K – – –
AW
304
ACG Wealth
Georgia
$719K +$4.16K +63 +0.6%
BDF
305
Black Diamond Financial
Maryland
$712K -$236K -3,570 -25%
MFW
306
Mosaic Family Wealth
Missouri
$710K -$56.1K -849 -7%
CAAS
307
Capital Asset Advisory Services
Michigan
$708K +$127K +1,870 +22%
ECM
308
Evergreen Capital Management
Washington
$694K +$694K +10,510 New
SCA
309
Snowden Capital Advisors
New York
$691K -$101K -1,524 -13%
CNBTD
310
Citizens National Bank Trust Department
Mississippi
$690K +$690K +10,452 New
MA
311
Mutual Advisors
Nebraska
$678K +$335K +5,081 +98%
PCMC
312
Paragon Capital Management (Colorado)
Colorado
$674K +$81.2K +1,230 +14%
BAM
313
Belpointe Asset Management
Nevada
$669K -$31.9K -483 -5%
OMC
314
Old Mission Capital
Illinois
$658K -$5.85M -88,604 -90%
CAM
315
Cresset Asset Management
Illinois
$654K +$654K +9,897 New
GPA
316
Guidance Point Advisors
Massachusetts
$640K +$640K +9,699 New
PCA
317
Peddock Capital Advisors
Massachusetts
$637K +$637K +9,650 New
TWM
318
Tanglewood Wealth Management
Texas
$632K -$32.4M -370,504 -98%
CCFM
319
Clear Creek Financial Management
Washington
$631K -$102K -1,550 -14%
JCM
320
Jacobi Capital Management
Pennsylvania
$627K -$42.7K -646 -6%
Cerity Partners
321
Cerity Partners
New York
$625K +$48.3K +731 +8%
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$619K – – –
WWM
323
WT Wealth Management
Arizona
$618K +$72.2K +1,093 +13%
PIA
324
Pinion Investment Advisors
Kansas
$615K -$48.9K -740 -7%
OCM
325
Oakwood Capital Management
California
$611K +$185K +2,795 +43%
11 12
13
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