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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 %
MFBTD
326
MB Financial Bank - Trust Department
Illinois
$11K – – –
HT
327
Heritage Trust
Oklahoma
$11K +$11K +148 New
DWM
328
Destination Wealth Management
California
$10K -$5.97K -83 -37%
CB
329
CNB Bank
Pennsylvania
$10K +$10K +145 New
AA
330
AlphaMark Advisors
Kentucky
$9K – – –
CWA
331
Clarus Wealth Advisors
Arizona
$8K +$8K +109 New
WEC
332
Winslow Evans & Crocker
Massachusetts
$6K – – –
AIM
333
Advantage Investment Management
Iowa
$5K – – –
CAC
334
Certified Advisory Corp
Florida
$5K +$133 +2 +3%
CFG
335
Citizens Financial Group
Rhode Island
$5K +$5K +66 New
BWM
336
Baystate Wealth Management
Massachusetts
$4K -$5.26K -75 -57%
DAM
337
Delta Asset Management
Tennessee
$4K – – –
WAM
338
Wealthspire Advisors (Maryland)
Maryland
$3K -$867 -13 -22%
BFC
339
Bedel Financial Consulting
Indiana
$2K +$2K +33 New
IF
340
Ironwood Financial
Arizona
$1K – – –
FRA
341
Front Row Advisors
California
$26 – – –
Jane Street
342
Jane Street
New York
– -$39.5M -536,038 Closed
VF
343
Virtu Financial
New York
– -$9.02M -122,415 Closed
GT
344
Glenmede Trust
Pennsylvania
– -$8.61M -118,019 Closed
EFS
345
Essex Financial Services
Connecticut
– -$1.5M -20,352 Closed
SG Americas Securities
346
SG Americas Securities
New York
– -$1.01M -13,667 Closed
NFG
347
Next Financial Group
Texas
– -$799K -10,842 Closed
CG
348
Cutler Group
California
– -$395K -5,361 Closed
CWM
349
Calamos Wealth Management
Illinois
– -$340K -4,611 Closed
M&T Bank
350
M&T Bank
New York
– -$335K -4,543 Closed
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