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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 %
RCA
326
Rowland Carmichael Advisors
Arizona
$19K – – –
CPIG
327
Chicago Partners Investment Group
Illinois
$19K – – –
BWP
328
Baldwin Wealth Partners
Massachusetts
$17K – – –
WC
329
Whitney & Co
New York
$13K – – –
DWM
330
Destination Wealth Management
California
$13K +$3.18K +45 +32%
WEC
331
Winslow Evans & Crocker
Massachusetts
$12K +$5.6K +70 +88%
MFBTD
332
MB Financial Bank - Trust Department
Illinois
$11K – – –
HT
333
Heritage Trust
Oklahoma
$11K – – –
CB
334
CNB Bank
Pennsylvania
$11K – – –
CMBA
335
C.M. Bidwell & Associates
Hawaii
$9K -$12.2K -170 -58%
AA
336
AlphaMark Advisors
Kentucky
$9K – – –
Parallax Volatility Advisers
337
Parallax Volatility Advisers
California
$9K +$8.93K +120 +12,000%
CAC
338
Certified Advisory Corp
Florida
$5K – – –
RMC
339
Resources Management Corp
Connecticut
$5K +$5K +81 New
WAM
340
Wealthspire Advisors (Maryland)
Maryland
$3K – – –
Simplex Trading
341
Simplex Trading
Illinois
$2K -$84.8K -1,568 -98%
BWM
342
Baystate Wealth Management
Massachusetts
$1K -$56K -56 -98%
IF
343
Ironwood Financial
Arizona
$1K – – –
CF
344
Centaurus Financial
California
$695 -$668K -9,612 -100%
IP
345
Investment Partners
Ohio
$206 – – –
FRA
346
Front Row Advisors
California
$24 – – –
Susquehanna International Group
347
Susquehanna International Group
Pennsylvania
– -$5.3M -74,516 Closed
BCI
348
Brinker Capital Investments
Pennsylvania
– -$2.38M -33,473 Closed
PWS
349
Paragon Wealth Strategies
Florida
– -$1.35M -18,985 Closed
Citadel Advisors
350
Citadel Advisors
Florida
– -$736K -10,349 Closed
11 12 13
14
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