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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

450 hedge funds and large institutions have $7.36B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 210 increasing their positions, 123 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
+15
Holders Change %
+3.45%
% of All Funds
9.88%
Holding in Top 10
66
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10%
% of All Funds
1.45%
New
46
Increased
210
Reduced
123
Closed
28
Calls
$7.53M
Puts
–
Net Calls
+$7.53M
Net Calls Change
+$1.42M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$178M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$72.1M
3
SIRP
Shelter Insurance Retirement Plan
Missouri
+$60.4M
4
PI
PFS Investments
Georgia
+$39M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$33.1M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$190M
2
TWM
Tanglewood Wealth Management
Texas
-$28.1M
3
Bank of America
Bank of America
North Carolina
-$24.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.9M
5
GGI
Godsey & Gibb Inc
Virginia
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
326
First Foundation Advisors
California
$437K -$8.5K -116 -2%
EAM
327
Evanson Asset Management
California
$430K – – –
TF
328
Trek Financial
Arizona
$421K – – –
IWS
329
Insight Wealth Strategies
California
$419K +$33.1K +451 +9%
CAAS
330
Capital Asset Advisory Services
Michigan
$412K +$139K +1,904 +51%
Bessemer Group
331
Bessemer Group
New Jersey
$403K -$31.1K -425 -7%
AWM
332
Aevitas Wealth Management
Massachusetts
$396K – – –
MOS
333
MGO One Seven
Ohio
$396K +$43K +587 +12%
WCF
334
West Coast Financial
California
$395K – – –
GPA
335
Guidance Point Advisors
Massachusetts
$393K – – –
Wolverine Trading
336
Wolverine Trading
Illinois
$381K -$115K -1,569 -23%
SXL
337
Summit X LLC
Missouri
$375K -$25.3K -348 -6%
WTC
338
WhitTier Trust Company
Nevada
$375K – – –
MA
339
Mutual Advisors
Nebraska
$365K -$17.6K -240 -5%
IFA
340
Interactive Financial Advisors
Illinois
$364K +$27.2K +371 +8%
IBOK
341
Independence Bank of Kentucky
Kentucky
$364K +$243K +3,320 +202%
NWS
342
Newport Wealth Strategies
California
$362K – – –
OIA
343
OneDigital Investment Advisors
Kansas
$358K +$90.9K +1,241 +34%
BRWM
344
B. Riley Wealth Management
Tennessee
$355K +$1.1K +15 +0.3%
BF
345
Blankinship & Foster
California
$353K – – –
AWM
346
Alterna Wealth Management
Texas
$349K -$38.9K -531 -10%
FHA
347
First Horizon Advisors
Tennessee
$336K -$7.47K -102 -2%
EWA
348
ERTS Wealth Advisors
Michigan
$333K -$67.3K -917 -17%
WIP
349
Wellesley Investment Partners
Massachusetts
$333K +$37.3K +508 +13%
FDCDDQ
350
Federation des caisses Desjardins du Quebec
Quebec, Canada
$331K +$4.54K +62 +1%
12 13
14
15 16