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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 %
ELI
326
Empire Life Investments
Ontario, Canada
$680K +$333K +5,366 +96%
HFA
327
Hoover Financial Advisors
Pennsylvania
$677K -$1.02M -16,368 -60%
SFM
328
Signet Financial Management
New Jersey
$676K +$676K +10,500 New
AW
329
ACG Wealth
Georgia
$672K +$672K +10,825 New
BAM
330
Belpointe Asset Management
Nevada
$658K -$138K -2,230 -17%
FFS
331
Founders Financial Securities
Maryland
$646K -$1.35M -21,754 -68%
OPS
332
Orion Portfolio Solutions
Nebraska
$635K +$207K +3,341 +49%
JCM
333
Jacobi Capital Management
Pennsylvania
$629K -$86.1K -1,389 -12%
PIA
334
Pinion Investment Advisors
Kansas
$624K +$20.1K +323 +3%
Carson Wealth (CWM LLC)
335
Carson Wealth (CWM LLC)
Nebraska
$619K – – –
QWM
336
QP Wealth Management
New Jersey
$617K +$108K +1,700 +21%
MA
337
MONECO Advisors
Connecticut
$600K -$21.1K -340 -3%
CWM
338
Cornerstone Wealth Management
Missouri
$598K +$63.8K +1,029 +12%
SHJ
339
Sharkey, Howes & Javer
Colorado
$595K -$8.14M -131,200 -93%
HIMCH
340
Hartford Investment Management Co (HIMCO)
Connecticut
$586K +$222K +3,580 +61%
M&T Bank
341
M&T Bank
New York
$576K +$576K +9,283 New
LC
342
Landaas & Company
Wisconsin
$567K +$17.7K +275 +3%
SFP
343
Shepherd Financial Partners
Massachusetts
$563K -$5.29M -85,454 -90%
CFG
344
CKW Financial Group
Hawaii
$562K +$2.51K +42 +0.4%
BOPW
345
Brandywine Oak Private Wealth
Pennsylvania
$560K +$338K +5,446 +152%
APSP
346
Asset Planning Services (Pennsylvania)
Pennsylvania
$557K – – –
PCMC
347
Paragon Capital Management (Colorado)
Colorado
$557K +$557K +8,977 New
AssetMark Inc
348
AssetMark Inc
California
$551K -$134K -2,169 -20%
CAAS
349
Capital Asset Advisory Services
Michigan
$549K +$24.4K +382 +5%
Cerity Partners
350
Cerity Partners
New York
$542K +$3.72K +60 +0.7%
12 13
14
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