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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 %
AssetMark Inc
326
AssetMark Inc
California
$604K +$17.2K +261 +3%
RTS
327
Round Table Services
New Jersey
$598K -$2.6M -39,405 -81%
BOPW
328
Brandywine Oak Private Wealth
Pennsylvania
$596K – – –
LC
329
Landaas & Company
Wisconsin
$591K +$10.4K +158 +2%
CWM
330
Cornerstone Wealth Management
Missouri
$589K -$48.3K -731 -8%
FPS
331
Fieldpoint Private Securities
Connecticut
$584K +$584K +8,833 New
PAS
332
Park Avenue Securities
New York
$581K +$352K +5,327 +153%
IF
333
Intrua Financial
Texas
$580K +$580K +8,406 New
TA
334
Tiedemann Advisors
New York
$579K +$579K +8,760 New
FNT
335
First National Trust
Pennsylvania
$578K +$202K +3,059 +54%
OAM
336
Oak Asset Management
California
$568K -$1.98K -30 -0.3%
APSP
337
Asset Planning Services (Pennsylvania)
Pennsylvania
$551K -$41.9K -634 -7%
SHJ
338
Sharkey, Howes & Javer
Colorado
$549K -$84.3K -1,277 -13%
SW
339
SteelPeak Wealth
California
$546K +$7.79K +118 +1%
FFG
340
Ford Financial Group
California
$544K -$3.89K -59 -0.7%
CGFA
341
Colton Groome Financial Advisors
North Carolina
$538K +$298K +4,515 +125%
NP
342
NorthRock Partners
Minnesota
$536K -$904K -13,683 -63%
IA
343
IFG Advisory
Georgia
$530K -$19.1K -290 -3%
WAP
344
Wealthcare Advisory Partners
Pennsylvania
$530K +$36.3K +550 +7%
NEPWA
345
New England Private Wealth Advisors
Massachusetts
$527K -$323K -4,891 -38%
LC
346
LCNB Corp
Ohio
$525K -$6.6K -100 -1%
SBA
347
Secrest Blakey & Associates
North Carolina
$522K +$6.93K +105 +1%
BFEC
348
Benjamin F. Edwards & Company
Missouri
$522K +$36.4K +551 +7%
FTS
349
Fifth Third Securities
Ohio
$499K -$77K -1,165 -13%
1WA
350
180 Wealth Advisors
Washington
$497K -$1.13M -16,667 -69%
12 13
14
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