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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

586 hedge funds and large institutions have $7.02B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 155 increasing their positions, 233 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+68
Holders Change %
+13.13%
% of All Funds
10.4%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.28%
New
109
Increased
155
Reduced
233
Closed
34
Calls
$8.66M
Puts
$458K
Net Calls
+$8.2M
Net Calls Change
+$445K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.3M
2
FI
FormulaFolio Investments
Michigan
+$19.4M
3
HighTower Advisors
HighTower Advisors
Illinois
+$15.6M
4
AHC
Anderson Hoagland & Co
Missouri
+$11.6M
5
MFG
Merit Financial Group
Georgia
+$5.44M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$121M
2
Bank of America
Bank of America
North Carolina
-$56M
3
HI
Horizon Investments
North Carolina
-$46.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$33.2M
5
Morgan Stanley
Morgan Stanley
New York
-$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
326
Advisory Services Network
Georgia
$766K -$122K -1,669 -14%
M&T Bank
327
M&T Bank
New York
$751K -$140K -1,903 -16%
OPS
328
Orion Portfolio Solutions
Nebraska
$745K -$103K -1,407 -12%
SW
329
SteelPeak Wealth
California
$745K +$20.6K +281 +3%
TFS
330
Thoroughbred Financial Services
Tennessee
$741K -$19.1K -261 -3%
PP
331
PDS Planning
Ohio
$734K -$364K -4,959 -33%
SIAG
332
Safeguard Investment Advisory Group
California
$720K +$720K +9,819 New
GPA
333
Guidance Point Advisors
Massachusetts
$712K – – –
SW
334
StrongBox Wealth
Missouri
$710K -$236K -3,215 -25%
PIA
335
Pinion Investment Advisors
Kansas
$689K +$5.94K +81 +0.9%
CL
336
COWA LLC
Oklahoma
$682K +$682K +9,234 New
OCM
337
Orion Capital Management
California
$676K +$676K +9,213 New
PB
338
Pinnacle Bancorp
Nebraska
$663K +$126K +1,710 +23%
BOPW
339
Brandywine Oak Private Wealth
Pennsylvania
$662K – – –
BFEC
340
Benjamin F. Edwards & Company
Missouri
$660K +$91.1K +1,241 +16%
DAS
341
Dynamic Advisor Solutions
Arizona
$658K -$795K -10,825 -55%
PCA
342
Personal Capital Advisors
California
$657K -$15.7K -214 -2%
WS
343
Wedbush Securities
California
$657K +$366K +4,979 +126%
CAAS
344
Capital Asset Advisory Services
Michigan
$656K -$133K -1,813 -17%
OAM
345
Oak Asset Management
California
$648K +$14.7K +200 +2%
TA
346
Tiedemann Advisors
New York
$643K – – –
PP
347
Prudential plc
United Kingdom
$638K -$84.4K -1,150 -12%
PCA
348
Peddock Capital Advisors
Massachusetts
$636K -$27.5K -374 -4%
EP
349
Eudaimonia Partners
Tennessee
$625K -$1.89M -25,795 -75%
AWA
350
Alta Wealth Advisors
Massachusetts
$620K +$620K +8,440 New
12 13
14
15 16