EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

435 hedge funds and large institutions have $6.85B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 198 increasing their positions, 132 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+7
Holders Change %
+1.64%
% of All Funds
9.46%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
1.31%
New
45
Increased
198
Reduced
132
Closed
32
Calls
$6.59M
Puts
$479K
Net Calls
+$6.11M
Net Calls Change
-$1.17M

Top Buyers

1
TWM
Tanglewood Wealth Management
Texas
+$29.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$25.8M
3
HSA
HBK Sorce Advisory
Pennsylvania
+$25.6M
4
BlackRock
BlackRock
New York
+$20.4M
5
MIH
Madison Investment Holdings
Wisconsin
+$15M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
2
TF
Tompkins Financial
New York
-$40.3M
3
QI
QS Investors
New York
-$31.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$29.2M
5
Bank of America
Bank of America
North Carolina
-$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ESB
351
Essex Savings Bank
Connecticut
$254K +$117K +1,612 +85%
Barclays
352
Barclays
United Kingdom
$253K +$253K +3,482 New
JIC
353
Johnson Investment Counsel
Ohio
$251K -$7.32K -101 -3%
SBL
354
Sargent Bickham Lagudis
Colorado
$244K +$29.8K +410 +14%
WMA
355
Wealth Management Associates
New Jersey
$242K +$11K +152 +5%
PWW
356
Pettyjohn Wood & White
Virginia
$238K +$217 +3 +0.1%
AWA
357
Arete Wealth Advisors
Illinois
$237K +$237K +3,265 New
Susquehanna International Group
358
Susquehanna International Group
Pennsylvania
$236K -$57.3K -787 -20%
CCM
359
Colorado Capital Management
Colorado
$224K -$20.7K -286 -8%
ADL
360
Asset Dedication LLC
California
$221K -$186K -2,573 -46%
FMC
361
First Merchants Corp
Indiana
$218K – – –
MWM
362
Mission Wealth Management
California
$218K +$218K +3,000 New
S
363
SignatureFD
Georgia
$217K -$22.1K -305 -9%
CWM
364
Capital Wealth Management
Rhode Island
$216K -$15.5K -214 -7%
BSW
365
Buckingham Strategic Wealth
Missouri
$215K -$17.4K -240 -7%
HB
366
Homrich & Berg
Georgia
$212K -$3.34K -46 -2%
BCA
367
Berman Capital Advisors
Georgia
$209K -$177K -2,441 -46%
V
368
Veritable
Delaware
$204K – – –
LC
369
LCNB Corp
Ohio
$201K +$201K +2,767 New
AF
370
Advisornet Financial
Minnesota
$198K +$83.4K +1,150 +73%
CIAS
371
Capital Investment Advisory Services
North Carolina
$191K – – –
PW
372
Price Wealth
Texas
$190K +$3.55K +49 +2%
MA
373
MUFG Americas
New York
$181K +$162K +2,225 +840%
RWG
374
Regal Wealth Group
California
$155K +$2.55K +35 +2%
ACA
375
Atlas Capital Advisors
Wyoming
$150K +$150K +2,071 New
13 14
15
16 17