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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 %
FA
351
FDx Advisors
Illinois
$328K -$658K -8,988 -67%
TWM
352
Titus Wealth Management
California
$327K +$327K +4,464 New
BSB
353
Bangor Savings Bank
Maine
$326K – – –
TIA
354
Tiemann Investment Advisors
California
$316K +$7.7K +105 +2%
ACA
355
Ackerman Capital Advisors
Texas
$315K – – –
SIAS
356
Shine Investment Advisory Services
Colorado
$310K +$19.1K +261 +7%
TCM
357
Tufton Capital Management
Maryland
$304K – – –
WSTAM
358
Wilbanks Smith & Thomas Asset Management
Virginia
$299K – – –
WT
359
Whittier Trust
California
$298K – – –
SIAP
360
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$295K – – –
GLA
361
Good Life Advisors
Pennsylvania
$284K -$7.05K -96 -2%
RIA
362
Regal Investment Advisors
Michigan
$279K +$279K +3,801 New
LCP
363
Legacy Capital Partners
Wisconsin
$277K +$277K +3,784 New
VWA
364
V Wealth Advisors
Kansas
$273K -$7.39K -101 -3%
CFG
365
Citizens Financial Group
Rhode Island
$270K – – –
PW
366
Price Wealth
Texas
$269K +$77.2K +1,055 +40%
VCM
367
Vigilant Capital Management
Maine
$269K +$212K +2,897 +375%
RCM
368
Rain Capital Management
Oregon
$268K +$268K +3,659 New
Principal Financial Group
369
Principal Financial Group
Iowa
$265K +$1.9K +26 +0.7%
VHAM
370
Van Hulzen Asset Management
California
$264K – – –
BOPW
371
Brandywine Oak Private Wealth
Pennsylvania
$262K – – –
RA
372
Riversedge Advisors
Delaware
$259K – – –
IP
373
Investment Partners
Ohio
$257K – – –
CAG
374
Csenge Advisory Group
Florida
$256K -$1.54K -21 -0.6%
JIC
375
Johnson Investment Counsel
Ohio
$241K -$12.8K -175 -5%
13 14
15
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