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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

562 hedge funds and large institutions have $8.38B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 238 increasing their positions, 126 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+112
Holders Change %
+24.89%
% of All Funds
11.1%
Holding in Top 10
89
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+34.85%
% of All Funds
1.76%
New
143
Increased
238
Reduced
126
Closed
22
Calls
$7.92M
Puts
$336K
Net Calls
+$7.59M
Net Calls Change
+$61K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$74.9M
2
Truist Financial
Truist Financial
North Carolina
+$52.3M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$42.3M
4
BlackRock
BlackRock
New York
+$40.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$39.8M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$46.6M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$24.1M
3
UBS Group
UBS Group
Switzerland
-$19.3M
4
FAIM
Financial Advocates Investment Management
Washington
-$6.12M
5
PI
PFS Investments
Georgia
-$6.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
351
Cerity Partners
New York
$646K +$42K +564 +7%
WWM
352
Western Wealth Management
Colorado
$643K +$26.4K +354 +4%
CGFA
353
Colton Groome Financial Advisors
North Carolina
$643K +$44.4K +596 +7%
CWM
354
Cornerstone Wealth Management
Missouri
$642K -$98.7K -1,324 -13%
GI
355
Glovista Investments
New Jersey
$637K – – –
OAM
356
Oak Asset Management
California
$637K +$1.49K +20 +0.2%
LC
357
Landaas & Company
Wisconsin
$635K +$83.9K +1,125 +15%
WAM
358
Wakefield Asset Management
Colorado
$629K +$629K +8,442 New
CAAS
359
Capital Asset Advisory Services
Michigan
$621K +$195K +2,581 +46%
SS
360
Simplicity Solutions
Minnesota
$621K +$621K +8,328 New
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$619K – – –
IA
362
IFG Advisory
Georgia
$605K -$14.2K -190 -2%
QWM
363
QP Wealth Management
New Jersey
$604K +$604K +8,044 New
FFG
364
Ford Financial Group
California
$600K +$64.1K +860 +12%
RMA
365
Roffman Miller Associates
Pennsylvania
$584K -$9.17K -123 -2%
Brown Advisory
366
Brown Advisory
Maryland
$562K -$84.7K -1,135 -13%
PA
367
Parallel Advisors
California
$543K +$746 +10 +0.1%
AWS
368
AJ Wealth Strategies
New York
$539K – – –
JFG
369
JMG Financial Group
Illinois
$538K – – –
MPCG
370
Matrix Private Capital Group
New York
$537K +$537K +7,207 New
VWA
371
VERITY Wealth Advisors
United States
$536K -$447 -6 -0.1%
SW
372
SlateStone Wealth
Florida
$535K +$535K +7,176 New
SPI
373
Santori & Peters Inc
Pennsylvania
$534K +$7.83K +105 +1%
BWA
374
Beam Wealth Advisors
Louisiana
$524K +$524K +7,026 New
LWM
375
Liberty Wealth Management
California
$515K +$3.35K +45 +0.7%
13 14
15
16 17