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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

547 hedge funds and large institutions have $6.76B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 186 increasing their positions, 226 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
-15
Holders Change %
-2.67%
% of All Funds
12.08%
Holding in Top 10
85
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.49%
% of All Funds
1.88%
New
79
Increased
186
Reduced
226
Closed
89
Calls
$6.37M
Puts
$205K
Net Calls
+$6.16M
Net Calls Change
-$1.42M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$132M
2
Charles Schwab
Charles Schwab
California
+$98.9M
3
WPW
Waldron Private Wealth
Pennsylvania
+$43.9M
4
RIG
RiverFront Investment Group
Virginia
+$42.3M
5
FBFS
First Business Financial Services
Wisconsin
+$39.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$126M
2
CSIA
Charles Schwab Investment Advisory
California
-$124M
3
Ameriprise
Ameriprise
Minnesota
-$103M
4
Bank of America
Bank of America
North Carolina
-$71.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
351
Fifth Third Securities
Ohio
$541K -$1.18M -19,015 -69%
OAM
352
Oak Asset Management
California
$535K +$4.96K +80 +0.9%
PCMC
353
Private Capital Management (Colorado)
Colorado
$526K -$314K -5,060 -37%
IA
354
IFG Advisory
Georgia
$516K +$12.4K +200 +2%
FFG
355
Ford Financial Group
California
$515K +$15.6K +252 +3%
WWM
356
WT Wealth Management
Arizona
$512K -$1.95M -31,416 -79%
SW
357
SteelPeak Wealth
California
$506K -$243K -3,916 -32%
EFS
358
Essex Financial Services
Connecticut
$502K +$247K +3,988 +97%
LC
359
LCNB Corp
Ohio
$500K -$81.2K -1,307 -14%
Brown Advisory
360
Brown Advisory
Maryland
$494K +$27K +435 +6%
VAS
361
Vestmark Advisory Solutions
Massachusetts
$486K +$486K +7,829 New
CFA
362
Carroll Financial Associates
North Carolina
$484K -$73.6K -1,187 -13%
SBA
363
Secrest Blakey & Associates
North Carolina
$484K +$132K +2,126 +37%
RMA
364
Roffman Miller Associates
Pennsylvania
$482K -$4.59K -74 -0.9%
CA
365
Crumly & Associates
Illinois
$481K +$481K +7,755 New
Deutsche Bank
366
Deutsche Bank
Germany
$479K +$82.4K +1,329 +21%
BWL
367
Bogart Wealth LLC
Virginia
$466K +$466K +7,505 New
WAP
368
Wealthcare Advisory Partners
Pennsylvania
$464K -$165K -2,657 -26%
Verition Fund Management
369
Verition Fund Management
Connecticut
$460K +$460K +7,419 New
BFEC
370
Benjamin F. Edwards & Company
Missouri
$456K +$43.9K +708 +11%
AWS
371
AJ Wealth Strategies
New York
$451K +$1.99K +32 +0.4%
Bank of New York Mellon
372
Bank of New York Mellon
New York
$439K +$218K +3,520 +99%
LWM
373
Liberty Wealth Management
California
$429K – – –
SPI
374
Santori & Peters Inc
Pennsylvania
$428K -$16.1K -259 -4%
JFG
375
JMG Financial Group
Illinois
$421K -$26.2K -422 -6%
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