EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

519 hedge funds and large institutions have $6.63B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 185 increasing their positions, 235 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-28
Holders Change %
-5.12%
% of All Funds
10.67%
Holding in Top 10
76
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.59%
% of All Funds
1.56%
New
45
Increased
185
Reduced
235
Closed
71
Calls
$6.41M
Puts
–
Net Calls
+$6.41M
Net Calls Change
+$251K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$70M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$37M
3
SEI Investments
SEI Investments
Pennsylvania
+$21.9M
4
SP
Symmetry Partners
Connecticut
+$16.6M
5
JWM
Janiczek Wealth Management
Colorado
+$16.3M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$130M
2
Bank of America
Bank of America
North Carolina
-$94.3M
3
RIG
RiverFront Investment Group
Virginia
-$42.3M
4
Ameriprise
Ameriprise
Minnesota
-$34.8M
5
UBS Group
UBS Group
Switzerland
-$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
351
Bogart Wealth LLC
Virginia
$496K – – –
SPI
352
Santori & Peters Inc
Pennsylvania
$470K +$14.5K +220 +3%
CFA
353
Carroll Financial Associates
North Carolina
$463K -$52K -788 -10%
BPA
354
Beacon Pointe Advisors
California
$461K +$220K +3,313 +91%
LWM
355
Liberty Wealth Management
California
$458K +$1.85K +28 +0.4%
RMA
356
Roffman Miller Associates
Pennsylvania
$451K -$61.7K -934 -12%
JFG
357
JMG Financial Group
Illinois
$449K – – –
FA
358
Faithward Advisors
Pennsylvania
$448K -$451K -6,825 -50%
SFP
359
Shepherd Financial Partners
Massachusetts
$448K -$153K -2,317 -25%
CA
360
Crumly & Associates
Illinois
$443K -$69.7K -1,054 -14%
HWA
361
Hilltop Wealth Advisors
North Carolina
$442K -$27.8M -420,967 -98%
EAM
362
Evanson Asset Management
California
$435K – – –
IFS
363
Ifrah Financial Services
Arkansas
$424K -$9.25K -140 -2%
PP
364
Prudential plc
United Kingdom
$419K -$509K -7,700 -55%
BF
365
BOK Financial
Oklahoma
$419K -$399K -6,044 -49%
JIP
366
Jaffetilchin Investment Partners
Florida
$419K -$308K -4,661 -42%
RG
367
Retirement Group
California
$415K +$415K +6,275 New
PIMG
368
Patriot Investment Management Group
Tennessee
$407K -$9.71K -147 -2%
GLA
369
Great Lakes Advisors
Illinois
$406K – – –
NS
370
NewDay Solutions
New Hampshire
$403K -$647K -9,799 -62%
AWS
371
AJ Wealth Strategies
New York
$400K -$79.7K -1,207 -17%
FFA
372
First Foundation Advisors
California
$400K +$6.14K +93 +2%
NFG
373
Nations Financial Group
Iowa
$400K +$71.7K +1,084 +22%
Deutsche Bank
374
Deutsche Bank
Germany
$395K -$116K -1,752 -23%
SW
375
SlateStone Wealth
Florida
$389K +$66 +1 +0%
13 14
15
16 17