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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

586 hedge funds and large institutions have $7.02B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 155 increasing their positions, 233 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+68
Holders Change %
+13.13%
% of All Funds
10.4%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.28%
New
109
Increased
155
Reduced
233
Closed
34
Calls
$8.66M
Puts
$458K
Net Calls
+$8.2M
Net Calls Change
+$445K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.3M
2
FI
FormulaFolio Investments
Michigan
+$19.4M
3
HighTower Advisors
HighTower Advisors
Illinois
+$15.6M
4
AHC
Anderson Hoagland & Co
Missouri
+$11.6M
5
MFG
Merit Financial Group
Georgia
+$5.44M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$121M
2
Bank of America
Bank of America
North Carolina
-$56M
3
HI
Horizon Investments
North Carolina
-$46.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$33.2M
5
Morgan Stanley
Morgan Stanley
New York
-$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
351
Cerity Partners
New York
$619K -$68.8K -936 -10%
Carson Wealth (CWM LLC)
352
Carson Wealth (CWM LLC)
Nebraska
$619K – – –
SHWM
353
Silicon Hills Wealth Management
Texas
$617K -$602K -8,208 -49%
APSP
354
Asset Planning Services (Pennsylvania)
Pennsylvania
$612K – – –
LC
355
Landaas & Company
Wisconsin
$602K -$37.7K -513 -6%
RIG
356
Roosevelt Investment Group
New York
$589K +$589K +8,030 New
AW
357
ACG Wealth
Georgia
$585K -$232K -3,158 -28%
FTS
358
Fifth Third Securities
Ohio
$576K +$3.09K +42 +0.5%
LC
359
LCNB Corp
Ohio
$571K +$3.74K +51 +0.7%
SCA
360
St. Clair Advisors
Ohio
$563K +$563K +7,675 New
RA
361
Rodgers & Associates
Pennsylvania
$560K +$560K +7,626 New
OCM
362
Oakwood Capital Management
California
$559K -$178K -2,420 -24%
DP
363
Denver PWM
Colorado
$558K -$331K -4,480 -37%
FF
364
FourThought Financial
Florida
$556K +$556K +7,581 New
BWL
365
Bogart Wealth LLC
Virginia
$550K – – –
FFG
366
Ford Financial Group
California
$549K -$42.9K -586 -7%
BIAS
367
Beacon Investment Advisory Services
New Jersey
$544K -$432K -5,880 -44%
EFG
368
Everhart Financial Group
Ohio
$544K +$544K +7,402 New
ECM
369
Evergreen Capital Management
Washington
$532K -$363K -4,940 -41%
MI
370
Moneywise Inc
Virginia
$523K -$1.87M -25,479 -78%
SC
371
Scotia Capital
Ontario, Canada
$519K +$519K +7,070 New
BFG
372
Berger Financial Group
Minnesota
$514K +$514K +7,004 New
TI
373
tru Independence
Oregon
$514K +$514K +7,000 New
BPA
374
Beacon Pointe Advisors
California
$513K +$21.8K +298 +4%
MCA
375
Magnolia Capital Advisors
Mississippi
$509K -$16.6K -226 -3%
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15
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