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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 %
OPS
376
Orion Portfolio Solutions
Nebraska
$513K +$513K +6,886 New
LA
377
LexAurum Advisors
Kansas
$505K +$15.9K +213 +3%
BFEC
378
Benjamin F. Edwards & Company
Missouri
$495K +$405K +5,437 +449%
ADL
379
Asset Dedication LLC
California
$483K -$7.02K -94 -1%
PPP
380
Private Portfolio Partners
New Jersey
$483K +$3.57K +48 +0.7%
OCM
381
Oakwood Capital Management
California
$482K – – –
PIMG
382
Patriot Investment Management Group
Tennessee
$482K +$298 +4 +0.1%
Deutsche Bank
383
Deutsche Bank
Germany
$476K – – –
WIP
384
Wellesley Investment Partners
Massachusetts
$465K +$127K +1,707 +38%
BCP
385
Blue Chip Partners
Michigan
$465K +$465K +6,234 New
OIA
386
OneDigital Investment Advisors
Kansas
$464K +$99.8K +1,340 +27%
FNT
387
First National Trust
Pennsylvania
$461K +$6.11K +82 +1%
Lido Advisors
388
Lido Advisors
California
$460K +$2.01K +27 +0.4%
TF
389
Trek Financial
Arizona
$451K +$23K +309 +5%
EAM
390
Evanson Asset Management
California
$447K +$9.69K +130 +2%
FFA
391
First Foundation Advisors
California
$444K – – –
HIMCH
392
Hartford Investment Management Co (HIMCO)
Connecticut
$438K -$1.2M -16,050 -73%
WIA
393
World Investment Advisors
California
$436K +$436K +5,853 New
PWLP
394
Prio Wealth Limited Partnership
Massachusetts
$429K -$18.7K -250 -4%
SBA
395
Secrest Blakey & Associates
North Carolina
$423K -$3.04M -40,750 -88%
AWM
396
Aevitas Wealth Management
Massachusetts
$423K +$20.9K +281 +5%
CCM
397
Crabel Capital Management
California
$422K -$1.11M -14,970 -73%
RG
398
Retirement Group
California
$416K +$416K +5,576 New
ELI
399
Empire Life Investments
Ontario, Canada
$416K +$416K +5,587 New
WCF
400
West Coast Financial
California
$411K +$9.31K +125 +2%
14 15
16
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