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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 %
LA
376
LexAurum Advisors
Kansas
$420K -$621 -10 -0.1%
EAM
377
Evanson Asset Management
California
$409K +$36.6K +589 +10%
IFS
378
Ifrah Financial Services
Arkansas
$407K -$183K -2,952 -31%
OCM
379
Oakwood Capital Management
California
$401K – – –
AWM
380
AE Wealth Management
Kansas
$393K -$414K -6,687 -51%
PIMG
381
Patriot Investment Management Group
Tennessee
$391K -$9.92K -160 -2%
PWM
382
Provident Wealth Management
Tennessee
$385K -$941K -15,180 -71%
BWA
383
Beam Wealth Advisors
Louisiana
$381K -$55.3K -891 -13%
GLA
384
Great Lakes Advisors
Illinois
$381K +$381K +6,148 New
LWP
385
Legacy Wealth Planning
Nevada
$376K -$6.03M -97,044 -94%
FFA
386
First Foundation Advisors
California
$370K – – –
TCPWM
387
Traverso Chambers Private Wealth Management
California
$366K +$366K +5,900 New
SW
388
SlateStone Wealth
Florida
$365K -$80.2K -1,293 -18%
MOS
389
MGO One Seven
Ohio
$360K +$33.8K +545 +10%
FNT
390
First National Trust
Pennsylvania
$353K -$30.2K -487 -8%
MPCG
391
Matrix Private Capital Group
New York
$345K -$103K -1,655 -23%
WIP
392
Wellesley Investment Partners
Massachusetts
$342K -$45.6K -735 -12%
CCM
393
Covington Capital Management
California
$341K +$341K +5,500 New
SWM
394
SeaCrest Wealth Management
New York
$333K +$151K +2,435 +83%
PWLP
395
Prio Wealth Limited Partnership
Massachusetts
$323K -$34.2K -550 -10%
MA
396
Mutual Advisors
Nebraska
$322K +$68.1K +1,097 +27%
NWS
397
Newport Wealth Strategies
California
$319K – – –
IBOK
398
Independence Bank of Kentucky
Kentucky
$313K +$4.96K +80 +2%
FHC
399
First Heartland Consultants
Missouri
$312K -$1.18M -19,009 -79%
WCF
400
West Coast Financial
California
$312K -$30.4K -490 -9%
14 15
16
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