EFAV icon

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 %
TA
376
TrueWealth Advisors
Alabama
$509K +$509K +6,873 New
NFG
377
Nations Financial Group
Iowa
$503K +$36.2K +493 +8%
MA
378
MONECO Advisors
Connecticut
$492K +$94.4K +1,274 +24%
SFS
379
Strategic Financial Services
New York
$487K -$233K -3,176 -32%
SPI
380
Santori & Peters Inc
Pennsylvania
$485K -$55K -737 -10%
EAM
381
Evanson Asset Management
California
$484K – – –
LWP
382
Laurel Wealth Planning
Minnesota
$482K +$482K +6,569 New
RG
383
Retirement Group
California
$475K -$7.41K -101 -2%
FDCDDQ
384
Federation des caisses Desjardins du Quebec
Quebec, Canada
$473K -$3.52K -48 -0.7%
9WM
385
9258 Wealth Management
Ohio
$469K -$568K -7,729 -55%
B
386
Bridgeworth
Alabama
$463K -$99.2K -1,351 -18%
1WA
387
180 Wealth Advisors
Washington
$455K -$38.6K -522 -8%
IFS
388
Ifrah Financial Services
Arkansas
$454K -$11.7K -159 -3%
IA
389
IFG Advisory
Georgia
$450K -$49.8K -680 -10%
AWS
390
AJ Wealth Strategies
New York
$443K – – –
CCM
391
Crabel Capital Management
California
$438K +$438K +5,964 New
CA
392
Crumly & Associates
Illinois
$433K -$31.4K -424 -7%
JFG
393
JMG Financial Group
Illinois
$429K -$69.3K -945 -14%
TCPWM
394
Traverso Chambers Private Wealth Management
California
$426K – – –
ADL
395
Asset Dedication LLC
California
$422K +$296K +4,025 +234%
GW
396
GW & Wade
Massachusetts
$412K +$412K +5,609 New
LA
397
LexAurum Advisors
Kansas
$407K – – –
NEPWA
398
New England Private Wealth Advisors
Massachusetts
$400K – – –
IFA
399
Interactive Financial Advisors
Illinois
$397K -$5.8K -79 -1%
SEP
400
Southland Equity Partners
Missouri
$396K +$396K +5,389 New
14 15
16
17 18