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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

435 hedge funds and large institutions have $6.85B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 198 increasing their positions, 132 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+7
Holders Change %
+1.64%
% of All Funds
9.46%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
1.31%
New
45
Increased
198
Reduced
132
Closed
32
Calls
$6.59M
Puts
$479K
Net Calls
+$6.11M
Net Calls Change
-$1.17M

Top Buyers

1
TWM
Tanglewood Wealth Management
Texas
+$29.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$25.8M
3
HSA
HBK Sorce Advisory
Pennsylvania
+$25.6M
4
BlackRock
BlackRock
New York
+$20.4M
5
MIH
Madison Investment Holdings
Wisconsin
+$15M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
2
TF
Tompkins Financial
New York
-$40.3M
3
QI
QS Investors
New York
-$31.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$29.2M
5
Bank of America
Bank of America
North Carolina
-$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
401
Ellevest Inc
New York
$37K – – –
GWS
402
Glassman Wealth Services
Virginia
$34K – – –
RIA
403
Realta Investment Advisors
Delaware
$32K – – –
TFGT
404
TS Financial Group (TSFG)
Illinois
$27K – – –
FRA
405
Front Row Advisors
California
$26K – – –
CIR
406
Clear Investment Research
Georgia
$25K +$3.64K +51 +17%
RFA
407
Reilly Financial Advisors
California
$23K -$2.72K -37 -11%
TFA
408
Toth Financial Advisory
Virginia
$22K – – –
RWA
409
Ropes Wealth Advisors
Massachusetts
$22K – – –
PCG
410
Private Capital Group
Connecticut
$22K – – –
BWP
411
Baldwin Wealth Partners
Massachusetts
$17K – – –
RWA
412
Redhawk Wealth Advisors
Minnesota
$16K +$16K +218 New
SWP
413
Strategic Wealth Partners
Ohio
$16K +$16K +228 New
MWM
414
Merriman Wealth Management
Washington
$15.6K +$92 +127 +0.6%
OC
415
Oakworth Capital
Alabama
$15K -$30.5K -407 -67%
DAM
416
Delta Asset Management
Tennessee
$13K – – –
GSWM
417
Golden State Wealth Management
California
$13K – – –
WEC
418
Winslow Evans & Crocker
Massachusetts
$12K – – –
CTC
419
Central Trust Company
Missouri
$12K +$12K +160 New
LWANC
420
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K +$12K +170 New
TCM
421
Tradewinds Capital Management
Washington
$10K – – –
AA
422
AlphaMark Advisors
Kentucky
$9K – – –
CMBA
423
C.M. Bidwell & Associates
Hawaii
$9K – – –
RCA
424
Rowland Carmichael Advisors
Arizona
$8K – – –
SIS
425
Sound Income Strategies
Florida
$5K – – –
15 16
17
18 19