EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

450 hedge funds and large institutions have $7.36B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 210 increasing their positions, 123 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
+15
Holders Change %
+3.45%
% of All Funds
9.88%
Holding in Top 10
66
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10%
% of All Funds
1.45%
New
46
Increased
210
Reduced
123
Closed
28
Calls
$7.53M
Puts
–
Net Calls
+$7.53M
Net Calls Change
+$1.42M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$178M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$72.1M
3
SIRP
Shelter Insurance Retirement Plan
Missouri
+$60.4M
4
PI
PFS Investments
Georgia
+$39M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$33.1M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$190M
2
TWM
Tanglewood Wealth Management
Texas
-$28.1M
3
Bank of America
Bank of America
North Carolina
-$24.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.9M
5
GGI
Godsey & Gibb Inc
Virginia
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWG
401
Regal Wealth Group
California
$122K -$34K -464 -22%
WP
402
WealthShield Partners
North Carolina
$118K -$19.9K -272 -14%
SB
403
Strategic Blueprint
Georgia
$117K -$1.29M -17,606 -92%
VFA
404
Valeo Financial Advisors
Indiana
$110K – – –
LDFR
405
Lehman & Derafelo Financial Resources
Pennsylvania
$101K +$101K +1,375 New
MIM
406
Macroview Investment Management
Maryland
$94K – – –
PO
407
Private Ocean
California
$93K +$26.3K +358 +39%
PCG
408
Private Capital Group
Connecticut
$90K +$67.1K +915 +292%
BFEC
409
Benjamin F. Edwards & Company
Missouri
$89K – – –
PFGIA
410
Patriot Financial Group Insurance Agency
Massachusetts
$87K +$2.2K +30 +3%
SBL
411
Sargent Bickham Lagudis
Colorado
$73K -$174K -2,367 -70%
BAMG
412
Brand Asset Management Group
Missouri
$65K – – –
TL
413
TrueWealth LLC
Georgia
$63K – – –
EI
414
Ellevest Inc
New York
$63K +$26.2K +359 +71%
Rockefeller Capital Management
415
Rockefeller Capital Management
New York
$60K – – –
FCA
416
FinTrust Capital Advisors
South Carolina
$58K – – –
UBS AM
417
UBS AM
Illinois
$47.3K +$47.3K +645 New
SIC
418
Salem Investment Counselors
North Carolina
$43K – – –
PB
419
Pinnacle Bancorp
Nebraska
$40K – – –
GWS
420
Glassman Wealth Services
Virginia
$34K – – –
RIA
421
Realta Investment Advisors
Delaware
$32K – – –
TFGT
422
TS Financial Group (TSFG)
Illinois
$27K – – –
CIR
423
Clear Investment Research
Georgia
$26K – – –
FRA
424
Front Row Advisors
California
$26K – – –
KPCM
425
Kings Point Capital Management
New York
$24K +$24K +322 New
15 16
17
18 19