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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 %
NFG
401
Nations Financial Group
Iowa
$308K +$112K +1,803 +57%
BF
402
Blankinship & Foster
California
$306K – – –
CFD
403
Creative Financial Designs
Indiana
$302K -$797K -12,834 -73%
BRWM
404
B. Riley Wealth Management
Tennessee
$301K – – –
SXL
405
Summit X LLC
Missouri
$299K -$14.8K -236 -5%
CIA
406
Choate Investment Advisors
Massachusetts
$299K +$299K +4,813 New
FP
407
Financial Perspectives
Minnesota
$291K – – –
AWM
408
Aevitas Wealth Management
Massachusetts
$290K -$62K -1,000 -18%
FDCDDQ
409
Federation des caisses Desjardins du Quebec
Quebec, Canada
$286K +$14.5K +233 +5%
TGAM
410
TBH Global Asset Management
Tennessee
$285K -$4.11M -66,198 -94%
BRWA
411
B. Riley Wealth Advisors
Florida
$285K -$606K -9,740 -68%
PB
412
Pinnacle Bancorp
Nebraska
$285K -$2.42K -39 -0.8%
FHA
413
First Horizon Advisors
Tennessee
$285K – – –
TWM
414
Titus Wealth Management
California
$278K -$62 -1 -0%
BSB
415
Bangor Savings Bank
Maine
$276K – – –
KA
416
Kovack Advisors
Florida
$276K +$276K +4,444 New
HB
417
Homrich & Berg
Georgia
$274K +$92.7K +1,492 +51%
ACA
418
Ackerman Capital Advisors
Texas
$267K – – –
AWM
419
Alterna Wealth Management
Texas
$266K -$29.7K -478 -10%
WWM
420
Western Wealth Management
Colorado
$262K -$274K -4,410 -51%
SF
421
Synovus Financial
Georgia
$259K +$259K +4,168 New
C
422
Certuity
Florida
$247K +$247K +3,981 New
TCM
423
Tufton Capital Management
Maryland
$243K -$14K -226 -5%
TIA
424
Tiemann Investment Advisors
California
$241K -$3.41K -55 -1%
OC
425
Oppenheimer & Co
New York
$240K -$399K -6,421 -62%
15 16
17
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