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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

519 hedge funds and large institutions have $6.63B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 185 increasing their positions, 235 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-28
Holders Change %
-5.12%
% of All Funds
10.67%
Holding in Top 10
76
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.59%
% of All Funds
1.56%
New
45
Increased
185
Reduced
235
Closed
71
Calls
$6.41M
Puts
–
Net Calls
+$6.41M
Net Calls Change
+$251K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$70M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$37M
3
SEI Investments
SEI Investments
Pennsylvania
+$21.9M
4
SP
Symmetry Partners
Connecticut
+$16.6M
5
JWM
Janiczek Wealth Management
Colorado
+$16.3M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$130M
2
Bank of America
Bank of America
North Carolina
-$94.3M
3
RIG
RiverFront Investment Group
Virginia
-$42.3M
4
Ameriprise
Ameriprise
Minnesota
-$34.8M
5
UBS Group
UBS Group
Switzerland
-$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
401
Paragon Advisors
Texas
$288K +$288K +4,355 New
ACA
402
Ackerman Capital Advisors
Texas
$284K – – –
IFWM
403
Institute for Wealth Management
Colorado
$284K +$284K +4,300 New
KA
404
Kovack Advisors
Florida
$281K -$12.9K -195 -4%
WWM
405
Western Wealth Management
Colorado
$281K +$2.51K +38 +0.9%
PFA
406
Pettinga Financial Advisors
Indiana
$276K -$8.61M -130,278 -97%
OC
407
Oppenheimer & Co
New York
$256K +$660 +10 +0.3%
FPGK
408
Financial Partners Group (Kansas)
Kansas
$256K +$256K +3,881 New
TCM
409
Tufton Capital Management
Maryland
$251K -$8.26K -125 -3%
CWM
410
Cordatus Wealth Management
Pennsylvania
$249K +$31.4K +476 +14%
HB
411
Homrich & Berg
Georgia
$247K -$44.4K -672 -15%
MAG
412
Mayfair Advisory Group
Alabama
$245K +$245K +3,710 New
Principal Financial Group
413
Principal Financial Group
Iowa
$244K -$8.46K -128 -3%
MCA
414
Magnolia Capital Advisors
Mississippi
$244K +$244K +3,687 New
RA
415
RFG Advisory
Alabama
$241K -$596 -9 -0.2%
TGAM
416
TBH Global Asset Management
Tennessee
$231K -$71.7K -1,086 -24%
PWM
417
Provident Wealth Management
Tennessee
$224K -$186K -2,815 -45%
MWM
418
MBE Wealth Management
Wisconsin
$223K – – –
JIC
419
Johnson Investment Counsel
Ohio
$220K – – –
LFGH
420
Lee Financial Group Hawaii
Hawaii
$219K -$2.28M -34,634 -91%
TAM
421
Townsend Asset Management
North Carolina
$219K +$2.12K +32 +1%
PWW
422
Pettyjohn Wood & White
Virginia
$217K – – –
FCFC
423
First Citizens Financial Corp
Iowa
$215K -$28.8K -436 -12%
FHC
424
First Heartland Consultants
Missouri
$214K -$118K -1,787 -36%
FAM
425
Formidable Asset Management
Ohio
$214K +$214K +3,244 New
15 16
17
18 19