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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

428 hedge funds and large institutions have $6.84B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 176 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+16
Holders Change %
+3.88%
% of All Funds
9.28%
Holding in Top 10
61
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.67%
% of All Funds
1.32%
New
55
Increased
176
Reduced
132
Closed
30
Calls
$7.81M
Puts
$530K
Net Calls
+$7.28M
Net Calls Change
+$794K

Top Buyers

1
HSA
HBK Sorce Advisory
Pennsylvania
+$50.4M
2
Ameriprise
Ameriprise
Minnesota
+$46.8M
3
Morgan Stanley
Morgan Stanley
New York
+$36.6M
4
MMA
Miracle Mile Advisors
California
+$32.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.3M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$103M
2
TWM
Tanglewood Wealth Management
Texas
-$20.3M
3
Wells Fargo
Wells Fargo
California
-$13M
4
HNB
Huntington National Bank
Ohio
-$8.08M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$7.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPWM
426
Lake Point Wealth Management
Texas
$1K +$1K +17 New
ACA
427
Ackerman Capital Advisors
Texas
$310 – – –
CCMG
428
Clark Capital Management Group
Pennsylvania
– -$5.87M -88,086 Closed
WAM
429
Weatherly Asset Management
California
– -$2.35M -35,198 Closed
VWM
430
Venturi Wealth Management
Texas
– -$2.12M -32,008 Closed
KFA
431
Kays Financial Advisory
Georgia
– -$2.07M -31,022 Closed
CC
432
Claybrook Capital
Massachusetts
– -$1.24M -18,607 Closed
LBD
433
Landsberg Bennett & Dubbaneh
Florida
– -$1.18M -17,692 Closed
Millennium Management
434
Millennium Management
New York
– -$1.06M -15,860 Closed
RMA
435
Roffman Miller Associates
Pennsylvania
– -$781K -11,713 Closed
PS
436
Portfolio Solutions
Michigan
– -$610K -9,158 Closed
CAG
437
Csenge Advisory Group
Florida
– -$540K -8,115 Closed
ATC
438
Argent Trust Co
Tennessee
– -$480K -7,215 Closed
Wolverine Trading
439
Wolverine Trading
Illinois
– -$458K -6,875 Closed
GW
440
GW & Wade
Massachusetts
– -$357K -5,355 Closed
Bank of Nova Scotia
441
Bank of Nova Scotia
Ontario, Canada
– -$300K -4,500 Closed
Deutsche Bank
442
Deutsche Bank
Germany
– -$274K -4,111 Closed
OIA
443
OneDigital Investment Advisors
Kansas
– -$274K -4,103 Closed
SC
444
SouthState Corp
Florida
– -$216K -3,230 Closed
BAM
445
Belpointe Asset Management
Nevada
– -$153K -2,290 Closed
CA
446
Claro Advisors
Massachusetts
– -$138K -1,896 Closed
SFA
447
Spectrum Financial Alliance
Kentucky
– -$86K -1,295 Closed
Simplex Trading
448
Simplex Trading
Illinois
– -$55K -826 Closed
RWA
449
River Wealth Advisors
Pennsylvania
– -$30K -454 Closed
TRCT
450
Tower Research Capital (TRC)
New York
– -$27K -400 Closed
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