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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 %
RWA
426
Ropes Wealth Advisors
Massachusetts
$23K – – –
TFA
427
Toth Financial Advisory
Virginia
$22K – – –
TFA
428
Transamerica Financial Advisors
Florida
$19K -$5.91M -79,932 -100%
BWP
429
Baldwin Wealth Partners
Massachusetts
$17K – – –
OC
430
Oakworth Capital
Alabama
$15K – – –
CMBA
431
C.M. Bidwell & Associates
Hawaii
$14K +$4.54K +60 +48%
WCM
432
Wealthcare Capital Management
Virginia
$14K +$14K +189 New
TRCT
433
Tower Research Capital (TRC)
New York
$13K -$140K -1,838 -91%
DAM
434
Delta Asset Management
Tennessee
$13K – – –
GSWM
435
Golden State Wealth Management
California
$13K – – –
CTC
436
Central Trust Company
Missouri
$12K – – –
WEC
437
Winslow Evans & Crocker
Massachusetts
$12K – – –
SIM
438
Sonora Investment Management
Arizona
$11K +$11K +155 New
EW
439
Evoke Wealth
California
$10.5K +$10.5K +143 New
TCM
440
Tradewinds Capital Management
Washington
$10K – – –
AA
441
AlphaMark Advisors
Kentucky
$9K – – –
RCA
442
Rowland Carmichael Advisors
Arizona
$6K -$1.95K -28 -25%
RMC
443
Resources Management Corp
Connecticut
$6K +$6K +84 New
SIS
444
Sound Income Strategies
Florida
$5K – – –
NIC
445
Northwest Investment Counselors
Oregon
$5K +$5K +69 New
CAN
446
Claraphi Advisory Network
United States
$5K +$5K +70 New
GWMIA
447
Global Wealth Management Investment Advisory
Florida
$4K – – –
GT
448
Glenmede Trust
Pennsylvania
$3.96K +$779 +10,633 +25%
LF
449
Lee Financial
Texas
$3K – – –
GWAG
450
Garrett Wealth Advisory Group
Texas
$1.17K +$1.17K +16 New
16 17
18
19 20