EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

562 hedge funds and large institutions have $8.38B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 238 increasing their positions, 126 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+112
Holders Change %
+24.89%
% of All Funds
11.1%
Holding in Top 10
89
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+34.85%
% of All Funds
1.76%
New
143
Increased
238
Reduced
126
Closed
22
Calls
$7.92M
Puts
$336K
Net Calls
+$7.59M
Net Calls Change
+$61K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$74.9M
2
Truist Financial
Truist Financial
North Carolina
+$52.3M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$42.3M
4
BlackRock
BlackRock
New York
+$40.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$39.8M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$46.6M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$24.1M
3
UBS Group
UBS Group
Switzerland
-$19.3M
4
FAIM
Financial Advocates Investment Management
Washington
-$6.12M
5
PI
PFS Investments
Georgia
-$6.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
426
Tufton Capital Management
Maryland
$309K – – –
WSTAM
427
Wilbanks Smith & Thomas Asset Management
Virginia
$309K +$4.47K +60 +1%
EFS
428
Essex Financial Services
Connecticut
$306K +$306K +4,105 New
MA
429
Mutual Advisors
Nebraska
$305K -$65.8K -883 -18%
LCP
430
Legacy Capital Partners
Wisconsin
$303K +$21.2K +284 +8%
JPG
431
Jordan Park Group
California
$303K +$303K +4,064 New
WT
432
Whittier Trust
California
$302K -$1.27K -17 -0.4%
SIAP
433
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$300K – – –
TIA
434
Tiemann Investment Advisors
California
$294K -$28K -375 -9%
SFC
435
SYM Financial Corp
Indiana
$294K +$294K +3,950 New
EWA
436
ERTS Wealth Advisors
Michigan
$290K -$48.5K -650 -14%
Principal Financial Group
437
Principal Financial Group
Iowa
$288K +$18.3K +245 +7%
CFG
438
Citizens Financial Group
Rhode Island
$277K +$2.46K +33 +0.9%
CWM
439
Capital Wealth Management
Rhode Island
$277K +$68.4K +919 +33%
CFG
440
CMC Financial Group
Georgia
$275K +$275K +3,688 New
VWA
441
V Wealth Advisors
Kansas
$273K – – –
VHAM
442
Van Hulzen Asset Management
California
$269K – – –
FCFC
443
First Citizens Financial Corp
Iowa
$269K +$269K +3,608 New
GLA
444
Good Life Advisors
Pennsylvania
$268K -$18.7K -252 -7%
BOPW
445
Brandywine Oak Private Wealth
Pennsylvania
$267K – – –
Bank of New York Mellon
446
Bank of New York Mellon
New York
$265K -$252K -3,384 -49%
BCA
447
Bay Colony Advisors
Massachusetts
$260K +$260K +3,432 New
EWM
448
Empirical Wealth Management
Washington
$258K +$52.8K +708 +26%
S
449
SignatureFD
Georgia
$254K +$31.2K +419 +14%
WMA
450
Wealth Management Associates
New Jersey
$251K +$10.7K +143 +4%
16 17
18
19 20