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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 %
CPSAC
426
Chas P. Smith & Associates (CPS)
Florida
$239K -$21.6M -348,299 -99%
Principal Financial Group
427
Principal Financial Group
Iowa
$237K -$2.79K -45 -1%
CFG
428
Citizens Financial Group
Rhode Island
$230K – – –
FCFC
429
First Citizens Financial Corp
Iowa
$229K +$4.97K +80 +2%
VWM
430
Vigilare Wealth Management
Arizona
$229K +$61.9K +996 +37%
VWA
431
V Wealth Advisors
Kansas
$227K -$4.66K -75 -2%
RA
432
RFG Advisory
Alabama
$226K +$58.6K +947 +35%
TSS
433
Two Sigma Securities
New York
$226K +$226K +3,645 New
CGFA
434
Colton Groome Financial Advisors
North Carolina
$225K -$311K -5,004 -58%
BPA
435
Beacon Pointe Advisors
California
$224K -$75.5K -1,228 -25%
VHAM
436
Van Hulzen Asset Management
California
$224K – – –
CFG
437
CMC Financial Group
Georgia
$215K -$13.3K -215 -6%
PAS
438
Park Avenue Securities
New York
$215K +$215K +3,472 New
HA
439
HC Advisors
Georgia
$215K +$215K +3,473 New
MWM
440
MBE Wealth Management
Wisconsin
$210K +$210K +3,390 New
JIC
441
Johnson Investment Counsel
Ohio
$207K +$3.1K +50 +2%
F
442
F3Logic
Minnesota
$207K +$207K +3,348 New
CWM
443
Cordatus Wealth Management
Pennsylvania
$204K -$521K -8,409 -72%
TAM
444
Townsend Asset Management
North Carolina
$204K – – –
PWW
445
Pettyjohn Wood & White
Virginia
$204K – – –
EWA
446
EP Wealth Advisors
California
$203K +$203K +3,267 New
ACA
447
Atlas Capital Advisors
Wyoming
$203K -$2.48M -40,045 -92%
WTC
448
WhitTier Trust Company
Nevada
$202K -$82.4K -1,327 -29%
PA
449
Parallel Advisors
California
$192K -$258K -4,176 -57%
SIAP
450
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$187K -$61.8K -1,000 -25%
16 17
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