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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 %
WA1
426
Wimmer Associates 1
California
$210K +$210K +3,110 New
ESB
427
Essex Savings Bank
Connecticut
$205K +$205K +3,107 New
ANTB
428
AMG National Trust Bank
Colorado
$204K +$204K +3,083 New
BCA
429
Bay Colony Advisors
Massachusetts
$203K +$203K +3,074 New
VWM
430
Vigilare Wealth Management
Arizona
$201K -$42.2K -640 -17%
MA
431
MUFG Americas
New York
$196K +$31.8K +483 +19%
WTC
432
WhitTier Trust Company
Nevada
$174K -$40.7K -616 -19%
S
433
SignatureFD
Georgia
$165K -$2.64K -40 -2%
Barclays
434
Barclays
United Kingdom
$164K +$6.54K +99 +4%
CWM
435
Cedar Wealth Management
California
$152K +$2.18K +33 +1%
AF
436
Advisornet Financial
Minnesota
$145K +$1.52K +23 +1%
APWA
437
Atlas Private Wealth Advisors
New Jersey
$139K +$139K +2,110 New
RP
438
Rowlandmiller & Partners
Georgia
$137K – – –
PA
439
Parallel Advisors
California
$136K -$68.5K -1,039 -33%
SIAP
440
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$133K -$65.7K -1,000 -33%
AIC
441
Archer Investment Corporation
Indiana
$124K – – –
CG
442
Cutler Group
California
$118K -$6.56K -100 -5%
ACA
443
Atlas Capital Advisors
Wyoming
$116K -$100K -1,521 -46%
OFG
444
Oxford Financial Group
Indiana
$113K – – –
TPWA
445
TRUE Private Wealth Advisors
Oregon
$112K +$95.5K +1,457 +578%
CFN
446
Cordasco Financial Network
Florida
$111K +$33.4K +505 +43%
RCM
447
Rain Capital Management
Oregon
$97K -$74.4K -1,125 -43%
CFG
448
Citizens Financial Group
Rhode Island
$96K -$149K -2,255 -61%
ADL
449
Asset Dedication LLC
California
$96K -$30.1K -450 -24%
CIAS
450
Capital Investment Advisory Services
North Carolina
$92K +$60.7K +918 +194%
16 17
18
19 20