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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

586 hedge funds and large institutions have $7.02B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 155 increasing their positions, 233 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+68
Holders Change %
+13.13%
% of All Funds
10.4%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.28%
New
109
Increased
155
Reduced
233
Closed
34
Calls
$8.66M
Puts
$458K
Net Calls
+$8.2M
Net Calls Change
+$445K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.3M
2
FI
FormulaFolio Investments
Michigan
+$19.4M
3
HighTower Advisors
HighTower Advisors
Illinois
+$15.6M
4
AHC
Anderson Hoagland & Co
Missouri
+$11.6M
5
MFG
Merit Financial Group
Georgia
+$5.44M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$121M
2
Bank of America
Bank of America
North Carolina
-$56M
3
HI
Horizon Investments
North Carolina
-$46.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$33.2M
5
Morgan Stanley
Morgan Stanley
New York
-$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
426
SeaCrest Wealth Management
New York
$310K -$72.1K -983 -19%
FHA
427
First Horizon Advisors
Tennessee
$310K -$26.9K -367 -8%
GLA
428
Great Lakes Advisors
Illinois
$307K -$145K -1,968 -32%
Principal Financial Group
429
Principal Financial Group
Iowa
$306K +$22.7K +309 +8%
WFA
430
Wade Financial Advisory
California
$303K -$3.5M -47,640 -92%
AWM
431
Aevitas Wealth Management
Massachusetts
$296K -$27.2K -371 -8%
FPGK
432
Financial Partners Group (Kansas)
Kansas
$295K +$2.08K +28 +0.7%
MWA
433
Meridian Wealth Advisors
Texas
$282K -$8.82K -120 -3%
TCM
434
Tufton Capital Management
Maryland
$278K – – –
TWM
435
Titus Wealth Management
California
$275K – – –
Neuberger Berman Group
436
Neuberger Berman Group
New York
$275K – – –
MPCG
437
Matrix Private Capital Group
New York
$274K – – –
BF
438
BOK Financial
Oklahoma
$271K -$157K -2,149 -37%
JIC
439
Johnson Investment Counsel
Ohio
$269K +$23.8K +324 +10%
LFF
440
Level Four Financial
Texas
$267K +$267K +3,642 New
IF
441
Intrua Financial
Texas
$266K – – –
CWM
442
Cordatus Wealth Management
Pennsylvania
$264K – – –
ANTB
443
AMG National Trust Bank
Colorado
$263K +$36.7K +500 +16%
ERIM
444
Eagle Ridge Investment Management
Connecticut
$258K -$265K -3,604 -51%
MAG
445
Mayfair Advisory Group
Alabama
$256K – – –
CFG
446
Citizens Financial Group
Rhode Island
$253K – – –
IFWM
447
Institute for Wealth Management
Colorado
$252K -$47.1K -640 -16%
LFGH
448
Lee Financial Group Hawaii
Hawaii
$250K +$6.6K +90 +3%
WAG
449
Winthrop Advisory Group
Massachusetts
$249K +$249K +3,397 New
VC
450
Veery Capital
Delaware
$245K +$245K +3,331 New
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18
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