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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

562 hedge funds and large institutions have $6.18B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 147 increasing their positions, 272 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-24
Holders Change %
-4.1%
% of All Funds
9.9%
Holding in Top 10
52
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-27.78%
% of All Funds
0.92%
New
41
Increased
147
Reduced
272
Closed
59
Calls
$7.63M
Puts
$593K
Net Calls
+$7.03M
Net Calls Change
-$1.17M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$454M
2
Citadel Advisors
Citadel Advisors
Florida
$71M
3
HI
Horizon Investments
North Carolina
$54.1M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$23.3M
5
Charles Schwab
Charles Schwab
California
$117M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$217M
2
Bank of America
Bank of America
North Carolina
$666M
3
MFG
Merit Financial Group
Georgia
$13.8M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$273M
5
Morgan Stanley
Morgan Stanley
New York
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
426
Neuberger Berman Group
New York
$274K – – –
TWM
427
Titus Wealth Management
California
$274K – – –
CWM
428
Cordatus Wealth Management
Pennsylvania
$263K – – –
ANTB
429
AMG National Trust Bank
Colorado
$262K – – –
SW
430
SlateStone Wealth
Florida
$260K -$106K -1,453 -29%
MPCG
431
Matrix Private Capital Group
New York
$256K -$16.4K -225 -6%
ERIM
432
Eagle Ridge Investment Management
Connecticut
$256K – – –
BFA
433
Beacon Financial Advisory
Ohio
$251K -$1.69M -23,141 -87%
CFG
434
Citizens Financial Group
Rhode Island
$251K – – –
MAG
435
Mayfair Advisory Group
Alabama
$247K -$9.56K -130 -4%
VC
436
Veery Capital
Delaware
$240K -$2.92K -40 -1%
PWW
437
Pettyjohn Wood & White
Virginia
$240K – – –
B
438
Bridgeworth
Alabama
$237K -$223K -3,060 -49%
MWA
439
Meridian Wealth Advisors
Texas
$236K -$43.8K -600 -16%
SCA
440
St. Clair Advisors
Ohio
$228K -$332K -4,550 -59%
WA1
441
Wimmer Associates 1
California
$227K – – –
BMD
442
Better Money Decisions
New Mexico
$225K +$225K +3,077 New
IFWM
443
Institute for Wealth Management
Colorado
$223K -$27.2K -373 -11%
AIC
444
Ameritas Investment Company
Nebraska
$218K -$17K -233 -7%
JIC
445
Johnson Investment Counsel
Ohio
$218K -$48.7K -668 -18%
LFF
446
Level Four Financial
Texas
$218K -$48.2K -660 -18%
Bank of Nova Scotia
447
Bank of Nova Scotia
Ontario, Canada
$218K +$6.36K +87 +3%
QWM
448
QP Wealth Management
New Jersey
$213K -$4.57M -62,629 -96%
CWM
449
Cornerstone Wealth Management
Missouri
$213K -$9.78K -134 -4%
WWM
450
Western Wealth Management
Colorado
$211K -$9.04K -124 -4%
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