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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 %
RCM
451
Rain Capital Management
Oregon
$177K +$1.64K +24 +0.9%
S
452
SignatureFD
Georgia
$158K -$54K -869 -25%
MA
453
MUFG Americas
New York
$155K – – –
Barclays
454
Barclays
United Kingdom
$148K +$16.5K +265 +13%
CWM
455
Cedar Wealth Management
California
$141K +$141K +2,271 New
AF
456
Advisornet Financial
Minnesota
$135K -$68.7K -1,106 -34%
AIC
457
Ameritas Investment Company
Nebraska
$130K +$3.49K +57 +3%
RP
458
Rowlandmiller & Partners
Georgia
$129K +$129K +2,078 New
Rockefeller Capital Management
459
Rockefeller Capital Management
New York
$125K +$55.9K +905 +81%
ADL
460
Asset Dedication LLC
California
$117K -$285K -4,588 -71%
AIC
461
Archer Investment Corporation
Indiana
$117K – – –
CG
462
Cutler Group
California
$117K +$117K +1,900 New
PFBT
463
Parkside Financial Bank & Trust
Missouri
$111K -$17.7K -286 -14%
OFG
464
Oxford Financial Group
Indiana
$106K +$106K +1,715 New
VFA
465
Valeo Financial Advisors
Indiana
$102K – – –
IFA
466
Interactive Financial Advisors
Illinois
$92K -$203K -3,272 -69%
TRCT
467
Tower Research Capital (TRC)
New York
$88K +$88K +1,416 New
DWM
468
Darwin Wealth Management
Florida
$87K +$87K +1,412 New
RWG
469
Regal Wealth Group
California
$85K -$3.36K -54 -4%
LDFR
470
Lehman & Derafelo Financial Resources
Pennsylvania
$85K – – –
JWBC
471
John W. Brooker & Co
California
$75K -$120K -1,924 -61%
CFN
472
Cordasco Financial Network
Florida
$73K -$31.4K -505 -30%
HIA
473
Harbor Investment Advisory
Maryland
$72K -$49.2K -794 -41%
WP
474
WealthShield Partners
North Carolina
$64K -$36.3K -583 -36%
ST
475
Smithfield Trust
Pennsylvania
$62K +$62K +994 New
17 18
19
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