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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 %
LDFR
451
Lehman & Derafelo Financial Resources
Pennsylvania
$91K – – –
RWG
452
Regal Wealth Group
California
$91K +$989 +15 +1%
SIC
453
Salem Investment Counselors
North Carolina
$91K +$52.4K +790 +136%
AWM
454
Apollon Wealth Management
South Carolina
$89K +$89K +1,354 New
PW
455
Price Wealth
Texas
$86K -$2.21M -33,415 -96%
HIA
456
Harbor Investment Advisory
Maryland
$79K +$2.57K +39 +3%
EI
457
Ellevest Inc
New York
$78K +$44.7K +675 +134%
WT
458
Whittier Trust
California
$74K +$52K +786 +236%
VFA
459
Valeo Financial Advisors
Indiana
$68K -$38.7K -588 -36%
ST
460
Smithfield Trust
Pennsylvania
$66K – – –
JWBC
461
John W. Brooker & Co
California
$65K -$14.8K -223 -19%
BW
462
Bison Wealth
Georgia
$59K -$4.92K -75 -8%
BAMG
463
Brand Asset Management Group
Missouri
$59K – – –
BFO
464
Biltmore Family Office
North Carolina
$48K -$720K -10,975 -94%
PFBT
465
Parkside Financial Bank & Trust
Missouri
$48K -$70.4K -1,066 -59%
EP
466
Eudaimonia Partners
Tennessee
$48K -$4.25K -65 -8%
HFA
467
HC Financial Advisors
California
$48K – – –
PFGIA
468
Patriot Financial Group Insurance Agency
Massachusetts
$45K +$1.11K +17 +3%
BWM
469
BerganKDV Wealth Management
Minnesota
$43K +$43K +646 New
TI
470
Truehand Inc
New Hampshire
$40K +$40K +609 New
GWS
471
Glassman Wealth Services
Virginia
$31K – – –
CA
472
Clearstead Advisors
Ohio
$30K – – –
RIM
473
Rockbridge Investment Management
New York
$30K +$30K +460 New
NA
474
Nottingham Advisors
New York
$26.7K -$5.98K -88,731 -18%
HF
475
Halpern Financial
Virginia
$26.4K – – –
17 18
19
20 21