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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 %
PWW
451
Pettyjohn Wood & White
Virginia
$241K – – –
FNBT
452
FineMark National Bank & Trust
Florida
$236K -$65.1K -885 -22%
5L
453
55I LLC
Massachusetts
$236K +$236K +3,213 New
AIC
454
Ameritas Investment Company
Nebraska
$236K +$236K +3,220 New
OC
455
Oppenheimer & Co
New York
$233K -$31.4K -428 -12%
TAM
456
Townsend Asset Management
North Carolina
$232K – – –
WA1
457
Wimmer Associates 1
California
$228K – – –
CWM
458
Cornerstone Wealth Management
Missouri
$224K -$164K -2,239 -42%
PFWA
459
Paces Ferry Wealth Advisors
Georgia
$224K +$23.7K +323 +12%
WWM
460
Western Wealth Management
Colorado
$222K -$19.6K -266 -8%
FHC
461
First Heartland Consultants
Missouri
$222K -$8.01K -109 -3%
GG
462
Golden Green
South Carolina
$220K +$220K +3,001 New
FPW
463
Flagship Private Wealth
Massachusetts
$219K +$219K +2,971 New
ESB
464
Essex Savings Bank
Connecticut
$216K +$216K +2,937 New
Bank of Nova Scotia
465
Bank of Nova Scotia
Ontario, Canada
$214K -$4.06K -55 -2%
WCA
466
Westover Capital Advisors
Delaware
$214K +$214K +2,917 New
CWA
467
Core Wealth Advisors
Florida
$207K -$295K -4,014 -59%
GCP
468
Gill Capital Partners
Colorado
$205K +$205K +2,794 New
S
469
SignatureFD
Georgia
$204K +$20.1K +274 +11%
FTUS
470
Flow Traders U.S.
New York
$203K -$472K -6,429 -70%
CCFM
471
Clear Creek Financial Management
Washington
$203K +$203K +2,773 New
BS
472
Boenning & Scattergood
Pennsylvania
$202K +$202K +2,745 New
SFG
473
Sovereign Financial Group
Connecticut
$201K +$201K +2,733 New
CMBA
474
C.M. Bidwell & Associates
Hawaii
$189K -$661 -9 -0.3%
LWM
475
Liberty Wealth Management
California
$183K -$39K -534 -18%
17 18
19
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