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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

59 hedge funds and large institutions have $459M invested in iShares MSCI EAFE Min Vol Factor ETF in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
1.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
11
Increased
30
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIT
1
BlackRock Institutional Trust
California
$108M
2
FMWA
2
Forvis Mazars Wealth Advisors
Missouri
$9.36M
3
Morgan Stanley
3
Morgan Stanley
New York
$46.8M
4
Bank of America
4
Bank of America
North Carolina
$49.3M
5
BlackRock
5
BlackRock
New York
$16.5M

Top Sellers

1
U
1
UBS
Switzerland
$13.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
NYLIM
3
New York Life Investment Management
New York
$1.39M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Rafferty Asset Management
5
Rafferty Asset Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
26
Transamerica Financial Advisors
Florida
$1.78M 29,162 +18,033 +162%
NYLIM
27
New York Life Investment Management
New York
$1.39M 22,730 -28,373 -56%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.27M 20,886 +8,112 +64%
SCG
29
Strategic Capital Group
Washington
$1.18M 19,417 +4,413 +29%
AIG
30
American International Group
New York
$1.14M 18,716 +1,740 +10%
PMG
31
ProVise Management Group
Florida
$1.08M 17,748 +1,103 +7%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$957K 15,703 -7,323 -32%
DMC
33
Drexel Morgan & Co
Pennsylvania
$926K 15,200 – –
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$920K 15,096 +1,797 +14%
AUIM
35
Aegon USA Investment Management
Iowa
$908K 14,893 +5,091 +52%
Kayne Anderson Rudnick Investment Management
36
Kayne Anderson Rudnick Investment Management
California
$904K 14,827 +4,282 +41%
CWM
37
Concert Wealth Management
California
$682K 11,247 +4,219 +60%
NA
38
Nottingham Advisors
New York
$619K 10,165 +2,925 +40%
FAAM
39
First Allied Asset Management
California
$561K 9,213 +9,213 New
FAAS
40
First Allied Advisory Services
California
$561K 9,213 +9,213 New
WCM
41
Wisconsin Capital Management
Wisconsin
$517K 8,480 -150 -2%
RACM
42
R & A Capital Management
New Hampshire
$514K 8,441 – –
Comerica Bank
43
Comerica Bank
Texas
$426K 6,995 -6,034 -46%
HFS
44
HL Financial Services
Kentucky
$235K 3,850 +3,850 New
Ameriprise
45
Ameriprise
Minnesota
$225K 3,695 +831 +29%
KFS
46
KMS Financial Services
Washington
$213K 3,502 +3,502 New
Citigroup
47
Citigroup
New York
$189K 3,103 – –
RFS
48
Rockefeller Financial Services
New York
$122K 2,000 – –
Creative Planning
49
Creative Planning
Kansas
$119K 1,960 +1,960 New
PAS
50
Partnervest Advisory Services
California
$62K 1,023 +1,023 New
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2
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