EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

66 hedge funds and large institutions have $546M invested in iShares MSCI EAFE Min Vol Factor ETF in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
15
Increased
31
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
1
Windhaven Investment Management
Massachusetts
$58.8M
2
NA
2
Nottingham Advisors
New York
$6.96M
3
BlackRock
3
BlackRock
New York
$20.2M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$6.32M
5
U
5
UBS
Switzerland
$17M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$35.9M
2
Jane Street
2
Jane Street
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$17.6M
4
NYLIM
4
New York Life Investment Management
New York
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$4.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
26
JMG Financial Group
Illinois
$2.75M +$7.39K +120 +0.3%
AWA
27
ARS Wealth Advisors
Florida
$2.1M +$2.1M +34,156 New
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$2.09M – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.92M +$633K +10,279 +49%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$1.91M -$9.24K -150 -0.5%
BA
31
Boston Advisors
Massachusetts
$1.75M -$93.6K -1,520 -5%
PMG
32
ProVise Management Group
Florida
$1.56M +$466K +7,563 +43%
SWM
33
SVA Wealth Management
Wisconsin
$1.49M +$1.49M +24,199 New
TFA
34
Transamerica Financial Advisors
Florida
$1.48M -$321K -5,218 -18%
FAAM
35
First Allied Asset Management
California
$1.47M +$901K +14,641 +159%
CAL
36
Capital Advisors Ltd
Ohio
$1.22M +$1.22M +19,840 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.22M +$286K +4,648 +31%
AUIM
38
Aegon USA Investment Management
Iowa
$1.14M +$223K +3,612 +24%
AIG
39
American International Group
New York
$1.09M -$58K -942 -5%
Kayne Anderson Rudnick Investment Management
40
Kayne Anderson Rudnick Investment Management
California
$1.03M +$119K +1,925 +13%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$970K +$970K +15,719 New
DMC
42
Drexel Morgan & Co
Pennsylvania
$936K – – –
SCG
43
Strategic Capital Group
Washington
$719K -$478K -7,751 -40%
CWM
44
Concert Wealth Management
California
$717K +$25.9K +421 +4%
WCM
45
Wisconsin Capital Management
Wisconsin
$684K +$162K +2,625 +31%
AI
46
Atria Investments
North Carolina
$647K +$647K +10,502 New
Axa
47
Axa
France
$629K +$629K +10,210 New
Ameriprise
48
Ameriprise
Minnesota
$482K +$254K +4,123 +112%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$461K +$461K +7,482 New
KFS
50
KMS Financial Services
Washington
$410K +$194K +3,158 +90%
1
2
3