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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

77 hedge funds and large institutions have $639M invested in iShares MSCI EAFE Min Vol Factor ETF in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+11
Holders Change %
+16.67%
% of All Funds
2.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
15
Increased
37
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$21M
2
QA
Quantitative Advantage
Minnesota
+$18.1M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$16.5M
4
EC
Estate Counselors
Wisconsin
+$8.79M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.75M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$14.9M
2
Bank of America
Bank of America
North Carolina
-$8.85M
3
Wells Fargo
Wells Fargo
California
-$6.65M
4
Franklin Resources
Franklin Resources
California
-$6.17M
5
SG Americas Securities
SG Americas Securities
New York
-$4.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$3.95M -$89.3K -1,422 -2%
BCI
27
Brinker Capital Investments
Pennsylvania
$3.89M – – –
RJA
28
Raymond James & Associates
Florida
$3.8M +$298K +4,752 +9%
CFS
29
Community Financial System
New York
$3.05M +$9.41K +150 +0.3%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$3.02M +$1.08M +17,133 +55%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$2.51M +$2.51M +40,054 New
JFG
32
JMG Financial Group
Illinois
$2.5M -$310K -4,940 -11%
AWA
33
ARS Wealth Advisors
Florida
$2.4M +$255K +4,065 +12%
HPBT
34
High Point Bank & Trust
North Carolina
$2.35M +$2.34M +37,307 +23,317%
BTS
35
BB&T Securities
Virginia
$2.28M +$2.28M +3,625 New
Ameriprise
36
Ameriprise
Minnesota
$2.14M +$1.65M +26,215 +335%
PMG
37
ProVise Management Group
Florida
$1.88M +$289K +4,600 +18%
TFA
38
Transamerica Financial Advisors
Florida
$1.81M +$311K +4,945 +21%
FAAS
39
First Allied Advisory Services
California
$1.76M +$1.76M +27,967 New
AUIM
40
Aegon USA Investment Management
Iowa
$1.7M +$534K +8,509 +46%
BA
41
Boston Advisors
Massachusetts
$1.69M -$95.3K -1,519 -5%
SWM
42
SVA Wealth Management
Wisconsin
$1.63M +$110K +1,754 +7%
CAL
43
Capital Advisors Ltd
Ohio
$1.6M +$350K +5,570 +28%
Janus Henderson Group
44
Janus Henderson Group
United Kingdom
$1.59M -$537K -8,565 -25%
GGI
45
Godsey & Gibb Inc
Virginia
$1.44M +$1.44M +22,975 New
Kayne Anderson Rudnick Investment Management
46
Kayne Anderson Rudnick Investment Management
California
$1.42M +$366K +5,836 +35%
DMC
47
Drexel Morgan & Co
Pennsylvania
$1.25M +$300K +4,785 +31%
AIG
48
American International Group
New York
$1.25M +$135K +2,146 +12%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$848K -$138K -2,201 -14%
WCM
50
Wisconsin Capital Management
Wisconsin
$741K +$43.9K +700 +6%
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