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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

345 hedge funds and large institutions have $5.33B invested in iShares MSCI EAFE Min Vol Factor ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 148 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+4
Holders Change %
+1.17%
% of All Funds
7.9%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.08%
New
29
Increased
148
Reduced
109
Closed
25
Calls
$524K
Puts
$961K
Net Calls
-$437K
Net Calls Change
-$128K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$695M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$104M
3
QI
QS Investors
New York
$109M
4
OBWP
O'Brien Wealth Partners
Massachusetts
$49.6M
5
CIC
Cutler Investment Counsel
Oregon
$12.7M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$82.8M
2
UBS Group
UBS Group
Switzerland
$184M
3
CWM
Cornerstone Wealth Management
Missouri
$19.6M
4
LFAS
Level Four Advisory Services
Texas
$11.9M
5
HA
Hamel Associates
New Jersey
$7.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$35.4M +$8.6M +118,125 +32%
TF
27
Tompkins Financial
New York
$33.3M +$974K +13,371 +3%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$32.1M +$2.32M +31,823 +8%
BWA
29
Burt Wealth Advisors
Maryland
$31.9M +$602K +8,265 +2%
LFA
30
Legacy Financial Advisors
Kentucky
$31.9M +$695K +9,539 +2%
UCFA
31
United Capital Financial Advisors
Texas
$30.9M +$960K +13,185 +3%
CA
32
Cetera Advisors
Colorado
$27.9M +$2.34M +32,212 +9%
GGI
33
Godsey & Gibb Inc
Virginia
$27.3M +$1.86M +25,552 +7%
PW
34
Price Wealth
Texas
$26.3M -$202K -2,771 -0.8%
TNBTD
35
Trustmark National Bank Trust Department
Mississippi
$25.5M +$4.5M +61,772 +21%
RJA
36
Raymond James & Associates
Florida
$25M +$630K +8,649 +3%
FM
37
Foster & Motley
Ohio
$22.8M +$403K +5,537 +2%
FHA
38
First Horizon Advisors
Tennessee
$22.4M +$1.55M +21,332 +7%
CPSAC
39
Chas P. Smith & Associates (CPS)
Florida
$22.2M +$1.33M +18,236 +6%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$21.3M -$4.15K -57 -0%
PAG
41
Private Advisor Group
New Jersey
$21.1M +$12.1M +166,645 +135%
HCA
42
Heck Capital Advisors
Wisconsin
$20.6M +$1.04M +14,331 +5%
NAM
43
North American Management
Massachusetts
$20.3M -$177K -2,431 -0.9%
CWM
44
Cornerstone Wealth Management
Missouri
$19.6M -$7.45M -529,771 -28%
Stifel Financial
45
Stifel Financial
Missouri
$18.1M +$3.08M +42,321 +21%
SI
46
SimpliFi Inc
California
$18M +$9.67M +132,840 +116%
ACP
47
Arcus Capital Partners
Georgia
$17.3M -$48.1K -661 -0.3%
PWA
48
Peterson Wealth Advisors
Utah
$16.6M +$1.21M +16,551 +8%
EC
49
Estate Counselors
Wisconsin
$15.5M +$221K +3,040 +1%
MCM
50
MV Capital Management
Maryland
$15M +$867K +11,914 +6%
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