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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

547 hedge funds and large institutions have $6.76B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 186 increasing their positions, 226 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
-15
Holders Change %
-2.67%
% of All Funds
12.08%
Holding in Top 10
85
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.49%
% of All Funds
1.88%
New
79
Increased
186
Reduced
226
Closed
89
Calls
$6.37M
Puts
$205K
Net Calls
+$6.16M
Net Calls Change
-$1.42M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$244M
2
Charles Schwab
Charles Schwab
California
$98.9M
3
WPW
Waldron Private Wealth
Pennsylvania
$44.1M
4
RIG
RiverFront Investment Group
Virginia
$42.3M
5
FBFS
First Business Financial Services
Wisconsin
$39.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$163M
2
CSIA
Charles Schwab Investment Advisory
California
$0
3
Ameriprise
Ameriprise
Minnesota
$402M
4
Bank of America
Bank of America
North Carolina
$829M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
26
Waldron Private Wealth
Pennsylvania
$44.1M +$43.9M +707,071 +15,925%
RIG
27
RiverFront Investment Group
Virginia
$42.3M +$42.3M +773,355 New
BCM
28
Brookstone Capital Management
Illinois
$42.2M -$2M -32,282 -5%
OBWP
29
O'Brien Wealth Partners
Massachusetts
$40.7M +$1.69M +27,864 +4%
NNP
30
Nachman Norwood & Parrott
South Carolina
$39.9M +$3.89M +62,699 +11%
FBFS
31
First Business Financial Services
Wisconsin
$39.6M +$39.6M +638,167 New
MML Investors Services
32
MML Investors Services
Massachusetts
$35.9M -$303K -4,881 -0.8%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$34.1M +$6.14M +99,026 +22%
Truist Financial
34
Truist Financial
North Carolina
$32.7M -$10.8M -174,565 -25%
Mariner
35
Mariner
Kansas
$32.4M -$8.06M -129,884 -20%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$31.9M -$3.74M -60,212 -10%
AWMS
37
Advocacy Wealth Management Services
Georgia
$30.8M +$11.6M +194,442 +61%
LFA
38
Legacy Financial Advisors
Kentucky
$30.5M -$6.63M -102,867 -18%
TWM
39
Tanglewood Wealth Management
Texas
$30.3M +$27.3M +339,396 +886%
NA
40
Nottingham Advisors
New York
$30.2M -$8.21M -131,673 -21%
UCFA
41
United Capital Financial Advisors
Texas
$29.9M -$1.6M -25,717 -5%
CA
42
Cetera Advisors
Colorado
$29.6M -$11.5M -184,669 -28%
BWA
43
Burt Wealth Advisors
Maryland
$27.7M -$467K -7,532 -2%
HWA
44
Hilltop Wealth Advisors
North Carolina
$26.5M +$3.57M +57,613 +16%
FA
45
Financial Advisors
Massachusetts
$25.9M -$76.5K -1,233 -0.3%
SEI Investments
46
SEI Investments
Pennsylvania
$24M -$24.6M -396,671 -51%
FM
47
Foster & Motley
Ohio
$24M -$313K -5,041 -1%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$22.5M -$35.5M – –
NAM
49
North American Management
Massachusetts
$22.2M +$4.74M +76,399 +27%
MPW
50
Monterey Private Wealth
California
$21.6M +$2.06M +33,280 +11%
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