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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

519 hedge funds and large institutions have $6.63B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 185 increasing their positions, 235 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-28
Holders Change %
-5.12%
% of All Funds
10.67%
Holding in Top 10
76
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.59%
% of All Funds
1.56%
New
45
Increased
185
Reduced
235
Closed
71
Calls
$6.41M
Puts
–
Net Calls
+$6.41M
Net Calls Change
+$251K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$70M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$37M
3
SEI Investments
SEI Investments
Pennsylvania
+$21.9M
4
SP
Symmetry Partners
Connecticut
+$16.6M
5
JWM
Janiczek Wealth Management
Colorado
+$16.3M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$130M
2
Bank of America
Bank of America
North Carolina
-$94.3M
3
RIG
RiverFront Investment Group
Virginia
-$42.3M
4
Ameriprise
Ameriprise
Minnesota
-$34.8M
5
UBS Group
UBS Group
Switzerland
-$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
26
SEI Investments
Pennsylvania
$47.4M +$21.9M +330,935 +86%
OBWP
27
O'Brien Wealth Partners
Massachusetts
$46.6M +$2.11M +31,720 +5%
RJA
28
Raymond James & Associates
Florida
$45.9M -$25.8M -391,263 -36%
NNP
29
Nachman Norwood & Parrott
South Carolina
$45.1M +$2.62M +39,678 +6%
MML Investors Services
30
MML Investors Services
Massachusetts
$43.1M +$4.84M +73,203 +13%
FBFS
31
First Business Financial Services
Wisconsin
$40.9M -$1.3M -19,694 -3%
MAM
32
Madison Asset Management
Wisconsin
$37.7M -$24.1M -365,175 -39%
Mariner
33
Mariner
Kansas
$37.4M +$2.9M +43,929 +8%
BCM
34
Brookstone Capital Management
Illinois
$32.7M -$12.2M -184,750 -27%
BWA
35
Burt Wealth Advisors
Maryland
$30.8M +$1.28M +19,337 +4%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$30.7M -$3.25M -49,215 -10%
LFA
37
Legacy Financial Advisors
Kentucky
$29.7M -$1.57M -23,817 -5%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$28.9M -$7.39M -111,814 -20%
FA
39
Financial Advisors
Massachusetts
$28.8M +$1.3M +19,678 +5%
UCFA
40
United Capital Financial Advisors
Texas
$28.5M -$3.34M -50,493 -10%
Truist Financial
41
Truist Financial
North Carolina
$27.7M -$7.16M -108,344 -21%
FM
42
Foster & Motley
Ohio
$26.6M +$1.04M +15,808 +4%
SWM
43
Southern Wealth Management
Texas
$26.1M +$9.82M +148,633 +60%
SIAS
44
Shine Investment Advisory Services
Colorado
$24.4M +$7.12M +107,762 +41%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$22.5M -$22.5M – –
TNBTD
46
Trustmark National Bank Trust Department
Mississippi
$22.5M -$325K -4,917 -1%
NAM
47
North American Management
Massachusetts
$22.4M -$1.27M -19,277 -5%
AAS
48
Avantax Advisory Services
Texas
$21.7M +$1.88M +28,521 +9%
PWA
49
Peterson Wealth Advisors
Utah
$21.5M +$1.91M +28,939 +10%
EC
50
Estate Counselors
Wisconsin
$21M -$915K -13,865 -4%
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