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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 %
WEC
476
Winslow Evans & Crocker
Massachusetts
$26K -$8.89K -135 -25%
PMFA
477
Plante Moran Financial Advisors
Michigan
$26K +$26K +392 New
TFGT
478
TS Financial Group (TSFG)
Illinois
$24K – – –
PIA
479
Powell Investment Advisors
Florida
$24K – – –
PCIA
480
Prime Capital Investment Advisors
Kansas
$23K -$135 -2 -0.6%
SSB
481
Sandy Spring Bank
Maryland
$22K – – –
PCG
482
Private Capital Group
Connecticut
$21K – – –
TFA
483
Toth Financial Advisory
Virginia
$20K – – –
CIR
484
Clear Investment Research
Georgia
$17K -$7.15K -109 -30%
BWP
485
Baldwin Wealth Partners
Massachusetts
$15K – – –
PP
486
Pacifica Partners
Canada
$15K – – –
CFFP
487
Center for Financial Planning
Michigan
$15K – – –
AW
488
Avion Wealth
Texas
$14K – – –
OC
489
Oakworth Capital
Alabama
$13K – – –
TC
490
Truvestments Capital
Florida
$13K – – –
SF
491
Synovus Financial
Georgia
$12K -$272K -3,992 -96%
SIM
492
Sonora Investment Management
Arizona
$12K – – –
EDRH
493
Edmond de Rothschild Holding
Switzerland
$11K – – –
CFG
494
CKW Financial Group
Hawaii
$10K -$622K -9,264 -98%
SBL
495
Sargent Bickham Lagudis
Colorado
$10K -$50K -750 -83%
FRA
496
Front Row Advisors
California
$9K -$16K -229 -64%
TCM
497
Tradewinds Capital Management
Washington
$9K – – –
EW
498
Evoke Wealth
California
$9K – – –
FI
499
Financial Insights
Washington
$7.31K +$2.15K +45,731 +42%
GTAM
500
Global Trust Asset Management
Florida
$7K -$977K -14,796 -99%
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