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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

562 hedge funds and large institutions have $8.38B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 238 increasing their positions, 126 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+112
Holders Change %
+24.89%
% of All Funds
11.1%
Holding in Top 10
89
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+34.85%
% of All Funds
1.76%
New
143
Increased
238
Reduced
126
Closed
22
Calls
$7.92M
Puts
$336K
Net Calls
+$7.59M
Net Calls Change
+$61K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$74.9M
2
Truist Financial
Truist Financial
North Carolina
+$52.3M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$42.3M
4
BlackRock
BlackRock
New York
+$40.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$39.8M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$46.6M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$24.1M
3
UBS Group
UBS Group
Switzerland
-$19.3M
4
FAIM
Financial Advocates Investment Management
Washington
-$6.12M
5
PI
PFS Investments
Georgia
-$6.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHAM
501
Clear Harbor Asset Management
Connecticut
$47.3K +$47.3K +635 New
AA
502
Argent Advisors
Louisiana
$44K +$44K +594 New
SIC
503
Salem Investment Counselors
North Carolina
$43K – – –
WEC
504
Winslow Evans & Crocker
Massachusetts
$42K +$30.1K +380 +253%
IWP
505
IAG Wealth Partners
Wisconsin
$36K +$36K +476 New
GWS
506
Glassman Wealth Services
Virginia
$35K – – –
RIA
507
Realta Investment Advisors
Delaware
$33K – – –
LAS
508
Lloyd Advisory Services
Georgia
$32K +$32K +432 New
CFB
509
Cullen/Frost Bankers
Texas
$31K +$31K +418 New
HF
510
Halpern Financial
Virginia
$29.8K +$29.8K +400 New
PIA
511
Powell Investment Advisors
Florida
$28K +$28K +370 New
SWM
512
Sugarloaf Wealth Management
Georgia
$28K +$28K +379 New
FRA
513
Front Row Advisors
California
$27K – – –
TFGT
514
TS Financial Group (TSFG)
Illinois
$27K – – –
CIR
515
Clear Investment Research
Georgia
$27K +$823 +11 +3%
Chevy Chase Trust
516
Chevy Chase Trust
Maryland
$24K +$24K +319 New
OSAM
517
O'Shaughnessy Asset Management
Connecticut
$24K +$24K +320 New
PCG
518
Private Capital Group
Connecticut
$23K -$67.2K -915 -75%
IFWM
519
Institute for Wealth Management
Colorado
$23K +$23K +302 New
DI
520
Disciplined Investments
Oklahoma
$23K +$23K +303 New
CA
521
Centerpoint Advisors
Massachusetts
$23K +$23K +315 New
TFA
522
Toth Financial Advisory
Virginia
$22K – – –
RWA
523
Ropes Wealth Advisors
Massachusetts
$20K -$2.99K -40 -13%
MWP
524
Meridian Wealth Partners
Pennsylvania
$20K +$20K +263 New
TFA
525
Transamerica Financial Advisors
Florida
$18K -$1.44K -19 -7%
19 20
21
22 23