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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
+$132M
2
Charles Schwab
Charles Schwab
California
+$98.9M
3
WPW
Waldron Private Wealth
Pennsylvania
+$43.9M
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
-$126M
2
CSIA
Charles Schwab Investment Advisory
California
-$124M
3
Ameriprise
Ameriprise
Minnesota
-$103M
4
Bank of America
Bank of America
North Carolina
-$71.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
501
Centerpoint Advisors
Massachusetts
$20K – – –
SSB
502
Sandy Spring Bank
Maryland
$20K +$20K +329 New
HWA
503
HHM Wealth Advisors
Tennessee
$20K +$20K +330 New
TFA
504
Toth Financial Advisory
Virginia
$19K – – –
PCG
505
Private Capital Group
Connecticut
$19K – – –
CCM
506
Cribstone Capital Management
Maine
$17K -$244K -4,012 -93%
HI
507
Hudock Inc
Pennsylvania
$17K +$17K +287 New
OFG
508
OmniStar Financial Group
North Carolina
$16K +$16K +260 New
TPWA
509
TRUE Private Wealth Advisors
Oregon
$15K -$2.73M -45,875 -99%
TFA
510
Transamerica Financial Advisors
Florida
$15K -$388 -6 -3%
CMBA
511
C.M. Bidwell & Associates
Hawaii
$15K +$3.75K +60 +33%
CFFP
512
Center for Financial Planning
Michigan
$14K -$279K -4,484 -95%
PP
513
Pacifica Partners
Canada
$14K – – –
BWP
514
Baldwin Wealth Partners
Massachusetts
$14K – – –
POIA
515
Pin Oak Investment Advisors
Texas
$14K +$14K +221 New
AW
516
Avion Wealth
Texas
$13K +$13K +210 New
SIM
517
Sonora Investment Management
Arizona
$12K – – –
OC
518
Oakworth Capital
Alabama
$12K – – –
TC
519
Truvestments Capital
Florida
$12K +$12K +200 New
EDRH
520
Edmond de Rothschild Holding
Switzerland
$11K -$98K -1,515 -90%
FWM
521
FSA Wealth Management
Massachusetts
$11K – – –
EWM
522
EPG Wealth Management
Georgia
$11K +$636 +10 +6%
GSWM
523
Golden State Wealth Management
California
$11K +$11K +182 New
SAM
524
S.A. Mason
Michigan
$9K – – –
EW
525
Evoke Wealth
California
$8.87K +$8.87K +143 New
19 20
21
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