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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 %
HWA
501
HHM Wealth Advisors
Tennessee
$7K -$14.6K -223 -68%
APWM
502
Atlas Private Wealth Management
New York
$7K – – –
RCA
503
Rowland Carmichael Advisors
Arizona
$6K – – –
RMC
504
Resources Management Corp
Connecticut
$6K +$69 +1 +1%
JFA
505
JNBA Financial Advisors
Minnesota
$5K – – –
SIS
506
Sound Income Strategies
Florida
$5K – – –
LFG
507
Larson Financial Group
Missouri
$5K – – –
LF
508
Lee Financial
Texas
$3K – – –
GWMIA
509
Global Wealth Management Investment Advisory
Florida
$3K – – –
FFC
510
First Financial Corp
Indiana
$3K +$3K +42 New
MA
511
MCF Advisors
Kentucky
$3K +$3K +45 New
PFO
512
Pathstone Family Office
New Jersey
$3K +$3K +50 New
GI
513
Gradient Investments
Minnesota
$2K +$2K +24 New
AA
514
AlphaMark Advisors
Kentucky
$1K – – –
IF
515
Ironwood Financial
Arizona
$1K – – –
AF
516
Allworth Financial
California
$1K – – –
MFAM
517
M Financial Asset Management
Oregon
$1K +$1K +16 New
PGAM
518
Princeton Global Asset Management
New Jersey
$1K +$1K +26 New
TI
519
tru Independence
Oregon
$462 +$462 +7,000 New
WIM
520
Westside Investment Management
California
$270 -$8 -119 -3%
RIG
521
RiverFront Investment Group
Virginia
– -$42.3M -773,355 Closed
AWMS
522
Advocacy Wealth Management Services
Georgia
– -$30.8M -515,227 Closed
MCM
523
MV Capital Management
Maryland
– -$11M -177,173 Closed
Jane Street
524
Jane Street
New York
– -$8.59M -138,398 Closed
RCS
525
Retirement Capital Strategies
California
– -$7.68M -123,806 Closed
19 20
21
22 23