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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 %
TCM
526
Tradewinds Capital Management
Washington
$8K – – –
SW
527
SVB Wealth
Massachusetts
$8K +$5.7K +94 +247%
APWM
528
Atlas Private Wealth Management
New York
$7K – – –
NEIRG
529
New England Investment & Retirement Group
Massachusetts
$6K +$6K +90 New
SWA
530
Stratos Wealth Advisors
Ohio
$6K +$6K +100 New
WQ
531
Wealth Quarterback
New Jersey
$5.3K -$2.18K -35 -29%
RMC
532
Resources Management Corp
Connecticut
$5K – – –
RCA
533
Rowland Carmichael Advisors
Arizona
$5K – – –
JFA
534
JNBA Financial Advisors
Minnesota
$5K – – –
Bessemer Group
535
Bessemer Group
New Jersey
$4K – – –
SIS
536
Sound Income Strategies
Florida
$4K – – –
LFG
537
Larson Financial Group
Missouri
$4K +$2.86K +50 +250%
CAN
538
Claraphi Advisory Network
United States
$4K +$4K +70 New
LF
539
Lee Financial
Texas
$3K – – –
GWMIA
540
Global Wealth Management Investment Advisory
Florida
$3K – – –
KFI
541
Key Financial Inc
Pennsylvania
$3K +$3K +46 New
HWA
542
HCR Wealth Advisors
California
$2K – – –
OSAM
543
O'Shaughnessy Asset Management
Connecticut
$1K -$28.1K -309 -97%
AA
544
AlphaMark Advisors
Kentucky
$1K -$5K -100 -83%
CTC
545
Central Trust Company
Missouri
$1K – – –
IF
546
Ironwood Financial
Arizona
$1K – – –
WIM
547
Westside Investment Management
California
$261 +$261 +4,220 New
CSIA
548
Charles Schwab Investment Advisory
California
– -$124M -1,659,750 Closed
GGI
549
Godsey & Gibb Inc
Virginia
– -$16.5M -221,106 Closed
AP
550
Agilis Partners
Massachusetts
– -$11.9M -159,338 Closed
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