EFAV icon

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 %
EWM
526
Executive Wealth Management
Michigan
– -$6.09M -98,208 Closed
ST
527
Spinnaker Trust
Maine
– -$5.46M -87,993 Closed
Citadel Advisors
528
Citadel Advisors
Florida
– -$2.88M -46,396 Closed
TWA
529
Tillar-Wenstrup Advisors
Ohio
– -$2.63M -42,363 Closed
FEG
530
Fund Evaluation Group
Ohio
– -$2.5M -40,300 Closed
HC
531
HNP Capital
New York
– -$2.24M -35,664 Closed
RICHC
532
Renaissance Investment Consultants Holding Company
Pennsylvania
– -$2.15M -34,581 Closed
MFS
533
Madrona Financial Services
Washington
– -$1.96M -31,538 Closed
Qube Research & Technologies (QRT)
534
Qube Research & Technologies (QRT)
United Kingdom
– -$1.67M -26,979 Closed
VFM
535
Vivid Financial Management
California
– -$1.5M -24,111 Closed
PP
536
PagnatoKarp Partners
Virginia
– -$1.32M -21,260 Closed
BAC
537
Boys Arnold & Co
North Carolina
– -$1.14M -18,293 Closed
PWAG
538
Polaris Wealth Advisory Group
California
– -$1.13M -18,192 Closed
Koshinski Asset Management
539
Koshinski Asset Management
Illinois
– -$763K -12,296 Closed
HIMCH
540
Hartford Investment Management Co (HIMCO)
Connecticut
– -$586K -9,451 Closed
VAS
541
Vestmark Advisory Solutions
Massachusetts
– -$486K -7,829 Closed
Verition Fund Management
542
Verition Fund Management
Connecticut
– -$460K -7,419 Closed
Bank of New York Mellon
543
Bank of New York Mellon
New York
– -$439K -7,080 Closed
BWA
544
Beam Wealth Advisors
Louisiana
– -$381K -6,135 Closed
LWP
545
Legacy Wealth Planning
Nevada
– -$376K -6,054 Closed
MOS
546
MGO One Seven
Ohio
– -$360K -5,803 Closed
CCM
547
Covington Capital Management
California
– -$341K -5,500 Closed
PWLP
548
Prio Wealth Limited Partnership
Massachusetts
– -$323K -5,200 Closed
WCF
549
West Coast Financial
California
– -$312K -5,030 Closed
NWS
550
Newport Wealth Strategies
California
– -$319K -4,952 Closed
20 21
22
23 24