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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

586 hedge funds and large institutions have $7.02B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 155 increasing their positions, 233 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+68
Holders Change %
+13.13%
% of All Funds
10.4%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.28%
New
109
Increased
155
Reduced
233
Closed
34
Calls
$8.66M
Puts
$458K
Net Calls
+$8.2M
Net Calls Change
+$445K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.3M
2
FI
FormulaFolio Investments
Michigan
+$19.4M
3
HighTower Advisors
HighTower Advisors
Illinois
+$15.6M
4
AHC
Anderson Hoagland & Co
Missouri
+$11.6M
5
MFG
Merit Financial Group
Georgia
+$5.44M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$121M
2
Bank of America
Bank of America
North Carolina
-$56M
3
HI
Horizon Investments
North Carolina
-$46.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$33.2M
5
Morgan Stanley
Morgan Stanley
New York
-$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
526
Patriot Financial Group Insurance Agency
Massachusetts
$36K – – –
RIM
527
Rockbridge Investment Management
New York
$34K – – –
PCA
528
Providence Capital Advisors
North Carolina
$34K +$34K +469 New
CFD
529
Creative Financial Designs
Indiana
$33K – – –
HF
530
Halpern Financial
Virginia
$29.4K – – –
PMFA
531
Plante Moran Financial Advisors
Michigan
$29K – – –
RCM
532
Rain Capital Management
Oregon
$27K -$80K -1,096 -75%
TFGT
533
TS Financial Group (TSFG)
Illinois
$27K – – –
PIA
534
Powell Investment Advisors
Florida
$27K – – –
PCG
535
Private Capital Group
Connecticut
$23K – – –
HPC
536
HM Payson & Co
Maine
$23K +$23K +307 New
TFA
537
Toth Financial Advisory
Virginia
$22K – – –
LGA
538
Lebenthal Global Advisors
New York
$22K +$22K +302 New
D
539
Diversified
Delaware
$18K +$18K +267 New
BWP
540
Baldwin Wealth Partners
Massachusetts
$17K – – –
CIR
541
Clear Investment Research
Georgia
$16K -$3.1K -42 -16%
AW
542
Avion Wealth
Texas
$15K – – –
OC
543
Oakworth Capital
Alabama
$15K – – –
TFA
544
Transamerica Financial Advisors
Florida
$15K +$228 +3 +2%
TWM
545
Tradition Wealth Management
Minnesota
$15K +$15K +205 New
SIM
546
Sonora Investment Management
Arizona
$14K -$15.4K -208 -52%
EDRH
547
Edmond de Rothschild Holding
Switzerland
$12K – – –
NFSG
548
Newbridge Financial Services Group
Florida
$12K – – –
JWBC
549
John W. Brooker & Co
California
$11K -$60.1K -830 -85%
CFG
550
CKW Financial Group
Hawaii
$11K – – –
20 21
22
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