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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 %
FIG
551
FundX Investment Group
California
– -$6.87M -92,189 Closed
WCA
552
Westover Capital Advisors
Delaware
– -$6.23M -83,585 Closed
MWM
553
Minot Wealth Management
Massachusetts
– -$6.16M -81,455 Closed
BAM
554
Berkshire Asset Management
Pennsylvania
– -$5.27M -70,663 Closed
BZWA
555
Blue Zone Wealth Advisors
California
– -$5.2M -69,763 Closed
AWA
556
Alaska Wealth Advisors
Alaska
– -$3.98M -53,432 Closed
IAA
557
Independent Advisor Alliance
North Carolina
– -$3.85M -51,624 Closed
SA
558
Strategic Advisors
New York
– -$3.58M -48,075 Closed
EWM
559
Edge Wealth Management
New York
– -$3.57M -47,956 Closed
MCM
560
Mattern Capital Management
Colorado
– -$3.17M -42,503 Closed
MAS
561
Madden Advisory Services
Florida
– -$3.02M -40,490 Closed
JWCA
562
J.W. Cole Advisors
Florida
– -$2.77M -37,113 Closed
NFG
563
NewFocus Financial Group
Washington
– -$2.6M -34,854 Closed
HA
564
Hamel Associates
New Jersey
– -$2.55M -34,230 Closed
SCM
565
Southport Capital Management
Tennessee
– -$2.44M -32,771 Closed
TI
566
tru Independence
Oregon
– -$1.89M -30,405 Closed
APCM
567
Alaska Permanent Capital Management
Alaska
– -$2.03M -27,210 Closed
MWP
568
MYCIO Wealth Partners
Pennsylvania
– -$1.93M -25,824 Closed
PCA
569
Peddock Capital Advisors
Massachusetts
– -$1.44M -19,345 Closed
FP
570
Fiduciary Planning
Florida
– -$947K -12,638 Closed
CCG
571
Cypress Capital Group
Florida
– -$851K -11,422 Closed
CCMG
572
Clark Capital Management Group
Pennsylvania
– -$722K -9,692 Closed
SAM
573
Silvercrest Asset Management
New York
– -$679K -9,105 Closed
GI
574
Glovista Investments
New Jersey
– -$637K -8,545 Closed
WAM
575
Wakefield Asset Management
Colorado
– -$629K -8,442 Closed
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