EFAV icon

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 %
SBL
551
Sargent Bickham Lagudis
Colorado
$11K – – –
IA
552
IFS Advisors
Kansas
$11K +$11K +154 New
CA
553
Clearstead Advisors
Ohio
$10K -$22K -310 -69%
EW
554
Evoke Wealth
California
$10K – – –
IPW
555
IronBridge Private Wealth
Texas
$10K +$10K +140 New
FHC
556
First Horizon Corporation
Tennessee
$9K – – –
FRA
557
Front Row Advisors
California
$9K – – –
HWA
558
HCR Wealth Advisors
California
$9K +$9K +116 New
CBT
559
CoreFirst Bank & Trust
Kansas
$9K +$9K +116 New
SSB
560
Sandy Spring Bank
Maryland
$8K – – –
APWM
561
Atlas Private Wealth Management
New York
$8K – – –
GTAM
562
Global Trust Asset Management
Florida
$8K – – –
HWA
563
HHM Wealth Advisors
Tennessee
$8K – – –
HI
564
Hudock Inc
Pennsylvania
$8K +$8K +117 New
IF
565
Ironwood Financial
Arizona
$7K – – –
GAM
566
Gemmer Asset Management
California
$7K +$7K +89 New
CWA
567
Clearview Wealth Advisors
Oregon
$7K +$7K +100 New
VBCG
568
Valley Brook Capital Group
Pennsylvania
$7K +$7K +100 New
FPS
569
Fieldpoint Private Securities
Connecticut
$6K -$217K -3,039 -97%
BW
570
Bison Wealth
Georgia
$6K -$21.9K -310 -78%
FP
571
Fiduciary Planning
Florida
$6K – – –
RCA
572
Rowland Carmichael Advisors
Arizona
$6K – – –
JFA
573
JNBA Financial Advisors
Minnesota
$6K – – –
SIS
574
Sound Income Strategies
Florida
$5K – – –
Jones Financial Companies
575
Jones Financial Companies
Missouri
$5K +$5K +64 New
21 22
23
24 25