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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

562 hedge funds and large institutions have $6.18B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 147 increasing their positions, 272 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-24
Holders Change %
-4.1%
% of All Funds
9.9%
Holding in Top 10
52
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-27.78%
% of All Funds
0.92%
New
41
Increased
147
Reduced
272
Closed
59
Calls
$7.63M
Puts
$593K
Net Calls
+$7.03M
Net Calls Change
-$1.17M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$454M
2
Citadel Advisors
2
Citadel Advisors
Florida
$71M
3
HI
3
Horizon Investments
North Carolina
$54.1M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$23.3M
5
Charles Schwab
5
Charles Schwab
California
$117M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$217M
2
Bank of America
2
Bank of America
North Carolina
$666M
3
MFG
3
Merit Financial Group
Georgia
$13.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$273M
5
Morgan Stanley
5
Morgan Stanley
New York
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
551
Sound Income Strategies
Florida
$5.04K – – –
Jones Financial Companies
552
Jones Financial Companies
Missouri
$5K – – –
TCWM
553
Total Clarity Wealth Management
Illinois
$4K +$4K +49 New
LF
554
Lee Financial
Texas
$3K – – –
FFC
555
First Financial Corp
Indiana
$3K – – –
KFI
556
Key Financial Inc
Pennsylvania
$3K – – –
ME
557
McIlrath & Eck
Washington
$3K +$3K +35 New
FHC
558
First Horizon Corporation
Tennessee
$2K -$7.1K -103 -78%
PGAM
559
Princeton Global Asset Management
New Jersey
$2K – – –
JHCP
560
Jackson Hole Capital Partners
Oklahoma
$2K +$2K +26 New
AA
561
AlphaMark Advisors
Kentucky
$1K – – –
WWM
562
Wagner Wealth Management
South Carolina
$1K – – –
FMII
563
Farmers & Merchants Investments Inc
Nebraska
$1K +$1K +10 New
BFG
564
Baron Financial Group
New Jersey
$730 – – –
WIM
565
Westside Investment Management
California
$67 -$43 -594 -39%
FI
566
FormulaFolio Investments
Michigan
– -$19.4M -264,434 Closed
CPWM
567
Cardinal Point Wealth Management
California
– -$9.11M -124,119 Closed
Millennium Management
568
Millennium Management
New York
– -$4.76M -64,805 Closed
OMC
569
Old Mission Capital
Illinois
– -$3.93M -53,568 Closed
SCP
570
Syntal Capital Partners
Texas
– -$2.49K -33,969 Closed
SS
571
Simplicity Solutions
Minnesota
– -$2.48M -33,719 Closed
GCM
572
Gibraltar Capital Management
Oklahoma
– -$1.89M -25,712 Closed
CWM
573
Connecticut Wealth Management
Connecticut
– -$1.49M -23,542 Closed
SAM
574
Stringer Asset Management
Tennessee
– -$1.72M -23,474 Closed
RIA
575
Regal Investment Advisors
Michigan
– -$1.64M -22,327 Closed
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