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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 %
SS
576
Simplicity Solutions
Minnesota
– -$621K -8,328 Closed
VWA
577
VERITY Wealth Advisors
United States
– -$536K -7,194 Closed
BCP
578
Blue Chip Partners
Michigan
– -$465K -6,234 Closed
Lido Advisors
579
Lido Advisors
California
– -$460K -6,177 Closed
TF
580
Trek Financial
Arizona
– -$451K -6,056 Closed
WIA
581
World Investment Advisors
California
– -$436K -5,853 Closed
CCM
582
Crabel Capital Management
California
– -$422K -5,668 Closed
GPA
583
Guidance Point Advisors
Massachusetts
– -$409K -5,491 Closed
DC
584
Derby & Company
Massachusetts
– -$403K -5,409 Closed
BA
585
Bristlecone Advisors
Washington
– -$391K -5,245 Closed
FA
586
FDx Advisors
Illinois
– -$326K -4,379 Closed
PP
587
Paloma Partners
Connecticut
– -$320K -4,290 Closed
WSTAM
588
Wilbanks Smith & Thomas Asset Management
Virginia
– -$309K -4,146 Closed
LCP
589
Legacy Capital Partners
Wisconsin
– -$303K -4,068 Closed
JPG
590
Jordan Park Group
California
– -$303K -4,064 Closed
SFC
591
SYM Financial Corp
Indiana
– -$294K -3,950 Closed
EWA
592
ERTS Wealth Advisors
Michigan
– -$290K -3,890 Closed
CWM
593
Capital Wealth Management
Rhode Island
– -$277K -3,720 Closed
GLA
594
Good Life Advisors
Pennsylvania
– -$268K -3,613 Closed
EWM
595
Empirical Wealth Management
Washington
– -$258K -3,458 Closed
BCA
596
Bay Colony Advisors
Massachusetts
– -$260K -3,432 Closed
WMA
597
Wealth Management Associates
New Jersey
– -$251K -3,361 Closed
RCA
598
Resonant Capital Advisors
Wisconsin
– -$249K -3,345 Closed
TSWM
599
Triangle Securities Wealth Management
North Carolina
– -$247K -3,317 Closed
BSW
600
Buckingham Strategic Wealth
Missouri
– -$247K -3,311 Closed
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