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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 %
PFO
576
Pathstone Family Office
New Jersey
$4K – – –
FFC
577
First Financial Corp
Indiana
$3K – – –
LF
578
Lee Financial
Texas
$3K – – –
IA
579
Inspire Advisors
Idaho
$3K +$3K +38 New
KFI
580
Key Financial Inc
Pennsylvania
$3K +$3K +46 New
SCP
581
Syntal Capital Partners
Texas
$2.49K +$69 +934 +3%
PGAM
582
Princeton Global Asset Management
New Jersey
$2K – – –
TCM
583
Tradewinds Capital Management
Washington
$1K -$15.5K -124 -94%
AA
584
AlphaMark Advisors
Kentucky
$1K – – –
GA
585
GoalVest Advisory
New York
$1K +$1K +7 New
WWM
586
Wagner Wealth Management
South Carolina
$1K +$1K +10 New
BFG
587
Baron Financial Group
New Jersey
$734 – – –
WIM
588
Westside Investment Management
California
$111 -$15 -200 -12%
Victory Capital Management
589
Victory Capital Management
Texas
– -$121M -1,782,193 Closed
HI
590
Horizon Investments
North Carolina
– -$46.3M -679,849 Closed
WI
591
Wintrust Investments
Illinois
– -$5.21M -76,537 Closed
SCM
592
Stonehearth Capital Management
Massachusetts
– -$3.64M -53,374 Closed
WAS
593
Wealth Advisory Solutions
Indiana
– -$3.11M -45,620 Closed
MWC
594
MKD Wealth Coaches
Michigan
– -$2.62M -38,447 Closed
PWAG
595
Polaris Wealth Advisory Group
California
– -$1.91M -27,649 Closed
PS
596
Portfolio Solutions
Michigan
– -$1.31M -19,199 Closed
SCA
597
Snowden Capital Advisors
New York
– -$721K -10,579 Closed
CAM
598
Cresset Asset Management
Illinois
– -$678K -9,957 Closed
TCM
599
Tuttle Capital Management
Connecticut
– -$611K -8,972 Closed
JCM
600
Jacobi Capital Management
Pennsylvania
– -$601K -8,816 Closed
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