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

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$217M
2
Bank of America
Bank of America
North Carolina
$666M
3
MFG
Merit Financial Group
Georgia
$13.8M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$273M
5
Morgan Stanley
Morgan Stanley
New York
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONB
576
Old National Bancorp
Indiana
– -$1.27M -17,294 Closed
PWS
577
Paragon Wealth Strategies
Florida
– -$871K -11,871 Closed
M&T Bank
578
M&T Bank
New York
– -$751K -10,230 Closed
SW
579
SteelPeak Wealth
California
– -$745K -10,155 Closed
OAM
580
Oak Asset Management
California
– -$648K -8,828 Closed
APSP
581
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$612K -8,340 Closed
TA
582
TrueWealth Advisors
Alabama
– -$509K -6,873 Closed
NFG
583
Nations Financial Group
Iowa
– -$503K -6,854 Closed
SFS
584
Strategic Financial Services
New York
– -$487K -6,639 Closed
IFS
585
Ifrah Financial Services
Arkansas
– -$454K -6,178 Closed
IBOK
586
Independence Bank of Kentucky
Kentucky
– -$370K -5,046 Closed
WFA
587
Wade Financial Advisory
California
– -$303K -4,127 Closed
BF
588
BOK Financial
Oklahoma
– -$271K -3,700 Closed
IF
589
Intrua Financial
Texas
– -$266K -3,622 Closed
LFGH
590
Lee Financial Group Hawaii
Hawaii
– -$250K -3,407 Closed
WAG
591
Winthrop Advisory Group
Massachusetts
– -$249K -3,397 Closed
FNBT
592
FineMark National Bank & Trust
Florida
– -$236K -3,210 Closed
OC
593
Oppenheimer & Co
New York
– -$233K -3,180 Closed
PFWA
594
Paces Ferry Wealth Advisors
Georgia
– -$224K -3,053 Closed
FHC
595
First Heartland Consultants
Missouri
– -$222K -3,020 Closed
WCA
596
Westover Capital Advisors
Delaware
– -$214K -2,917 Closed
GCP
597
Gill Capital Partners
Colorado
– -$205K -2,794 Closed
CCFM
598
Clear Creek Financial Management
Washington
– -$203K -2,773 Closed
FTUS
599
Flow Traders U.S.
New York
– -$203K -2,766 Closed
GWS
600
Glassman Wealth Services
Virginia
– -$180K -2,452 Closed
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