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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 %
RIA
601
Regal Investment Advisors
Michigan
– -$239K -3,201 Closed
CCM
602
Colorado Capital Management
Colorado
– -$230K -3,089 Closed
TWA
603
TCI Wealth Advisors
Arizona
– -$224K -3,000 Closed
Bank of Nova Scotia
604
Bank of Nova Scotia
Ontario, Canada
– -$220K -2,956 Closed
RA
605
Riversedge Advisors
Delaware
– -$215K -2,882 Closed
WI
606
WrapManager Inc
California
– -$211K -2,836 Closed
V
607
Veritable
Delaware
– -$209K -2,810 Closed
BBHC
608
Brown Brothers Harriman & Co
New York
– -$209K -2,809 Closed
DSA
609
Droms Strauss Advisors
Missouri
– -$202K -2,716 Closed
BS
610
Boenning & Scattergood
Pennsylvania
– -$202K -2,710 Closed
CWA
611
Capital Wealth Alliance
Arizona
– -$198K -2,650 Closed
PA
612
PSI Advisors
Florida
– -$151K -2,037 Closed
MIM
613
Macroview Investment Management
Maryland
– -$96K -1,284 Closed
TL
614
TrueWealth LLC
Georgia
– -$64K -863 Closed
FCA
615
FinTrust Capital Advisors
South Carolina
– -$59K -793 Closed
CHAM
616
Clear Harbor Asset Management
Connecticut
– -$47.3K -635 Closed
AA
617
Argent Advisors
Louisiana
– -$44K -594 Closed
RIA
618
Realta Investment Advisors
Delaware
– -$33K -434 Closed
LAS
619
Lloyd Advisory Services
Georgia
– -$32K -432 Closed
SWM
620
Sugarloaf Wealth Management
Georgia
– -$28K -379 Closed
Chevy Chase Trust
621
Chevy Chase Trust
Maryland
– -$24K -319 Closed
DI
622
Disciplined Investments
Oklahoma
– -$23K -303 Closed
IFWM
623
Institute for Wealth Management
Colorado
– -$23K -302 Closed
RWA
624
Ropes Wealth Advisors
Massachusetts
– -$20K -268 Closed
MWP
625
Meridian Wealth Partners
Pennsylvania
– -$20K -263 Closed
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