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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 %
TWM
601
Tanglewood Wealth Management
Texas
– -$663K -7,216 Closed
TC
602
Trust Company
Kansas
– -$436K -6,398 Closed
RTS
603
Round Table Services
New Jersey
– -$419K -6,143 Closed
WWM
604
WT Wealth Management
Arizona
– -$411K -6,038 Closed
CB
605
Commerce Bank
Missouri
– -$407K -5,975 Closed
TI
606
Trexquant Investment
Connecticut
– -$376K -5,519 Closed
FNT
607
First National Trust
Pennsylvania
– -$367K -5,392 Closed
PFA
608
Pettinga Financial Advisors
Indiana
– -$284K -4,176 Closed
CSIC
609
Clifford Swan Investment Counsel
California
– -$253K -3,714 Closed
MWM
610
MBE Wealth Management
Wisconsin
– -$223K -3,390 Closed
TGAM
611
TBH Global Asset Management
Tennessee
– -$226K -3,318 Closed
RA
612
RFG Advisory
Alabama
– -$217K -3,178 Closed
FAM
613
Formidable Asset Management
Ohio
– -$209K -3,066 Closed
FCFC
614
First Citizens Financial Corp
Iowa
– -$205K -3,002 Closed
VWM
615
Vigilare Wealth Management
Arizona
– -$202K -2,967 Closed
V
616
Veritable
Delaware
– -$201K -2,950 Closed
RP
617
Rowlandmiller & Partners
Georgia
– -$129K -2,078 Closed
CPW
618
Catalyst Private Wealth
California
– -$49K -719 Closed
MWP
619
Meridian Wealth Partners
Pennsylvania
– -$37K -541 Closed
BFO
620
Biltmore Family Office
North Carolina
– -$14K -200 Closed
CHAM
621
Clear Harbor Asset Management
Connecticut
– -$9.88K -145 Closed
MFAM
622
M Financial Asset Management
Oregon
– -$4K -56 Closed
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