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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
1
Fidelity Investments
Massachusetts
$454M
2
Citadel Advisors
2
Citadel Advisors
Florida
$71M
3
HI
3
Horizon Investments
North Carolina
$54.1M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$23.3M
5
Charles Schwab
5
Charles Schwab
California
$117M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$217M
2
Bank of America
2
Bank of America
North Carolina
$666M
3
MFG
3
Merit Financial Group
Georgia
$13.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$273M
5
Morgan Stanley
5
Morgan Stanley
New York
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
601
TRUE Private Wealth Advisors
Oregon
– -$149K -2,040 Closed
BWM
602
Birchcreek Wealth Management
Ohio
– -$143K -1,959 Closed
OIM
603
Oder Investment Management
California
– -$144K -1,953 Closed
FCFS
604
First Command Financial Services
Texas
– -$79K -1,072 Closed
FCB
605
First Command Bank
Texas
– -$79K -1,072 Closed
VCM
606
Vigilant Capital Management
Maine
– -$73K -1,001 Closed
ST
607
Smithfield Trust
Pennsylvania
– -$73K -994 Closed
CFB
608
Cullen/Frost Bankers
Texas
– -$62K -848 Closed
CG
609
Cutler Group
California
– -$51K -700 Closed
PCA
610
Providence Capital Advisors
North Carolina
– -$34K -469 Closed
CFD
611
Creative Financial Designs
Indiana
– -$33K -450 Closed
PIA
612
Powell Investment Advisors
Florida
– -$27K -370 Closed
LGA
613
Lebenthal Global Advisors
New York
– -$22K -302 Closed
D
614
Diversified
Delaware
– -$18K -267 Closed
IA
615
IFS Advisors
Kansas
– -$11K -154 Closed
HI
616
Hudock Inc
Pennsylvania
– -$8K -117 Closed
HWA
617
HCR Wealth Advisors
California
– -$9K -116 Closed
APWM
618
Atlas Private Wealth Management
New York
– -$8K -110 Closed
CWA
619
Clearview Wealth Advisors
Oregon
– -$7K -100 Closed
PFO
620
Pathstone Family Office
New Jersey
– -$4K -50 Closed
IA
621
Inspire Advisors
Idaho
– -$3K -38 Closed
TCM
622
Tradewinds Capital Management
Washington
– -$1K -8 Closed
GA
623
GoalVest Advisory
New York
– -$1K -7 Closed
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