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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

66 hedge funds and large institutions have $546M invested in iShares MSCI EAFE Min Vol Factor ETF in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
15
Increased
31
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
1
Windhaven Investment Management
Massachusetts
$58.8M
2
NA
2
Nottingham Advisors
New York
$6.96M
3
BlackRock
3
BlackRock
New York
$20.2M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$6.32M
5
U
5
UBS
Switzerland
$17M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$35.9M
2
Jane Street
2
Jane Street
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$17.6M
4
NYLIM
4
New York Life Investment Management
New York
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$4.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
51
Evanson Asset Management
California
$312K +$312K +5,063 New
MFS
52
MSI Financial Services
Massachusetts
$298K +$261K +4,243 +714%
HFS
53
HL Financial Services
Kentucky
$268K +$30.8K +500 +13%
PAS
54
Partnervest Advisory Services
California
$196K +$133K +2,155 +211%
Citigroup
55
Citigroup
New York
$166K -$25.8K -418 -13%
Creative Planning
56
Creative Planning
Kansas
$121K – – –
NES
57
New England Securities
New York
$116K +$85.3K +1,390 +278%
WA
58
WFG Advisors
Texas
$88K +$54.7K +892 +165%
ASN
59
Advisory Services Network
Georgia
$50K +$50K +807 New
WRM
60
Westport Resources Management
Connecticut
$22K – – –
FBT
61
Founders Bank & Trust
Michigan
$22K +$22K +372 New
PSI
62
Pinnacle Summer Investments
Virginia
$13K +$13K +204 New
KCPG
63
Kavar Capital Partners Group
Kansas
$13K +$13K +213 New
HPBT
64
High Point Bank & Trust
North Carolina
$10K -$6.19K -99 -38%
JG
65
Jefferies Group
New York
$5K +$5K +81 New
MIM
66
Macroview Investment Management
Maryland
$3K – – –
Jane Street
67
Jane Street
New York
– -$3.66M -60,107 Closed
NYLIM
68
New York Life Investment Management
New York
– -$1.39M -22,730 Closed
FAAS
69
First Allied Advisory Services
California
– -$561K -9,213 Closed
Comerica Bank
70
Comerica Bank
Texas
– -$426K -6,995 Closed
RFS
71
Rockefeller Financial Services
New York
– -$122K -2,000 Closed
Nomura Holdings
72
Nomura Holdings
Japan
– -$18K -300 Closed
MA
73
MCF Advisors
Kentucky
– -$6K -95 Closed
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