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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

77 hedge funds and large institutions have $639M invested in iShares MSCI EAFE Min Vol Factor ETF in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+11
Holders Change %
+16.67%
% of All Funds
2.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
15
Increased
37
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$21M
2
QA
Quantitative Advantage
Minnesota
+$18.1M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$16.5M
4
EC
Estate Counselors
Wisconsin
+$8.79M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.75M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$14.9M
2
Bank of America
Bank of America
North Carolina
-$8.85M
3
Wells Fargo
Wells Fargo
California
-$6.65M
4
Franklin Resources
Franklin Resources
California
-$6.17M
5
SG Americas Securities
SG Americas Securities
New York
-$4.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Concert Wealth Management
California
$730K -$2.51K -40 -0.3%
WAM
52
Weatherly Asset Management
California
$706K +$706K +11,245 New
AI
53
Atria Investments
North Carolina
$700K +$40.7K +648 +6%
Axa
54
Axa
France
$688K +$47.7K +760 +7%
TNBTD
55
Trustmark National Bank Trust Department
Mississippi
$509K +$509K +8,110 New
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$503K +$33.6K +535 +7%
MFS
57
MSI Financial Services
Massachusetts
$473K +$169K +2,700 +56%
PAS
58
Partnervest Advisory Services
California
$397K +$198K +3,150 +99%
PAG
59
Private Advisor Group
New Jersey
$395K +$395K +6,299 New
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$382K +$382K +6,082 New
PSI
61
Pinnacle Summer Investments
Virginia
$346K +$333K +5,184 +2,541%
KFS
62
KMS Financial Services
Washington
$340K -$77.9K -1,241 -19%
EAM
63
Evanson Asset Management
California
$318K – – –
WA
64
WFG Advisors
Texas
$264K +$174K +2,767 +193%
HFS
65
HL Financial Services
Kentucky
$254K -$18.8K -300 -7%
Creative Planning
66
Creative Planning
Kansas
$178K +$54.8K +872 +44%
CG
67
Colony Group
Massachusetts
$175K +$175K +2,783 New
Citigroup
68
Citigroup
New York
$169K – – –
BRWA
69
B. Riley Wealth Advisors
Florida
$113K +$113K +1,800 New
MAA
70
Managed Account Advisors
New Jersey
$72K +$72K +1,140 New
NES
71
New England Securities
New York
$60K -$58.7K -935 -49%
TRCT
72
Tower Research Capital (TRC)
New York
$37K +$37K +595 New
SCG
73
Strategic Capital Group
Washington
$32K -$707K -11,161 -96%
FBT
74
Founders Bank & Trust
Michigan
$23K – – –
WRM
75
Westport Resources Management
Connecticut
$22K – – –
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