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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

231 hedge funds and large institutions have $4.75B invested in iShares MSCI EAFE Min Vol Factor ETF in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 134 increasing their positions, 47 reducing their positions, and 14 closing their positions.

Holders
231
Holders Change
+14
Holders Change %
+6.45%
% of All Funds
6.17%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.83%
New
31
Increased
134
Reduced
47
Closed
14
Calls
$4.65M
Puts
$837K
Net Calls
+$3.81M
Net Calls Change
+$3.32M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$895M
2
WIM
2
Windhaven Investment Management
Massachusetts
$209M
3
UBS Group
3
UBS Group
Switzerland
$269M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$91.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$297M

Top Sellers

1
FIG
1
FundX Investment Group
California
$0
2
Jane Street
2
Jane Street
New York
$6.31M
3
PL
3
Parkwood LLC
Ohio
$63.5M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$0
5
LPL Financial
5
LPL Financial
California
$93.8M
Name Market Value Shares Shares
Change 		Shares
Change %
EC
51
Estate Counselors
Wisconsin
$12.5M 188,840 -39,710 -17%
RCM
52
Rain Capital Management
Oregon
$12.4M 186,368 +14,369 +8%
BIM
53
BlackRock Investment Management
Delaware
$12.1M 182,578 +122,453 +204%
TNBTD
54
Trustmark National Bank Trust Department
Mississippi
$12.1M 181,646 +4,906 +3%
OBWP
55
O'Brien Wealth Partners
Massachusetts
$12M 180,980 +36,311 +25%
CA
56
Cetera Advisors
Colorado
$11.9M 179,575 +25,987 +17%
WB
57
Webster Bank
Connecticut
$11.5M 173,622 +45,097 +35%
SG
58
Strid Group
Pennsylvania
$10.8M 160,968 -10,747 -6%
FMWA
59
Forvis Mazars Wealth Advisors
Missouri
$10.4M 156,618 -53,280 -25%
PAG
60
Private Advisor Group
New Jersey
$10M 152,245 +51,519 +51%
CWM
61
Calamos Wealth Management
Illinois
$9.81M 147,734 +80,506 +120%
SFA
62
Stewardship Financial Advisors
Georgia
$9.62M 144,957 +28,423 +24%
HA
63
Hamel Associates
New Jersey
$9.34M 140,635 +43,302 +44%
SEI Investments
64
SEI Investments
Pennsylvania
$9.19M 138,401 +24,445 +21%
HPBT
65
High Point Bank & Trust
North Carolina
$9.15M 137,856 +65,070 +89%
CPSAC
66
Chas P. Smith & Associates (CPS)
Florida
$8.52M 128,273 +7,572 +6%
ICOA
67
Investment Centers of America
North Dakota
$8.42M 126,840 +27,010 +27%
SAM
68
Stringer Asset Management
Tennessee
$8.37M 126,080 -16,980 -12%
AllianceBernstein
69
AllianceBernstein
Tennessee
$8.15M 122,801 +2,023 +2%
SCM
70
Stonehearth Capital Management
Massachusetts
$7.72M 116,206 +1,293 +1%
FAAS
71
First Allied Advisory Services
California
$7.7M 115,758 +274 +0.2%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.35M 110,702 +100,587 +994%
AWMS
73
Advocacy Wealth Management Services
Georgia
$6.87M 103,403 +35,081 +51%
JIC
74
JRM Investment Counsel
Nebraska
$6.82M 102,659 +15,115 +17%
BEAM
75
Baker Ellis Asset Management
Washington
$6.38M 96,025 +28,640 +43%
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