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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

258 hedge funds and large institutions have $4.22B invested in iShares MSCI EAFE Min Vol Factor ETF in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 123 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
–
Holders Change %
0%
% of All Funds
6.44%
Holding in Top 10
33
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.82%
New
28
Increased
123
Reduced
63
Closed
23
Calls
$1.58M
Puts
$1.34M
Net Calls
+$238K
Net Calls Change
+$1.79M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$777M
2
Ameriprise
2
Ameriprise
Minnesota
$409M
3
GGI
3
Godsey & Gibb Inc
Virginia
$23.8M
4
Jane Street
4
Jane Street
New York
$28.2M
5
LPL Financial
5
LPL Financial
California
$103M

Top Sellers

1
PCM
1
Price Capital Management
Louisiana
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$1.41M
4
MIH
4
Madison Investment Holdings
Wisconsin
$17.8M
5
BlackRock
5
BlackRock
New York
$366M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCFFS
51
Pacific Center for Financial Services
California
$12.2M +$60.8K +856 +0.5%
MWM
52
Mascoma Wealth Management
New Hampshire
$12.1M -$758K -10,663 -6%
AllianceBernstein
53
AllianceBernstein
Tennessee
$11.9M – – –
PMG
54
ProVise Management Group
Florida
$10.7M +$514K +7,237 +5%
SB
55
Suntrust Banks
Georgia
$9.92M +$3.68M +51,801 +59%
SPC
56
Sigma Planning Corp
Michigan
$9.46M +$662K +9,312 +8%
CAN
57
Cetera Advisor Networks
California
$9.16M -$3.41K -48 -0%
MCM
58
MV Capital Management
Maryland
$9.06M -$59.1K -832 -0.6%
GT
59
Glenmede Trust
Pennsylvania
$8.62M -$3.65M -51,397 -30%
BCI
60
Brinker Capital Investments
Pennsylvania
$8.56M – – –
CB
61
Community Bank
New York
$8.24M -$48K -676 -0.6%
IH
62
IFC Holdings
Florida
$8.23M +$2.18M +30,638 +36%
CBT
63
Central Bank & Trust
Kentucky
$8.17M +$525K +7,392 +7%
BEAM
64
Baker Ellis Asset Management
Washington
$7.81M +$291K +4,100 +4%
MWM
65
Merriman Wealth Management
Washington
$7.74M +$7.74M +108,886 New
TNBTD
66
Trustmark National Bank Trust Department
Mississippi
$7.3M -$1.18M -16,667 -14%
AI
67
Atria Investments
North Carolina
$7.2M -$108K -1,518 -1%
AP
68
Appleton Partners
Massachusetts
$7.18M +$645K +9,072 +10%
Kayne Anderson Rudnick Investment Management
69
Kayne Anderson Rudnick Investment Management
California
$7.02M +$83.7K +1,178 +1%
State Street
70
State Street
Massachusetts
$6.81M +$4.7M +66,123 +223%
SCM
71
Stonehearth Capital Management
Massachusetts
$6.79M -$105K -1,484 -2%
GWM
72
Geneos Wealth Management
Colorado
$6.51M -$177K -2,487 -3%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$6.48M +$5.21M +73,275 +411%
FCT
74
Family Capital Trust
Massachusetts
$6.44M +$67.5K +950 +1%
MI
75
Moneywise Inc
Virginia
$6.19M +$48.4K +681 +0.8%
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