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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

345 hedge funds and large institutions have $5.33B invested in iShares MSCI EAFE Min Vol Factor ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 148 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+4
Holders Change %
+1.17%
% of All Funds
7.9%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.08%
New
29
Increased
148
Reduced
109
Closed
25
Calls
$524K
Puts
$961K
Net Calls
-$437K
Net Calls Change
-$128K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$695M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$104M
3
QI
QS Investors
New York
$109M
4
OBWP
O'Brien Wealth Partners
Massachusetts
$49.6M
5
CIC
Cutler Investment Counsel
Oregon
$12.7M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$82.8M
2
UBS Group
UBS Group
Switzerland
$184M
3
CWM
Cornerstone Wealth Management
Missouri
$19.6M
4
LFAS
Level Four Advisory Services
Texas
$11.9M
5
HA
Hamel Associates
New Jersey
$7.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$14.1M -$62.8K -863 -0.4%
PCFFS
52
Pacific Center for Financial Services
California
$14M +$110K +1,511 +0.8%
GI
53
Glovista Investments
New Jersey
$13.6M +$12.6M +173,317 +1,240%
PFM
54
Peak Financial Management
Massachusetts
$13.3M -$293K -4,021 -2%
PMG
55
ProVise Management Group
Florida
$13.1M +$411K +5,642 +3%
REMPR
56
Roof Eidam Maycock Peralta (REMP)
California
$12.9M -$953K -13,087 -7%
BTS
57
BB&T Securities
Virginia
$12.8M +$5.07M +69,607 +65%
CAN
58
Cetera Advisor Networks
California
$12.8M +$1.68M +23,031 +15%
CIC
59
Cutler Investment Counsel
Oregon
$12.7M +$12.7M +174,106 New
MWM
60
Mascoma Wealth Management
New Hampshire
$12.2M +$3.35M +45,975 +38%
MIH
61
Madison Investment Holdings
Wisconsin
$12.2M +$4.99M +68,596 +70%
SB
62
Suntrust Banks
Georgia
$12.2M +$187K +2,571 +2%
LFAS
63
Level Four Advisory Services
Texas
$11.9M -$7.32M -100,524 -38%
SMG
64
Smart Money Group
Texas
$11.2M +$314K +4,306 +3%
Comerica Bank
65
Comerica Bank
Texas
$10.8M +$424K +6,177 +4%
SPC
66
Sigma Planning Corp
Michigan
$10.7M -$3.05M -41,861 -22%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$10.6M -$301K -4,134 -3%
SFA
68
Stewardship Financial Advisors
Georgia
$10.1M +$308K +4,229 +3%
BWA
69
BDO Wealth Advisors
Florida
$9.69M +$433K +5,951 +5%
QA
70
Quantitative Advantage
Minnesota
$9.59M +$87K +1,195 +0.9%
FCT
71
Family Capital Trust
Massachusetts
$9.18M -$218K -2,993 -2%
GWM
72
Geneos Wealth Management
Colorado
$8.91M +$476K +6,531 +6%
CB
73
Community Bank
New York
$8.88M -$2.23M -30,665 -20%
SPIA
74
Steward Partners Investment Advisory
New York
$8.7M +$5.06M +69,438 +139%
CG
75
Colony Group
Massachusetts
$8.26M +$19.1K +263 +0.2%
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