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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

435 hedge funds and large institutions have $6.85B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 198 increasing their positions, 132 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+7
Holders Change %
+1.64%
% of All Funds
9.46%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
1.31%
New
45
Increased
198
Reduced
132
Closed
32
Calls
$6.59M
Puts
$479K
Net Calls
+$6.11M
Net Calls Change
-$1.17M

Top Buyers

1
TWM
Tanglewood Wealth Management
Texas
+$29.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$25.8M
3
HSA
HBK Sorce Advisory
Pennsylvania
+$25.6M
4
BlackRock
BlackRock
New York
+$20.4M
5
MIH
Madison Investment Holdings
Wisconsin
+$15M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
2
TF
Tompkins Financial
New York
-$40.3M
3
QI
QS Investors
New York
-$31.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$29.2M
5
Bank of America
Bank of America
North Carolina
-$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
51
Trustmark National Bank Trust Department
Mississippi
$19M -$148K -2,037 -0.8%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$18.9M -$12.8M – –
QI
53
QS Investors
New York
$18.8M -$31.7M -436,548 -63%
Comerica Bank
54
Comerica Bank
Texas
$18.8M -$655K -8,994 -3%
SB
55
Suntrust Banks
Georgia
$17.8M +$1.19M +16,331 +7%
Stifel Financial
56
Stifel Financial
Missouri
$17.2M -$677K -9,311 -4%
EC
57
Estate Counselors
Wisconsin
$16.5M +$1.81M +24,970 +12%
SPIA
58
Steward Partners Investment Advisory
New York
$15.8M +$2.21M +30,481 +16%
MCM
59
MV Capital Management
Maryland
$15.6M -$322K -4,428 -2%
PCFFS
60
Pacific Center for Financial Services
California
$15.1M +$841K +11,584 +6%
PFA
61
Pettinga Financial Advisors
Indiana
$15M +$1.32M +18,158 +10%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$14.2M +$8.73M +120,155 +161%
FCA
63
FLC Capital Advisors
California
$14.1M +$966K +13,259 +7%
LNC
64
Lincoln National Corp
Pennsylvania
$13.9M -$35.1K -483 -0.3%
Goldman Sachs
65
Goldman Sachs
New York
$13.9M -$1.21M -16,682 -8%
LFAS
66
Level Four Advisory Services
Texas
$13.7M -$2.9K -40 -0%
CG
67
Colony Group
Massachusetts
$13.7M +$4.47M +61,522 +49%
SWP
68
Stratos Wealth Partners
Ohio
$13.2M +$3.78M +52,009 +40%
PFM
69
Peak Financial Management
Massachusetts
$12.9M -$73.5K -1,012 -0.6%
PMG
70
ProVise Management Group
Florida
$12.8M -$144K -1,982 -1%
CIC
71
Cutler Investment Counsel
Oregon
$12.7M -$156K -2,147 -1%
ACP
72
Arcus Capital Partners
Georgia
$12.6M -$529K -7,280 -4%
SHJ
73
Sharkey, Howes & Javer
Colorado
$12.3M +$2.98M +41,025 +32%
REMPR
74
Roof Eidam Maycock Peralta (REMP)
California
$12.2M -$2.32M -31,895 -16%
FANJ
75
Financial Architects (New Jersey)
New Jersey
$11.6M +$873K +12,018 +8%
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