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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

562 hedge funds and large institutions have $8.38B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 238 increasing their positions, 126 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+112
Holders Change %
+24.89%
% of All Funds
11.1%
Holding in Top 10
89
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+34.85%
% of All Funds
1.76%
New
143
Increased
238
Reduced
126
Closed
22
Calls
$7.92M
Puts
$336K
Net Calls
+$7.59M
Net Calls Change
+$61K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$74.9M
2
Truist Financial
Truist Financial
North Carolina
+$52.3M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$42.3M
4
BlackRock
BlackRock
New York
+$40.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$39.8M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$46.6M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$24.1M
3
UBS Group
UBS Group
Switzerland
-$19.3M
4
FAIM
Financial Advocates Investment Management
Washington
-$6.12M
5
PI
PFS Investments
Georgia
-$6.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
51
Trustmark National Bank Trust Department
Mississippi
$26.2M +$2.13M +28,522 +9%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$25.3M -$745K -9,996 -3%
EH
53
Equitable Holdings
New York
$24.7M +$24.7M +331,417 New
EC
54
Estate Counselors
Wisconsin
$24.5M +$827K +11,100 +3%
AWMS
55
Advocacy Wealth Management Services
Georgia
$23.9M +$16.6M +222,427 +226%
HCA
56
Heck Capital Advisors
Wisconsin
$23.7M +$2.32M +31,067 +11%
MPW
57
Monterey Private Wealth
California
$23.5M +$23.5M +315,024 New
PWA
58
Peterson Wealth Advisors
Utah
$22.6M +$381K +5,115 +2%
AAS
59
Avantax Advisory Services
Texas
$22.4M +$20.8M +279,715 +1,382%
PAG
60
Private Advisor Group
New Jersey
$22.3M -$1.16M -15,607 -5%
SFS
61
Strategic Financial Services
New York
$21.8M +$10.9M +146,045 +99%
NAM
62
North American Management
Massachusetts
$21M +$343K +4,606 +2%
SI
63
SimpliFi Inc
California
$21M +$366K +4,905 +2%
CAN
64
Cetera Advisor Networks
California
$21M -$228K -3,061 -1%
SPC
65
Sigma Planning Corp
Michigan
$20.3M +$2.93M +39,365 +17%
PWP
66
Personal Wealth Partners
Minnesota
$20.1M +$2.82M +37,772 +16%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$20M +$12.8M +171,081 +177%
Stifel Financial
68
Stifel Financial
Missouri
$19.3M +$1.38M +18,451 +8%
SPIA
69
Steward Partners Investment Advisory
New York
$18.5M +$992K +13,310 +6%
ONST
70
Old North State Trust
North Carolina
$18.5M +$7.57M +101,507 +69%
Comerica Bank
71
Comerica Bank
Texas
$18.2M -$252K -3,356 -1%
VCM
72
Verde Capital Management
Michigan
$17.6M +$17.6M +236,028 New
PCFFS
73
Pacific Center for Financial Services
California
$16.5M +$386K +5,174 +2%
LFAS
74
Level Four Advisory Services
Texas
$16.5M -$138K -1,524 -0.8%
GGI
75
Godsey & Gibb Inc
Virginia
$16.5M +$11K +147 +0.1%
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