EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

547 hedge funds and large institutions have $6.76B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 186 increasing their positions, 226 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
-15
Holders Change %
-2.67%
% of All Funds
12.08%
Holding in Top 10
85
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.49%
% of All Funds
1.88%
New
79
Increased
186
Reduced
226
Closed
89
Calls
$6.37M
Puts
$205K
Net Calls
+$6.16M
Net Calls Change
-$1.42M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$244M
2
Charles Schwab
Charles Schwab
California
$98.9M
3
WPW
Waldron Private Wealth
Pennsylvania
$44.1M
4
RIG
RiverFront Investment Group
Virginia
$42.3M
5
FBFS
First Business Financial Services
Wisconsin
$39.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$163M
2
CSIA
Charles Schwab Investment Advisory
California
$0
3
Ameriprise
Ameriprise
Minnesota
$402M
4
Bank of America
Bank of America
North Carolina
$829M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
51
Trustmark National Bank Trust Department
Mississippi
$21.4M -$389K -6,273 -2%
SFS
52
Strategic Financial Services
New York
$21.3M +$3.1M +49,994 +17%
LS
53
Liquid Strategies
Georgia
$21.1M +$10.5M +169,213 +99%
EC
54
Estate Counselors
Wisconsin
$20.6M +$141K +2,265 +0.7%
PAG
55
Private Advisor Group
New Jersey
$19.7M +$1.14M +18,325 +6%
MMA
56
Miracle Mile Advisors
California
$19.4M -$5.2M -83,733 -21%
AAS
57
Avantax Advisory Services
Texas
$18.7M +$51.6K +831 +0.3%
PWA
58
Peterson Wealth Advisors
Utah
$18.4M -$429K -6,910 -2%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$17.6M -$45.4M -732,134 -72%
SI
60
SimpliFi Inc
California
$17.5M +$32.2K +519 +0.2%
PWP
61
Personal Wealth Partners
Minnesota
$17.2M +$522K +8,416 +3%
Stifel Financial
62
Stifel Financial
Missouri
$16.8M +$815K +13,161 +5%
VCM
63
Verde Capital Management
Michigan
$16.7M +$2.13M +34,530 +15%
SIAS
64
Shine Investment Advisory Services
Colorado
$16.2M +$9.23M +148,733 +132%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$16M +$9.98K +167 +0.1%
SPIA
66
Steward Partners Investment Advisory
New York
$15.7M +$325K +5,242 +2%
HCA
67
Heck Capital Advisors
Wisconsin
$15.7M -$4.04M -65,174 -20%
SWM
68
Southern Wealth Management
Texas
$15.3M +$11.3M +181,371 +281%
CAN
69
Cetera Advisor Networks
California
$14.1M -$3.35M -53,979 -19%
FMT
70
First Mercantile Trust
Tennessee
$13.6M +$13.6M +219,391 New
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$13.1M +$352K +5,680 +3%
Comerica Bank
72
Comerica Bank
Texas
$13M -$2.52M -39,476 -16%
AllianceBernstein
73
AllianceBernstein
Tennessee
$13M -$369K -5,947 -3%
QI
74
QS Investors
New York
$12.7M -$14.6M -234,761 -53%
ONST
75
Old North State Trust
North Carolina
$12.7M -$2.71M -43,661 -18%
1 2
3
4 5