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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

111 hedge funds and large institutions have $786M invested in iShares MSCI EAFE Min Vol Factor ETF in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+19
Holders Change %
+20.65%
% of All Funds
2.96%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.24%
New
31
Increased
53
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$51.7M
2
KWILP
2
Kiwi Wealth Investments Limited Partnership
New Zealand
$30.9M
3
LPL Financial
3
LPL Financial
California
$18.6M
4
GT
4
Glenmede Trust
Pennsylvania
$13.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.5M

Top Sellers

1
AC
1
Allstate Corporation
Illinois
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$327K
3
Jane Street
3
Jane Street
New York
$947K
4
SG Americas Securities
4
SG Americas Securities
New York
$568K
5
Goldman Sachs
5
Goldman Sachs
New York
$382K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
76
Partnervest Advisory Services
California
$501K +$30.3K +492 +6%
TD Asset Management
77
TD Asset Management
Ontario, Canada
$453K +$224K +3,825 +98%
CWM
78
Concert Wealth Management
California
$450K -$21.7K -350 -5%
Goldman Sachs
79
Goldman Sachs
New York
$382K -$4.64M -75,218 -92%
M&T Bank
80
M&T Bank
New York
$356K -$42.9K -695 -11%
Creative Planning
81
Creative Planning
Kansas
$350K -$74K -1,200 -17%
AEPG
82
American Economic Planning Group
New Jersey
$342K +$16K +259 +5%
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$327K -$11.7M -189,823 -97%
EAM
84
Evanson Asset Management
California
$323K +$4.2K +68 +1%
AIA
85
AIMZ Investment Advisors
California
$315K +$315K +5,100 New
ICAS
86
Investors Capital Advisory Services
Massachusetts
$297K – – –
V
87
Veritable
Delaware
$274K +$66.1K +1,072 +32%
SPC
88
Sigma Planning Corp
Michigan
$274K +$274K +4,434 New
HFS
89
HL Financial Services
Kentucky
$255K +$17.3K +280 +7%
GI
90
Glovista Investments
New Jersey
$253K +$253K +4,100 New
AW
91
ACG Wealth
Georgia
$245K +$245K +3,966 New
HF
92
Hoxton Financial
West Virginia
$239K +$239K +3,880 New
DAS
93
Dynamic Advisor Solutions
Arizona
$229K +$229K +3,716 New
AWS
94
Aris Wealth Services
Pennsylvania
$215K +$215K +3,478 New
WA
95
WFG Advisors
Texas
$167K -$177K -2,877 -51%
ASN
96
Advisory Services Network
Georgia
$106K +$106K +1,667 New
NPC
97
National Planning Corporation
California
$100K +$100K +1,646 New
NES
98
New England Securities
New York
$54K -$36.3K -590 -40%
NFG
99
Next Financial Group
Texas
$49K -$416K -6,709 -89%
NC
100
NewSquare Capital
Pennsylvania
$38K -$10.8K -176 -22%
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4
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