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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

137 hedge funds and large institutions have $1.51B invested in iShares MSCI EAFE Min Vol Factor ETF in 2015 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 73 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
137
Holders Change
+6
Holders Change %
+4.58%
% of All Funds
3.69%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
18
Increased
73
Reduced
32
Closed
11
Calls
$249K
Puts
–
Net Calls
+$249K
Net Calls Change
+$638K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$160M
2
BlackRock
2
BlackRock
New York
$100M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$35.9M
4
UBS Group
4
UBS Group
Switzerland
$84M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$21.3M

Top Sellers

1
QA
1
Quantitative Advantage
Minnesota
$0
2
LPL Financial
2
LPL Financial
California
$16.4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$747K
4
FAAM
4
First Allied Asset Management
California
$0
5
Jane Street
5
Jane Street
New York
$4.22M
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
76
Weatherly Asset Management
California
$1.75M 26,786 +3,815 +17%
DMC
77
Drexel Morgan & Co
Pennsylvania
$1.74M 26,685 +6,700 +34%
AI
78
Atria Investments
North Carolina
$1.66M 25,354 +142 +0.6%
SCM
79
Stonehearth Capital Management
Massachusetts
$1.62M 24,866 -523 -2%
HH
80
Hilltop Holdings
Texas
$1.62M 24,857 +24,857 New
BWA
81
Burt Wealth Advisors
Maryland
$1.6M 244,369 +2,301 +1%
BA
82
Boston Advisors
Massachusetts
$1.59M 24,273 -1,027 -4%
PSI
83
Pinnacle Summer Investments
Virginia
$1.49M 22,898 +4,606 +25%
OC
84
Oppenheimer & Co
New York
$1.45M 22,158 +22,158 New
ICOA
85
Investment Centers of America
North Dakota
$1.42M 21,693 +12,189 +128%
BEAM
86
Baker Ellis Asset Management
Washington
$1.38M 21,160 +1,600 +8%
SGAM
87
Steinberg Global Asset Management
Florida
$1.31M 20,047 +13,908 +227%
Goldman Sachs
88
Goldman Sachs
New York
$1.3M 19,830 +111 +0.6%
VC
89
Vicus Capital
Pennsylvania
$1.24M 18,975 +316 +2%
Luther King Capital Management (LKCM)
90
Luther King Capital Management (LKCM)
Texas
$1.14M 17,515 +1,609 +10%
WTC
91
WhitTier Trust Company
Nevada
$1.13M 17,357 +6,975 +67%
GI
92
Glovista Investments
New Jersey
$1.1M 16,800 +10,600 +171%
CWA
93
Cypress Wealth Advisors
California
$1.01M 15,443 +15,443 New
AMG
94
Asset Management Group
Connecticut
$862K 13,204 +7,402 +128%
RJFSA
95
Raymond James Financial Services Advisors
Florida
$747K 11,439 -130,870 -92%
HNB
96
Huntington National Bank
Ohio
– – -1,510 Closed
Axa
97
Axa
France
$721K 11,040 -4,660 -30%
LNC
98
Lincoln National Corp
Pennsylvania
$650K 9,622 +196 +2%
AL
99
Aspiriant LLC
California
$594K 9,094 +9,094 New
BTS
100
BB&T Securities
Virginia
$561K 8,593 -4,754 -36%
2 3
4
5 6