EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

319 hedge funds and large institutions have $4.7B invested in iShares MSCI EAFE Min Vol Factor ETF in 2017 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 127 increasing their positions, 77 reducing their positions, and 18 closing their positions.

Holders
319
Holders Change
+61
Holders Change %
+23.64%
% of All Funds
7.25%
Holding in Top 10
44
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+33.33%
% of All Funds
1%
New
79
Increased
127
Reduced
77
Closed
18
Calls
$1.16M
Puts
$1.29M
Net Calls
-$128K
Net Calls Change
-$366K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$117M
2
MFG
2
Merit Financial Group
Georgia
$50.1M
3
Ameriprise
3
Ameriprise
Minnesota
$461M
4
LFA
4
Legacy Financial Advisors
Kentucky
$29.4M
5
PW
5
Price Wealth
Texas
$26.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$7.31M
2
Bank of America
2
Bank of America
North Carolina
$782M
3
PAG
3
Private Advisor Group
New Jersey
$10.7M
4
State Street
4
State Street
Massachusetts
$0
5
MWM
5
Mascoma Wealth Management
New Hampshire
$6.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
76
Kayne Anderson Rudnick Investment Management
California
$7.28M 99,816 +1,057 +1%
SXL
77
Summit X LLC
Missouri
$7.07M 97,220 +17,408 +22%
SCM
78
Stonehearth Capital Management
Massachusetts
$6.68M 91,589 -4,007 -4%
MWM
79
Mascoma Wealth Management
New Hampshire
$6.52M 87,551 -83,018 -49%
MI
80
Moneywise Inc
Virginia
$6.46M 88,568 +1,481 +2%
FCT
81
Family Capital Trust
Massachusetts
$6.42M 87,990 -2,630 -3%
AWMS
82
Advocacy Wealth Management Services
Georgia
$6.37M 87,307 +67,408 +339%
AP
83
Appleton Partners
Massachusetts
$6.3M 86,265 -14,745 -15%
JIC
84
JRM Investment Counsel
Nebraska
$6.26M 85,704 -373 -0.4%
BCSB
85
Bristol County Savings Bank
Massachusetts
$6.25M 85,685 +624 +0.7%
CAL
86
Capital Advisors Ltd
Ohio
$6.07M 83,143 +2,340 +3%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$6M 82,269 +2,484 +3%
IA
88
IFP Advisors
Florida
$5.99M 82,065 +6,120 +8%
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$5.93M 81,228 +2,203 +3%
CBT
90
Central Bank & Trust
Kentucky
$5.9M 80,827 -34,162 -30%
SWP
91
Stratos Wealth Partners
Ohio
$5.86M 80,228 -2,672 -3%
FAIM
92
Financial Advocates Investment Management
Washington
$5.84M 79,958 +79,958 New
FANJ
93
Financial Architects (New Jersey)
New Jersey
$5.73M 78,469 +27,414 +54%
AI
94
Atria Investments
North Carolina
$5.72M 78,315 -23,046 -23%
BTS
95
BB&T Securities
Virginia
$5.68M 77,816 +22,074 +40%
TNBTD
96
Trustmark National Bank Trust Department
Mississippi
$5.63M 77,187 -25,547 -25%
BA
97
Ballew Advisors
Mississippi
$5.52M 75,598 +75,598 New
HNB
98
Huntington National Bank
Ohio
– – – –
US Bancorp
99
US Bancorp
Minnesota
$4.92M 67,474 +6,609 +11%
MWM
100
Merriman Wealth Management
Washington
$4.92M 67,442 -41,444 -38%
2 3
4
5 6