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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

341 hedge funds and large institutions have $4.8B invested in iShares MSCI EAFE Min Vol Factor ETF in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 147 increasing their positions, 112 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+8
Holders Change %
+2.4%
% of All Funds
7.82%
Holding in Top 10
45
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.03%
New
35
Increased
147
Reduced
112
Closed
25
Calls
–
Puts
$309K
Net Calls
-$309K
Net Calls Change
-$948K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$151M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$109M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$50.5M
4
Ameriprise
Ameriprise
Minnesota
$479M
5
CWM
Cornerstone Wealth Management
Missouri
$27.3M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
AllianceBernstein
AllianceBernstein
Tennessee
$103M
3
Wells Fargo
Wells Fargo
California
$125M
4
PAG
Private Advisor Group
New Jersey
$8.7M
5
VF
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PD
76
Planning Directions
Pennsylvania
$6.94M +$246K +3,457 +4%
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$6.76M +$537K +7,544 +9%
DADC
78
D.A. Davidson & Co
Montana
$6.72M -$463K -6,514 -6%
FANJ
79
Financial Architects (New Jersey)
New Jersey
$6.63M +$276K +3,880 +4%
HNB
80
Huntington National Bank
Ohio
$6.52M -$5.73M – –
MI
81
Moneywise Inc
Virginia
$6.49M +$47.7K +671 +0.7%
AI
82
Atria Investments
North Carolina
$6.47M +$1.22M +17,210 +23%
Kayne Anderson Rudnick Investment Management
83
Kayne Anderson Rudnick Investment Management
California
$6.35M -$1.39M -19,555 -18%
IA
84
IFP Advisors
Florida
$6.32M +$482K +6,770 +8%
AWMS
85
Advocacy Wealth Management Services
Georgia
$6.14M -$87.7K -1,233 -1%
SCM
86
Stonehearth Capital Management
Massachusetts
$6.12M -$164K -2,304 -3%
BA
87
Ballew Advisors
Mississippi
$6.12M +$214K +3,004 +4%
FAAS
88
First Allied Advisory Services
California
$6.03M -$610K -8,584 -9%
AMG
89
Asset Management Group
Connecticut
$5.94M +$251K +3,523 +4%
CAL
90
Capital Advisors Ltd
Ohio
$5.77M -$161K -2,269 -3%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$5.68M +$804K +11,305 +16%
JIC
92
JRM Investment Counsel
Nebraska
$5.63M -$642K -9,028 -10%
6M
93
6 Meridian
Kansas
$5.57M +$49.9K +702 +0.9%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$5.3M -$1.28M -18,024 -19%
FAIM
95
Financial Advocates Investment Management
Washington
$5.16M -$161K -2,292 -3%
ST
96
Spinnaker Trust
Maine
$5.11M +$605K +8,501 +13%
LNC
97
Lincoln National Corp
Pennsylvania
$5.02M -$146K -2,052 -3%
CAL
98
Capital Analysts LLC
Pennsylvania
$4.87M +$163K +2,295 +3%
FF
99
Friedenthal Financial
New Jersey
$4.66M +$229K +3,215 +5%
BIAS
100
Beacon Investment Advisory Services
New Jersey
$4.63M +$922K +12,962 +25%
2 3
4
5 6