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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

345 hedge funds and large institutions have $5.33B invested in iShares MSCI EAFE Min Vol Factor ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 148 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+4
Holders Change %
+1.17%
% of All Funds
7.9%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.08%
New
29
Increased
148
Reduced
109
Closed
25
Calls
$524K
Puts
$961K
Net Calls
-$437K
Net Calls Change
-$128K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$695M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$104M
3
QI
QS Investors
New York
$109M
4
OBWP
O'Brien Wealth Partners
Massachusetts
$49.6M
5
CIC
Cutler Investment Counsel
Oregon
$12.7M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$82.8M
2
UBS Group
UBS Group
Switzerland
$184M
3
CWM
Cornerstone Wealth Management
Missouri
$19.6M
4
LFAS
Level Four Advisory Services
Texas
$11.9M
5
HA
Hamel Associates
New Jersey
$7.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
76
Kayne Anderson Rudnick Investment Management
California
$7.88M +$1.39M +19,140 +22%
S
77
SimplyRich
California
$7.87M +$82.8K +1,137 +1%
HNB
78
Huntington National Bank
Ohio
$7.73M -$6.52M – –
BEAM
79
Baker Ellis Asset Management
Washington
$7.57M -$40K -550 -0.5%
HA
80
Hamel Associates
New Jersey
$7.45M -$6.83M -93,810 -48%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$7.43M -$299K -4,112 -4%
SC
82
Savant Capital
Illinois
$7.33M +$7.33M +100,623 New
FANJ
83
Financial Architects (New Jersey)
New Jersey
$7.2M +$417K +5,722 +6%
DADC
84
D.A. Davidson & Co
Montana
$6.94M +$62.5K +859 +0.9%
AI
85
Atria Investments
North Carolina
$6.88M +$259K +3,554 +4%
PD
86
Planning Directions
Pennsylvania
$6.84M -$262K -3,593 -4%
AWMS
87
Advocacy Wealth Management Services
Georgia
$6.83M +$541K +7,429 +9%
IA
88
IFP Advisors
Florida
$6.63M +$166K +2,284 +3%
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$6.55M -$377K -5,179 -5%
VWM
90
Venturi Wealth Management
Texas
$6.53M +$2.89M +39,752 +79%
GT
91
Glenmede Trust
Pennsylvania
$6.5M +$6.5M +89,271 New
FAAS
92
First Allied Advisory Services
California
$6.44M +$274K +3,767 +4%
SCM
93
Stonehearth Capital Management
Massachusetts
$6.19M -$76.2K -1,046 -1%
ST
94
Spinnaker Trust
Maine
$6.15M +$924K +12,697 +18%
BA
95
Ballew Advisors
Mississippi
$6.11M +$302K +4,467 +5%
MI
96
Moneywise Inc
Virginia
$6.1M -$539K -7,398 -8%
AMG
97
Asset Management Group
Connecticut
$6.1M +$20.5K +281 +0.3%
MIAN
98
Mariner Independent Advisor Network
Kansas
$6.07M +$4.99M +68,562 +463%
CAL
99
Capital Advisors Ltd
Ohio
$5.88M -$22.7K -312 -0.4%
JIC
100
JRM Investment Counsel
Nebraska
$5.72M -$41.1K -565 -0.7%
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4
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