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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

450 hedge funds and large institutions have $7.36B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 210 increasing their positions, 123 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
+15
Holders Change %
+3.45%
% of All Funds
9.88%
Holding in Top 10
66
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10%
% of All Funds
1.45%
New
46
Increased
210
Reduced
123
Closed
28
Calls
$7.53M
Puts
–
Net Calls
+$7.53M
Net Calls Change
+$1.42M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$178M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$72.1M
3
SIRP
Shelter Insurance Retirement Plan
Missouri
+$60.4M
4
PI
PFS Investments
Georgia
+$39M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$33.1M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$190M
2
TWM
Tanglewood Wealth Management
Texas
-$28.1M
3
Bank of America
Bank of America
North Carolina
-$24.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.9M
5
GGI
Godsey & Gibb Inc
Virginia
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
76
ProVise Management Group
Florida
$12.7M -$127K -1,736 -1%
Goldman Sachs
77
Goldman Sachs
New York
$12.5M -$1.5M -20,409 -11%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$12.5M +$12.1M +165,034 +3,193%
ACP
79
Arcus Capital Partners
Georgia
$12.4M -$310K -4,237 -2%
NS
80
NewDay Solutions
New Hampshire
$11.9M +$184K +2,490 +2%
FANJ
81
Financial Architects (New Jersey)
New Jersey
$11.9M +$151K +2,060 +1%
SWP
82
Stratos Wealth Partners
Ohio
$11.9M -$1.41M -19,297 -11%
AllianceBernstein
83
AllianceBernstein
Tennessee
$11.8M +$98.4K +1,343 +0.8%
REMPR
84
Roof Eidam Maycock Peralta (REMP)
California
$11.6M -$652K -8,895 -5%
SFA
85
Stewardship Financial Advisors
Georgia
$11.2M +$499K +6,804 +5%
GWM
86
Geneos Wealth Management
Colorado
$10.8M +$2.41M +32,877 +29%
SFS
87
Strategic Financial Services
New York
$10.8M +$10.8M +147,050 New
ONST
88
Old North State Trust
North Carolina
$10.8M +$395K +5,395 +4%
SHJ
89
Sharkey, Howes & Javer
Colorado
$10.5M -$1.85M -25,274 -15%
MFM
90
Mirsky Financial Management
New York
$10.5M +$2.42K +33 +0%
TFS
91
TrustCore Financial Services
Tennessee
$10.3M +$3.83M +52,310 +59%
AAP
92
Arax Advisory Partners
Colorado
$10.2M +$476K +6,502 +5%
FCT
93
Family Capital Trust
Massachusetts
$10.1M +$95.6K +1,304 +1%
BWA
94
BDO Wealth Advisors
Florida
$9.78M -$317K -4,330 -3%
S
95
SimplyRich
California
$9.75M +$380K +5,188 +4%
RTS
96
Round Table Services
New Jersey
$9M +$771K +10,526 +9%
SMG
97
Smart Money Group
Texas
$8.98M +$432K +5,892 +5%
KA
98
Klingman & Associates
New York
$8.97M +$1.96M +26,738 +28%
CI
99
CX Institutional
Indiana
$8.94M -$914K -12,469 -9%
CB
100
Community Bank
New York
$8.82M -$93.8K -1,280 -1%
2 3
4
5 6