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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

547 hedge funds and large institutions have $6.76B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 186 increasing their positions, 226 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
-15
Holders Change %
-2.67%
% of All Funds
12.08%
Holding in Top 10
85
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.49%
% of All Funds
1.88%
New
79
Increased
186
Reduced
226
Closed
89
Calls
$6.37M
Puts
$205K
Net Calls
+$6.16M
Net Calls Change
-$1.42M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$132M
2
Charles Schwab
Charles Schwab
California
+$98.9M
3
WPW
Waldron Private Wealth
Pennsylvania
+$43.9M
4
RIG
RiverFront Investment Group
Virginia
+$42.3M
5
FBFS
First Business Financial Services
Wisconsin
+$39.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$126M
2
CSIA
Charles Schwab Investment Advisory
California
-$124M
3
Ameriprise
Ameriprise
Minnesota
-$103M
4
Bank of America
Bank of America
North Carolina
-$71.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
76
Austin Private Wealth
Texas
$12.6M +$992K +15,993 +9%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$12.5M +$703K +11,324 +6%
RPSA
78
Richard P. Slaughter Associates
Texas
$12.4M +$1.88M +30,239 +18%
BCI
79
Brinker Capital Investments
Pennsylvania
$12.2M +$12.2M +197,308 New
SWP
80
Stratos Wealth Partners
Ohio
$11.9M +$1.14M +18,301 +11%
CSWG
81
Cardinal Strategic Wealth Guidance
Kentucky
$11.9M -$384K -6,180 -3%
EH
82
Equitable Holdings
New York
$11.9M -$8.67M -139,792 -42%
CWA
83
Core Wealth Advisors
Florida
$11.7M +$130K +2,099 +1%
FCA
84
FLC Capital Advisors
California
$11.4M -$734K -12,103 -6%
CIC
85
Cutler Investment Counsel
Oregon
$11.4M +$532K +8,571 +5%
LNC
86
Lincoln National Corp
Pennsylvania
$11.3M -$390K -6,292 -3%
PMG
87
ProVise Management Group
Florida
$11.2M +$410K +6,607 +4%
JPMPWA
88
J.P. Morgan Private Wealth Advisors
California
$11M -$2.11M -34,010 -16%
TWM
89
Tolleson Wealth Management
Texas
$11M +$11M +177,485 New
MCM
90
MV Capital Management
Maryland
$11M -$1.77M -28,491 -14%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$10.9M +$2.08M +33,525 +23%
FANJ
92
Financial Architects (New Jersey)
New Jersey
$10.7M +$53.7K +866 +0.5%
IWS
93
Insight Wealth Strategies
California
$10.3M +$8.87M +142,930 +640%
COF
94
Capital One Financial
Virginia
$10.3M +$10.3M +165,250 New
REMPR
95
Roof Eidam Maycock Peralta (REMP)
California
$10M -$119K -1,920 -1%
MAFM
96
Mid Atlantic Financial Management
Pennsylvania
$9.99M +$5.23M +84,247 +110%
AMG
97
Asset Management Group
Connecticut
$9.88M +$534K +8,600 +6%
BWM
98
Brickley Wealth Management
California
$9.88M +$731K +11,787 +8%
AAP
99
Arax Advisory Partners
Colorado
$9.81M +$984K +15,861 +11%
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$9.78M -$11.3M -181,646 -54%
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