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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

519 hedge funds and large institutions have $6.63B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 185 increasing their positions, 235 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-28
Holders Change %
-5.12%
% of All Funds
10.67%
Holding in Top 10
76
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.59%
% of All Funds
1.56%
New
45
Increased
185
Reduced
235
Closed
71
Calls
$6.41M
Puts
–
Net Calls
+$6.41M
Net Calls Change
+$251K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$70M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$37M
3
SEI Investments
SEI Investments
Pennsylvania
+$21.9M
4
SP
Symmetry Partners
Connecticut
+$16.6M
5
JWM
Janiczek Wealth Management
Colorado
+$16.3M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$130M
2
Bank of America
Bank of America
North Carolina
-$94.3M
3
RIG
RiverFront Investment Group
Virginia
-$42.3M
4
Ameriprise
Ameriprise
Minnesota
-$34.8M
5
UBS Group
UBS Group
Switzerland
-$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
76
Brinker Capital Investments
Pennsylvania
$12.8M -$210K -3,184 -2%
CCWA
77
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.6M +$12.6M +190,807 New
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$12.5M +$843K +12,767 +7%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$12.4M -$1.53M -23,202 -11%
MFM
80
Mirsky Financial Management
New York
$12.4M +$2.49M +37,749 +25%
CIC
81
Cutler Investment Counsel
Oregon
$12.4M +$232K +3,515 +2%
CSWG
82
Cardinal Strategic Wealth Guidance
Kentucky
$12M -$663K -10,039 -5%
LNC
83
Lincoln National Corp
Pennsylvania
$11.6M -$400K -6,053 -3%
RCAG
84
Rehmann Capital Advisory Group
Michigan
$11.6M +$4.5M +68,144 +63%
FANJ
85
Financial Architects (New Jersey)
New Jersey
$11.6M +$134K +2,033 +1%
PMG
86
ProVise Management Group
Florida
$11.5M -$476K -7,204 -4%
AI
87
Atria Investments
North Carolina
$11.4M +$5.39M +81,528 +90%
EH
88
Equitable Holdings
New York
$11.3M -$1.33M -20,165 -11%
GWM
89
Geneos Wealth Management
Colorado
$11.2M +$1.06M +15,985 +10%
SPC
90
Sigma Planning Corp
Michigan
$11.2M +$940K +14,227 +9%
QI
91
QS Investors
New York
$11.2M -$2.38M -36,067 -18%
RPSA
92
Richard P. Slaughter Associates
Texas
$11.1M -$2.01M -30,364 -15%
AP
93
Agilis Partners
Massachusetts
$11.1M +$11.1M +167,858 New
KCM
94
Kathmere Capital Management
Pennsylvania
$10.9M +$9.9M +149,911 +1,022%
REMPR
95
Roof Eidam Maycock Peralta (REMP)
California
$10.8M +$169K +2,555 +2%
AMG
96
Asset Management Group
Connecticut
$10.6M +$102K +1,540 +1%
GC
97
GFG Capital
Florida
$10M +$8.08M +122,235 +414%
KA
98
Klingman & Associates
New York
$10M +$503K +7,622 +5%
ACP
99
Arcus Capital Partners
Georgia
$9.74M -$238K -3,602 -2%
SWP
100
Summit Wealth Partners
Florida
$9.62M -$225K -3,403 -2%
2 3
4
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