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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

562 hedge funds and large institutions have $6.18B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 147 increasing their positions, 272 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-24
Holders Change %
-4.1%
% of All Funds
9.9%
Holding in Top 10
52
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-27.78%
% of All Funds
0.92%
New
41
Increased
147
Reduced
272
Closed
59
Calls
$7.63M
Puts
$593K
Net Calls
+$7.03M
Net Calls Change
-$1.17M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$454M
2
Citadel Advisors
2
Citadel Advisors
Florida
$71M
3
HI
3
Horizon Investments
North Carolina
$54.1M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$23.3M
5
Charles Schwab
5
Charles Schwab
California
$117M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$217M
2
Bank of America
2
Bank of America
North Carolina
$666M
3
MFG
3
Merit Financial Group
Georgia
$13.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$273M
5
Morgan Stanley
5
Morgan Stanley
New York
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
76
Symmetry Partners
Connecticut
$13M +$240K +3,294 +2%
PMG
77
ProVise Management Group
Florida
$13M +$116K +1,594 +0.9%
SWP
78
Summit Wealth Partners
Florida
$12.9M +$595K +8,156 +5%
FM
79
Foster & Motley
Ohio
$12.6M -$16.3M -223,917 -56%
AP
80
Agilis Partners
Massachusetts
$12.5M -$200K -2,734 -2%
Comerica Bank
81
Comerica Bank
Texas
$12.3M -$2.23M -29,618 -15%
KA
82
Klingman & Associates
New York
$12.2M +$566K +7,751 +5%
FCT
83
Family Capital Trust
Massachusetts
$11.9M +$198K +2,710 +2%
BCI
84
Brinker Capital Investments
Pennsylvania
$11.8M +$403K +5,524 +4%
AHC
85
Anderson Hoagland & Co
Missouri
$11.8M +$200K +2,738 +2%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$11.5M +$316K +4,335 +3%
TWM
87
Tolleson Wealth Management
Texas
$11.4M -$616K -8,444 -5%
KAS
88
Kestra Advisory Services
Texas
$11.3M -$14.6M -199,892 -56%
MFG
89
Magnus Financial Group
New York
$11.3M +$271K +3,712 +2%
GC
90
GFG Capital
Florida
$11.2M -$3.1M -42,409 -22%
CA
91
Cetera Advisors
Colorado
$10.8M -$44.5K -609 -0.4%
S
92
SimplyRich
California
$10.6M +$263K +3,606 +3%
FVWA
93
Foster Victor Wealth Advisors
South Carolina
$10.5M +$221K +2,972 +2%
AMG
94
Asset Management Group
Connecticut
$10.3M -$872K -11,942 -8%
CI
95
CX Institutional
Indiana
$10.3M +$438 +6 +0%
ACM
96
Armbruster Capital Management
New York
$10.2M +$322K +4,415 +3%
PFM
97
Peak Financial Management
Massachusetts
$10.1M +$1.1K +15 +0%
WFM
98
Wolff Financial Management
Michigan
$9.67M +$50.4K +690 +0.5%
SAS
99
Sanford Advisory Services
Michigan
$9.46M -$884K -12,108 -9%
GLLW
100
Graves Light Lenhart Wealth
Virginia
$9.23M +$1.44M +19,662 +18%
2 3
4
5 6