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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

111 hedge funds and large institutions have $786M invested in iShares MSCI EAFE Min Vol Factor ETF in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+19
Holders Change %
+20.65%
% of All Funds
2.96%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.24%
New
31
Increased
53
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$51.7M
2
KWILP
2
Kiwi Wealth Investments Limited Partnership
New Zealand
$30.9M
3
LPL Financial
3
LPL Financial
California
$18.6M
4
GT
4
Glenmede Trust
Pennsylvania
$13.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.5M

Top Sellers

1
AC
1
Allstate Corporation
Illinois
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$327K
3
Jane Street
3
Jane Street
New York
$947K
4
SG Americas Securities
4
SG Americas Securities
New York
$568K
5
Goldman Sachs
5
Goldman Sachs
New York
$382K
Name Holding Trade Value Shares
Change 		Shares
Change %
WRM
101
Westport Resources Management
Connecticut
$37K +$494 +8 +1%
FHA
102
First Horizon Advisors
Tennessee
$33K – – –
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$32K +$32K +521 New
PG
104
Patten Group
Tennessee
$22K +$22K +357 New
JWA
105
JFS Wealth Advisors
Pennsylvania
$19K -$83.6K -1,386 -81%
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$16K +$16K +255 New
RIA
107
Regal Investment Advisors
Michigan
$6K +$6K +96 New
TFA
108
Transamerica Financial Advisors
Florida
$5K -$882 -12 -15%
CFG
109
CKW Financial Group
Hawaii
$5K – – –
BRWA
110
B. Riley Wealth Advisors
Florida
$276 +$276 +4,474 New
AC
111
Allstate Corporation
Illinois
– -$18.8M -300,000 Closed
CAN
112
Cetera Advisor Networks
California
– -$556K -8,889 Closed
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
– -$486K -7,755 Closed
CG
114
Colony Group
Massachusetts
– -$170K -2,709 Closed
JAM
115
JCIC Asset Management
Ontario, Canada
– -$44K -700 Closed
SCA
116
Strategic Capital Alternatives
United States
– -$11K -168 Closed
QI
117
QS Investors
New York
– -$10K -166 Closed
FANJ
118
Financial Architects (New Jersey)
New Jersey
– -$4K -65 Closed
MIM
119
Macroview Investment Management
Maryland
– -$3K -50 Closed
Geode Capital Management
120
Geode Capital Management
Massachusetts
– -$2.51M – –
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