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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

231 hedge funds and large institutions have $4.75B invested in iShares MSCI EAFE Min Vol Factor ETF in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 134 increasing their positions, 47 reducing their positions, and 14 closing their positions.

Holders
231
Holders Change
+14
Holders Change %
+6.45%
% of All Funds
6.17%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.83%
New
31
Increased
134
Reduced
47
Closed
14
Calls
$4.65M
Puts
$837K
Net Calls
+$3.81M
Net Calls Change
+$3.32M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$895M
2
WIM
2
Windhaven Investment Management
Massachusetts
$209M
3
UBS Group
3
UBS Group
Switzerland
$269M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$91.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$297M

Top Sellers

1
FIG
1
FundX Investment Group
California
$0
2
Jane Street
2
Jane Street
New York
$6.31M
3
PL
3
Parkwood LLC
Ohio
$63.5M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$0
5
LPL Financial
5
LPL Financial
California
$93.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SMC
101
Smith, Moore & Co
Missouri
$3.15M 47,399 +8,618 +22%
TWA
102
Tillar-Wenstrup Advisors
Ohio
$3.06M 46,021 +346 +0.8%
WSTAM
103
Wilbanks Smith & Thomas Asset Management
Virginia
$3.02M 45,454 -41 -0.1%
SAM
104
Sawgrass Asset Management
Florida
$2.98M 44,880 – –
TTWM
105
TCV Trust & Wealth Management
Virginia
$2.96M 44,604 +40,479 +981%
BJ
106
Brouwer & Janachowski
California
$2.94M 44,272 -2,228 -5%
RA
107
RFG Advisory
Alabama
$2.94M 44,264 -1,564 -3%
SB
108
Suntrust Banks
Georgia
$2.8M 42,242 +14,832 +54%
HNB
109
Huntington National Bank
Ohio
– – – –
AMG
110
Asset Management Group
Connecticut
$2.55M 38,349 +7,223 +23%
SMH
111
Sanders Morris Harris
Texas
$2.53M 38,139 +6,256 +20%
WP
112
WealthPLAN Partners
Nebraska
$2.52M 39,263 +39,263 New
BT
113
Beacon Trust
New Jersey
$2.52M 37,949 +37,949 New
CWM
114
Concert Wealth Management
California
$2.5M 37,623 +2,936 +8%
Luther King Capital Management (LKCM)
115
Luther King Capital Management (LKCM)
Texas
$2.47M 37,268 -194 -0.5%
HighTower Advisors
116
HighTower Advisors
Illinois
$2.47M 37,398 +4,031 +12%
EFS
117
Essex Financial Services
Connecticut
$2.4M 42,630 +6,930 +19%
JFG
118
JMG Financial Group
Illinois
$2.39M 35,970 +2,621 +8%
William Blair & Company
119
William Blair & Company
Illinois
$2.34M 35,303 +30,248 +598%
WAM
120
Weatherly Asset Management
California
$2.26M 33,963 +3,854 +13%
FFA
121
Fragasso Financial Advisors
Pennsylvania
$2.14M 32,164 +1,872 +6%
DADC
122
D.A. Davidson & Co
Montana
$2.13M 32,115 +20,400 +174%
SGAM
123
Steinberg Global Asset Management
Florida
$2.12M 31,901 -950 -3%
Janus Henderson Group
124
Janus Henderson Group
United Kingdom
$2.09M 31,415 – –
LNC
125
Lincoln National Corp
Pennsylvania
$1.96M 29,479 +1,394 +5%
3 4
5
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