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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

247 hedge funds and large institutions have $5.08B invested in iShares MSCI EAFE Min Vol Factor ETF in 2016 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 116 increasing their positions, 70 reducing their positions, and 17 closing their positions.

Holders
247
Holders Change
+16
Holders Change %
+6.93%
% of All Funds
6.6%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
1.02%
New
36
Increased
116
Reduced
70
Closed
17
Calls
$19K
Puts
$446K
Net Calls
-$427K
Net Calls Change
-$4.24M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$352M
2
Bank of America
2
Bank of America
North Carolina
$1,000M
3
QI
3
QS Investors
New York
$87.5M
4
UBS Group
4
UBS Group
Switzerland
$296M
5
SAM
5
Securian Asset Management
Minnesota
$53.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$9.21M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$0
4
SAS
4
Sage Advisory Services
Texas
$79.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$84.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$4.21M 62,230 +36,626 +143%
FHC
102
First Heartland Consultants
Missouri
$4.1M 60,636 +2,881 +5%
MIAN
103
Mariner Independent Advisor Network
Kansas
$4M 59,101 -5,484 -8%
SB
104
Suntrust Banks
Georgia
$3.78M 55,955 +13,713 +32%
HNB
105
Huntington National Bank
Ohio
– – – –
SAM
106
Sawgrass Asset Management
Florida
$3.64M 53,767 +8,887 +20%
FFA
107
Fragasso Financial Advisors
Pennsylvania
$3.45M 51,051 +18,887 +59%
SMC
108
Smith, Moore & Co
Missouri
$3.44M 50,839 +3,440 +7%
AL
109
Aspiriant LLC
California
$3.43M 50,737 -5,834 -10%
KWILP
110
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.33M 49,238 +49,238 New
TTWM
111
TCV Trust & Wealth Management
Virginia
$3.22M 47,629 +3,025 +7%
WSTAM
112
Wilbanks Smith & Thomas Asset Management
Virginia
$3.08M 45,454 – –
RA
113
RFG Advisory
Alabama
$3.06M 45,571 +1,307 +3%
TWA
114
Tillar-Wenstrup Advisors
Ohio
$2.98M 44,123 -1,898 -4%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$2.93M 43,310 +43,310 New
KFS
116
Kissinger Financial Services
Maryland
$2.88M 42,496 +42,496 New
AMG
117
Asset Management Group
Connecticut
$2.79M 41,169 +2,820 +7%
CWM
118
Concert Wealth Management
California
$2.78M 41,098 +3,475 +9%
ASN
119
Advisory Services Network
Georgia
$2.64M 39,022 +21,872 +128%
BT
120
Beacon Trust
New Jersey
$2.55M 37,717 -232 -0.6%
WP
121
WealthPLAN Partners
Nebraska
$2.5M 37,173 -2,090 -5%
WI
122
Wintrust Investments
Illinois
$2.49M 36,773 +36,773 New
BWA
123
Burt Wealth Advisors
Maryland
$2.48M 367,523 +367,523 New
WAM
124
Weatherly Asset Management
California
$2.41M 35,584 +1,621 +5%
William Blair & Company
125
William Blair & Company
Illinois
$2.38M 35,230 -73 -0.2%
3 4
5
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