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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

345 hedge funds and large institutions have $5.33B invested in iShares MSCI EAFE Min Vol Factor ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 148 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+4
Holders Change %
+1.17%
% of All Funds
7.9%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.08%
New
29
Increased
148
Reduced
109
Closed
25
Calls
$524K
Puts
$961K
Net Calls
-$437K
Net Calls Change
-$128K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$695M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$104M
3
QI
QS Investors
New York
$109M
4
OBWP
O'Brien Wealth Partners
Massachusetts
$49.6M
5
CIC
Cutler Investment Counsel
Oregon
$12.7M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$82.8M
2
UBS Group
UBS Group
Switzerland
$184M
3
CWM
Cornerstone Wealth Management
Missouri
$19.6M
4
LFAS
Level Four Advisory Services
Texas
$11.9M
5
HA
Hamel Associates
New Jersey
$7.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
101
J.P. Morgan Private Wealth Advisors
California
$5.65M +$5.65M +77,595 New
6M
102
6 Meridian
Kansas
$5.59M -$116K -1,599 -2%
FAIM
103
Financial Advocates Investment Management
Washington
$5.49M +$158K +2,172 +3%
ONST
104
Old North State Trust
North Carolina
$5.13M +$5.13M +70,632 New
CAL
105
Capital Analysts LLC
Pennsylvania
$5.04M +$56.6K +777 +1%
BCM
106
Brookstone Capital Management
Illinois
$5.03M +$5.03M +69,043 New
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$4.95M -$865K -11,877 -15%
FF
108
Friedenthal Financial
New Jersey
$4.9M +$134K +1,840 +3%
CBT
109
Central Bank & Trust
Kentucky
$4.9M +$951K +13,057 +24%
BIAS
110
Beacon Investment Advisory Services
New Jersey
$4.65M -$89.9K -1,235 -2%
AWA
111
Acorn Wealth Advisors
Michigan
$4.44M +$66.4K +970 +2%
LNC
112
Lincoln National Corp
Pennsylvania
$4.38M -$750K -10,301 -15%
TTWM
113
TCV Trust & Wealth Management
Virginia
$4.36M +$64K +879 +1%
TFA
114
Transamerica Financial Advisors
Florida
$4.27M +$370K +5,082 +9%
Axa
115
Axa
France
$4.07M +$349K +4,800 +9%
CM
116
Columbus Macro
Pennsylvania
$4.03M +$98.9K +1,358 +3%
US Bancorp
117
US Bancorp
Minnesota
$3.95M -$15.9K -219 -0.4%
SGAM
118
Steinberg Global Asset Management
Florida
$3.93M -$58K -797 -1%
CS
119
Comerica Securities
Michigan
$3.77M +$186K +2,559 +5%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$3.73M +$641K +8,805 +21%
HighTower Advisors
121
HighTower Advisors
Illinois
$3.64M +$255K +3,510 +8%
SWP
122
Stratos Wealth Partners
Ohio
$3.61M +$139K +1,916 +4%
IWA
123
IBEX Wealth Advisors
New Jersey
$3.57M +$95.6K +1,315 +3%
PFA
124
Pathway Financial Advisors
Vermont
$3.28M +$3.28M +48,158 New
Mariner
125
Mariner
Kansas
$3.26M +$1.89M +26,004 +139%
3 4
5
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