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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

435 hedge funds and large institutions have $6.85B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 198 increasing their positions, 132 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+7
Holders Change %
+1.64%
% of All Funds
9.46%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
1.31%
New
45
Increased
198
Reduced
132
Closed
32
Calls
$6.59M
Puts
$479K
Net Calls
+$6.11M
Net Calls Change
-$1.17M

Top Buyers

1
TWM
Tanglewood Wealth Management
Texas
+$29.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$25.8M
3
HSA
HBK Sorce Advisory
Pennsylvania
+$25.6M
4
BlackRock
BlackRock
New York
+$20.4M
5
MIH
Madison Investment Holdings
Wisconsin
+$15M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
2
TF
Tompkins Financial
New York
-$40.3M
3
QI
QS Investors
New York
-$31.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$29.2M
5
Bank of America
Bank of America
North Carolina
-$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PD
101
Planning Directions
Pennsylvania
$7.4M +$205K +2,820 +3%
WFM
102
Wolff Financial Management
Michigan
$7.16M +$803K +11,053 +13%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$7M +$16.1K +222 +0.2%
KA
104
Klingman & Associates
New York
$6.95M +$1.94M +26,679 +39%
HighTower Advisors
105
HighTower Advisors
Illinois
$6.93M +$499K +6,865 +8%
CAL
106
Capital Analysts LLC
Pennsylvania
$6.93M +$930K +12,802 +16%
QA
107
Quantitative Advantage
Minnesota
$6.91M +$59.3K +817 +0.9%
SFP
108
Shepherd Financial Partners
Massachusetts
$6.82M -$61.9K -852 -0.9%
BEAM
109
Baker Ellis Asset Management
Washington
$6.76M -$104K -1,425 -2%
MI
110
Moneywise Inc
Virginia
$6.67M +$336K +4,623 +5%
RF
111
RHS Financial
California
$6.65M +$1.05M +14,493 +19%
AMG
112
Asset Management Group
Connecticut
$6.62M +$169K +2,328 +3%
TFS
113
TrustCore Financial Services
Tennessee
$6.45M +$345K +4,746 +6%
CFGS
114
Concourse Financial Group Securities
Alabama
$6.41M +$530K +7,290 +9%
MWC
115
MKD Wealth Coaches
Michigan
$6.3M -$168K -2,316 -3%
JIC
116
JRM Investment Counsel
Nebraska
$6.27M +$71.6K +985 +1%
MIAN
117
Mariner Independent Advisor Network
Kansas
$6.25M +$26.9K +371 +0.4%
CAL
118
Capital Advisors Ltd
Ohio
$6.22M -$38.4K -528 -0.6%
GLLW
119
Graves Light Lenhart Wealth
Virginia
$6.21M +$1.89M +25,989 +44%
AWMS
120
Advocacy Wealth Management Services
Georgia
$6.17M +$3.87M +53,219 +167%
AA
121
Ancora Advisors
Ohio
$6.09M -$2.13M -29,284 -26%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$6.08M +$474K +6,519 +8%
SMC
123
Smith, Moore & Co
Missouri
$5.96M +$1.31M +17,999 +28%
TFA
124
Transamerica Financial Advisors
Florida
$5.83M +$5.81M +79,923 +30,046%
PSG
125
Planning Solutions Group
Maryland
$5.79M -$101K -1,391 -2%
3 4
5
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