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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

450 hedge funds and large institutions have $7.36B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 210 increasing their positions, 123 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
+15
Holders Change %
+3.45%
% of All Funds
9.88%
Holding in Top 10
66
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10%
% of All Funds
1.45%
New
46
Increased
210
Reduced
123
Closed
28
Calls
$7.53M
Puts
–
Net Calls
+$7.53M
Net Calls Change
+$1.42M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$178M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$72.1M
3
SIRP
Shelter Insurance Retirement Plan
Missouri
+$60.4M
4
PI
PFS Investments
Georgia
+$39M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$33.1M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$190M
2
TWM
Tanglewood Wealth Management
Texas
-$28.1M
3
Bank of America
Bank of America
North Carolina
-$24.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.9M
5
GGI
Godsey & Gibb Inc
Virginia
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$8.11M +$1.98M +26,956 +32%
WFM
102
Wolff Financial Management
Michigan
$8.09M +$863K +11,775 +12%
AMG
103
Asset Management Group
Connecticut
$8.09M +$1.41M +19,202 +21%
FI
104
Financial Insights
Washington
$8.08M +$54.4K +742 +0.7%
PD
105
Planning Directions
Pennsylvania
$7.98M +$515K +7,022 +7%
EIP
106
Ellis Investment Partners
Pennsylvania
$7.88M -$268K -3,685 -3%
DADC
107
D.A. Davidson & Co
Montana
$7.75M +$96.3K +1,314 +1%
BA
108
Ballew Advisors
Mississippi
$7.71M +$57.5K +791 +0.8%
NP
109
NorthRock Partners
Minnesota
$7.64M +$7.64M +104,260 New
CAL
110
Capital Analysts LLC
Pennsylvania
$7.53M +$544K +7,425 +8%
MI
111
Moneywise Inc
Virginia
$7.52M +$790K +10,777 +12%
FAIM
112
Financial Advocates Investment Management
Washington
$7.41M +$1.6M +21,860 +28%
RF
113
RHS Financial
California
$7.36M +$659K +8,994 +10%
Kayne Anderson Rudnick Investment Management
114
Kayne Anderson Rudnick Investment Management
California
$7.29M -$237K -3,235 -3%
AWMS
115
Advocacy Wealth Management Services
Georgia
$7.21M +$979K +13,358 +16%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$7.08M +$15.4K +210 +0.2%
HighTower Advisors
117
HighTower Advisors
Illinois
$7.07M +$78.2K +1,067 +1%
IA
118
IFP Advisors
Florida
$6.97M +$6.97M +95,145 New
MIAN
119
Mariner Independent Advisor Network
Kansas
$6.93M +$653K +8,958 +10%
PWA
120
Physician Wealth Advisors
Utah
$6.84M +$6.84M +90,719 New
WDL
121
Well Done LLC
Michigan
$6.69M -$1.03M -14,091 -13%
SFP
122
Shepherd Financial Partners
Massachusetts
$6.69M -$186K -2,535 -3%
SMC
123
Smith, Moore & Co
Missouri
$6.69M +$681K +9,298 +11%
JIC
124
JRM Investment Counsel
Nebraska
$6.59M +$264K +3,608 +4%
GLLW
125
Graves Light Lenhart Wealth
Virginia
$6.55M +$133K +1,771 +2%
3 4
5
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