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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

562 hedge funds and large institutions have $8.38B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 238 increasing their positions, 126 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+112
Holders Change %
+24.89%
% of All Funds
11.1%
Holding in Top 10
89
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+34.85%
% of All Funds
1.76%
New
143
Increased
238
Reduced
126
Closed
22
Calls
$7.92M
Puts
$336K
Net Calls
+$7.59M
Net Calls Change
+$61K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$74.9M
2
Truist Financial
Truist Financial
North Carolina
+$52.3M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$42.3M
4
BlackRock
BlackRock
New York
+$40.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$39.8M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$46.6M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$24.1M
3
UBS Group
UBS Group
Switzerland
-$19.3M
4
FAIM
Financial Advocates Investment Management
Washington
-$6.12M
5
PI
PFS Investments
Georgia
-$6.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
101
Agilis Partners
Massachusetts
$11.9M +$11.9M +159,338 New
SWP
102
Summit Wealth Partners
Florida
$11.6M +$11.6M +155,527 New
GWM
103
Geneos Wealth Management
Colorado
$11.6M +$561K +7,501 +5%
TFS
104
TrustCore Financial Services
Tennessee
$11.5M +$1.01M +13,509 +10%
AMG
105
Asset Management Group
Connecticut
$11.2M +$3.01M +40,369 +37%
MFM
106
Mirsky Financial Management
New York
$11.2M +$522K +7,002 +5%
HFA
107
High Falls Advisors
New York
$11.2M -$3.71M -49,820 -25%
BWM
108
Brickley Wealth Management
California
$11M +$10.3M +137,617 +1,400%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$10.6M +$2.4M +32,176 +29%
AAP
110
Arax Advisory Partners
Colorado
$10.6M +$233K +3,127 +2%
KA
111
Klingman & Associates
New York
$10.6M +$1.44M +19,329 +16%
SHJ
112
Sharkey, Howes & Javer
Colorado
$10.5M -$232K -3,109 -2%
FCT
113
Family Capital Trust
Massachusetts
$10.3M +$57.1K +766 +0.6%
CI
114
CX Institutional
Indiana
$10.3M +$1.21M +16,229 +13%
CA
115
CXI Advisors
Indiana
$10.3M +$10.3M +138,241 New
BWA
116
BDO Wealth Advisors
Florida
$10.1M +$106K +1,416 +1%
S
117
SimplyRich
California
$9.97M +$88K +1,184 +0.9%
RTS
118
Round Table Services
New Jersey
$9.73M +$572K +7,676 +6%
SMG
119
Smart Money Group
Texas
$9.38M +$251K +3,368 +3%
EIP
120
Ellis Investment Partners
Pennsylvania
$8.85M +$755K +10,093 +9%
WFM
121
Wolff Financial Management
Michigan
$8.7M +$476K +6,384 +6%
CB
122
Community Bank
New York
$8.53M -$441K -5,915 -5%
SIAS
123
Shine Investment Advisory Services
Colorado
$8.41M +$8.1M +108,606 +2,564%
DADC
124
D.A. Davidson & Co
Montana
$8.31M +$429K +5,758 +5%
PD
125
Planning Directions
Pennsylvania
$8.26M +$144K +1,933 +2%
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5
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