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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

547 hedge funds and large institutions have $6.76B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 186 increasing their positions, 226 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
-15
Holders Change %
-2.67%
% of All Funds
12.08%
Holding in Top 10
85
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.49%
% of All Funds
1.88%
New
79
Increased
186
Reduced
226
Closed
89
Calls
$6.37M
Puts
$205K
Net Calls
+$6.16M
Net Calls Change
-$1.42M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$244M
2
Charles Schwab
Charles Schwab
California
$98.9M
3
WPW
Waldron Private Wealth
Pennsylvania
$44.1M
4
RIG
RiverFront Investment Group
Virginia
$42.3M
5
FBFS
First Business Financial Services
Wisconsin
$39.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$163M
2
CSIA
Charles Schwab Investment Advisory
California
$0
3
Ameriprise
Ameriprise
Minnesota
$402M
4
Bank of America
Bank of America
North Carolina
$829M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
101
Level Four Advisory Services
Texas
$9.73M -$1.59M -25,592 -14%
PFM
102
Peak Financial Management
Massachusetts
$9.72M -$1.54M -24,852 -14%
SPC
103
Sigma Planning Corp
Michigan
$9.66M -$7.27M -117,121 -43%
FCT
104
Family Capital Trust
Massachusetts
$9.55M +$11.3K +164 +0.1%
GWM
105
Geneos Wealth Management
Colorado
$9.49M -$27.3K -445 -0.3%
ACP
106
Arcus Capital Partners
Georgia
$9.37M -$955K -15,388 -9%
MFM
107
Mirsky Financial Management
New York
$9.29M -$16.9K -272 -0.2%
SWP
108
Summit Wealth Partners
Florida
$9.25M -$405K -6,527 -4%
TFS
109
TrustCore Financial Services
Tennessee
$9.19M -$406K -6,537 -4%
KA
110
Klingman & Associates
New York
$8.93M +$136K +2,185 +2%
BWA
111
BDO Wealth Advisors
Florida
$8.61M +$244K +3,935 +3%
CI
112
CX Institutional
Indiana
$8.6M +$21.2K +341 +0.2%
Jane Street
113
Jane Street
New York
$8.59M -$5.09M -81,976 -37%
CG
114
Colony Group
Massachusetts
$8.59M -$2.93M -47,276 -25%
S
115
SimplyRich
California
$8.38M -$52.9K -841 -0.6%
PFA
116
Pettinga Financial Advisors
Indiana
$8.34M -$2.36M -37,968 -22%
WFM
117
Wolff Financial Management
Michigan
$8.18M +$939K +15,135 +13%
SMG
118
Smart Money Group
Texas
$8.02M +$209K +3,367 +3%
NA
119
NewEdge Advisors
Louisiana
$7.92M +$6.19M +99,751 +358%
MFG
120
Magnus Financial Group
New York
$7.87M +$7.87M +126,815 New
RCS
121
Retirement Capital Strategies
California
$7.68M +$7.68M +123,806 New
DADC
122
D.A. Davidson & Co
Montana
$7.61M +$693K +11,166 +10%
SMC
123
Smith, Moore & Co
Missouri
$7.58M +$973K +15,688 +15%
MI
124
Moneywise Inc
Virginia
$7.08M +$126K +2,033 +2%
BA
125
Ballew Advisors
Mississippi
$7.02M +$256K +4,119 +4%
3 4
5
6 7