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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 %
SBA
126
Secrest Blakey & Associates
North Carolina
$3.22M +$172K +2,365 +6%
CFD
127
Creative Financial Designs
Indiana
$3.2M -$67K -920 -2%
KFGK
128
Keystone Financial Group (Kentucky)
Kentucky
$3.1M -$217K -2,990 -7%
SMC
129
Smith, Moore & Co
Missouri
$3.02M +$593K +8,145 +24%
BC
130
Brinker Capital
Pennsylvania
$3.01M -$515K -7,069 -15%
William Blair & Company
131
William Blair & Company
Illinois
$2.81M -$64.9K -892 -2%
WAM
132
Weatherly Asset Management
California
$2.81M -$67K -920 -2%
AP
133
Appleton Partners
Massachusetts
$2.73M -$730K -10,031 -21%
GTAM
134
Global Trust Asset Management
Florida
$2.67M -$1.82K -25 -0.1%
MWA
135
MFA Wealth Advisors
Pennsylvania
$2.66M -$68.4K -992 -3%
ASN
136
Advisory Services Network
Georgia
$2.61M -$1.18M -16,182 -31%
CCMG
137
Clark Capital Management Group
Pennsylvania
$2.57M +$2.57M +35,292 New
AL
138
Aspiriant LLC
California
$2.43M +$72.8K +1,000 +3%
Citigroup
139
Citigroup
New York
$2.42M -$62.6K -860 -3%
Manulife (Manufacturers Life Insurance)
140
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.41M -$240K -3,290 -9%
WIC
141
Woodmont Investment Counsel
Tennessee
$2.37M +$341K +4,677 +17%
FFA
142
Fragasso Financial Advisors
Pennsylvania
$2.36M -$901K -13,158 -28%
BCA
143
Bay Colony Advisors
Massachusetts
$2.36M +$220K +3,019 +10%
TFS
144
TrustCore Financial Services
Tennessee
$2.34M +$39.5K +542 +2%
1WA
145
180 Wealth Advisors
Washington
$2.28M +$217K +2,974 +10%
Northern Trust
146
Northern Trust
Illinois
$2.25M – – –
SP
147
Symmetry Partners
Connecticut
$2.09M -$39.5K -543 -2%
MWM
148
Merriman Wealth Management
Washington
$2.04M -$766K -10,514 -27%
FMWA
149
Forvis Mazars Wealth Advisors
Missouri
$2.03M +$3.64K +50 +0.2%
PCA
150
Peddock Capital Advisors
Massachusetts
$2.01M -$158K -2,166 -7%
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