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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 %
BEAM
126
Baker Ellis Asset Management
Washington
$6.54M -$275K -3,750 -4%
MWC
127
MKD Wealth Coaches
Michigan
$6.47M +$115K +1,576 +2%
MWM
128
Mascoma Wealth Management
New Hampshire
$6.38M -$1.46M -19,900 -19%
CAL
129
Capital Advisors Ltd
Ohio
$6.26M +$8.33K +114 +0.1%
AA
130
Ancora Advisors
Ohio
$6.13M -$15.9K -217 -0.3%
FF
131
Friedenthal Financial
New Jersey
$6.04M +$231K +3,159 +4%
WCA
132
Westover Capital Advisors
Delaware
$6.04M +$429K +5,854 +8%
AI
133
Atria Investments
North Carolina
$6.03M +$650K +8,865 +12%
SIA
134
Starfire Investment Advisers
Michigan
$5.74M -$61.4K -838 -1%
GIA
135
GHP Investment Advisors
Colorado
$5.45M +$4.4K +60 +0.1%
MWA
136
Meridian Wealth Advisors
Texas
$5.43M +$354K +4,833 +7%
CFGS
137
Concourse Financial Group Securities
Alabama
$5.31M -$1.16M -15,786 -18%
ST
138
Spinnaker Trust
Maine
$5.26M +$371K +5,069 +8%
VAG
139
VisionPoint Advisory Group
Texas
$5.17M +$208K +2,846 +4%
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$5.15M -$225K -3,068 -4%
Axa
141
Axa
France
$5.12M +$255K +3,480 +5%
Citigroup
142
Citigroup
New York
$5.02M -$39K -532 -0.8%
WI
143
Wintrust Investments
Illinois
$4.89M +$2.31M +31,547 +90%
FMP
144
Financial Management Professionals
Texas
$4.83M +$4.83M +65,972 New
ACM
145
Ashford Capital Management
Delaware
$4.64M +$79.8K +1,089 +2%
AWA
146
Acorn Wealth Advisors
Michigan
$4.53M -$123K -1,639 -3%
SCM
147
Stonehearth Capital Management
Massachusetts
$4.45M -$208K -2,836 -4%
BIAS
148
Beacon Investment Advisory Services
New Jersey
$4.43M +$51.5K +703 +1%
TTWM
149
TCV Trust & Wealth Management
Virginia
$4.39M +$22.3K +304 +0.5%
HI
150
Horizon Investments
North Carolina
$4.3M +$4.3M +58,610 New
4 5
6
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