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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

519 hedge funds and large institutions have $6.63B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 185 increasing their positions, 235 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-28
Holders Change %
-5.12%
% of All Funds
10.67%
Holding in Top 10
76
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.59%
% of All Funds
1.56%
New
45
Increased
185
Reduced
235
Closed
71
Calls
$6.41M
Puts
–
Net Calls
+$6.41M
Net Calls Change
+$251K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$70M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$37M
3
SEI Investments
SEI Investments
Pennsylvania
+$21.9M
4
SP
Symmetry Partners
Connecticut
+$16.6M
5
JWM
Janiczek Wealth Management
Colorado
+$16.3M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$130M
2
Bank of America
Bank of America
North Carolina
-$94.3M
3
RIG
RiverFront Investment Group
Virginia
-$42.3M
4
Ameriprise
Ameriprise
Minnesota
-$34.8M
5
UBS Group
UBS Group
Switzerland
-$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
126
Kayne Anderson Rudnick Investment Management
California
$6.23M -$189K -2,859 -3%
EIP
127
Ellis Investment Partners
Pennsylvania
$6.16M -$520K -7,859 -8%
QWM
128
QP Wealth Management
New Jersey
$6.12M +$5.48M +82,891 +851%
CG
129
Colony Group
Massachusetts
$6.06M -$3.08M -46,592 -34%
CB
130
Community Bank
New York
$6.06M -$1.03M -15,585 -15%
DL
131
DOHJ LLC
Washington
$6.06M +$1.21M +17,914 +25%
CAL
132
Capital Analysts LLC
Pennsylvania
$5.83M -$826K -12,510 -12%
FVWA
133
Foster Victor Wealth Advisors
South Carolina
$5.76M +$2.08M +31,457 +57%
LFAS
134
Level Four Advisory Services
Texas
$5.62M -$4.74M -71,689 -46%
SWP
135
Stratos Wealth Partners
Ohio
$5.59M -$7.09M -107,317 -56%
WI
136
Wintrust Investments
Illinois
$5.58M -$146K -2,213 -3%
Cetera Investment Advisers
137
Cetera Investment Advisers
Illinois
$5.56M +$2.35M +35,642 +73%
VCS
138
Vaughan & Co Securities
New Jersey
$5.54M +$162K +2,450 +3%
CAL
139
Capital Advisors Ltd
Ohio
$5.53M +$54.7K +828 +1%
CFGS
140
Concourse Financial Group Securities
Alabama
$5.51M -$76K -1,151 -1%
MWM
141
McNaughton Wealth Management
California
$5.3M -$232K -3,507 -4%
AL
142
Aspiriant LLC
California
$5.3M +$2.64M +39,953 +99%
FCA
143
FLC Capital Advisors
California
$5.29M -$7.36M -109,422 -58%
Franklin Resources
144
Franklin Resources
California
$5.25M +$5.25M +77,268 New
PD
145
Planning Directions
Pennsylvania
$5.2M +$2.07M +31,289 +66%
HighTower Advisors
146
HighTower Advisors
Illinois
$5.14M -$481K -7,300 -9%
DADC
147
D.A. Davidson & Co
Montana
$5.08M -$3.03M -45,802 -37%
HFG
148
Heron Financial Group
New York
$5.04M +$180K +2,686 +4%
WAOI
149
Wealth Advisors of Iowa
Iowa
$5.03M +$94.9K +1,436 +2%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$5.03M -$260K -3,913 -5%
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