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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

586 hedge funds and large institutions have $7.02B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 155 increasing their positions, 233 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+68
Holders Change %
+13.13%
% of All Funds
10.4%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.28%
New
109
Increased
155
Reduced
233
Closed
34
Calls
$8.66M
Puts
$458K
Net Calls
+$8.2M
Net Calls Change
+$445K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.3M
2
FI
FormulaFolio Investments
Michigan
+$19.4M
3
HighTower Advisors
HighTower Advisors
Illinois
+$15.6M
4
AHC
Anderson Hoagland & Co
Missouri
+$11.6M
5
MFG
Merit Financial Group
Georgia
+$5.44M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$121M
2
Bank of America
Bank of America
North Carolina
-$56M
3
HI
Horizon Investments
North Carolina
-$46.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$33.2M
5
Morgan Stanley
Morgan Stanley
New York
-$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
126
Community Bank
New York
$6.97M -$34.5K -470 -0.5%
EIP
127
Ellis Investment Partners
Pennsylvania
$6.95M +$69.7K +950 +1%
BA
128
Bellwether Advisors
Nebraska
$6.93M +$6.93M +94,382 New
MAFM
129
Mid Atlantic Financial Management
Pennsylvania
$6.77M +$300K +4,080 +5%
Citadel Advisors
130
Citadel Advisors
Florida
$6.74M +$2.3M +31,387 +52%
Franklin Resources
131
Franklin Resources
California
$6.74M +$434K +5,918 +7%
PWA
132
Physician Wealth Advisors
Utah
$6.72M -$458K -6,203 -6%
CIAS
133
CFS Investment Advisory Services
New Jersey
$6.63M +$6.63M +90,257 New
VCS
134
Vaughan & Co Securities
New Jersey
$6.43M +$204K +2,776 +3%
ONST
135
Old North State Trust
North Carolina
$6.43M -$8.71M -118,631 -58%
HFG
136
Heron Financial Group
New York
$6.32M +$338K +4,557 +6%
Kayne Anderson Rudnick Investment Management
137
Kayne Anderson Rudnick Investment Management
California
$6.31M -$714K -9,694 -10%
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$5.97M -$7.42M -101,049 -55%
TFS
139
TrustCore Financial Services
Tennessee
$5.96M -$2.01M -27,329 -25%
CAL
140
Capital Analysts LLC
Pennsylvania
$5.96M -$74.8K -1,019 -1%
HCA
141
Heck Capital Advisors
Wisconsin
$5.75M -$4.65M -63,349 -45%
RF
142
RHS Financial
California
$5.74M +$1.31M +17,863 +30%
CFGS
143
Concourse Financial Group Securities
Alabama
$5.72M -$647K -8,816 -10%
CAL
144
Capital Advisors Ltd
Ohio
$5.67M -$384K -5,229 -6%
MWM
145
McNaughton Wealth Management
California
$5.65M -$58.4K -795 -1%
SIA
146
Soltis Investment Advisors
Utah
$5.56M -$1.02M -13,900 -16%
HNB
147
Huntington National Bank
Ohio
$5.55M -$3.87M – –
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$5.52M -$231K -3,116 -4%
SWP
149
Stratos Wealth Partners
Ohio
$5.41M -$573K -7,799 -10%
Goldman Sachs
150
Goldman Sachs
New York
$5.35M – – –
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