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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

435 hedge funds and large institutions have $6.85B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 198 increasing their positions, 132 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+7
Holders Change %
+1.64%
% of All Funds
9.46%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
1.31%
New
45
Increased
198
Reduced
132
Closed
32
Calls
$6.59M
Puts
$479K
Net Calls
+$6.11M
Net Calls Change
-$1.17M

Top Buyers

1
TWM
Tanglewood Wealth Management
Texas
+$29.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$25.8M
3
HSA
HBK Sorce Advisory
Pennsylvania
+$25.6M
4
BlackRock
BlackRock
New York
+$20.4M
5
MIH
Madison Investment Holdings
Wisconsin
+$15M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
2
TF
Tompkins Financial
New York
-$40.3M
3
QI
QS Investors
New York
-$31.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$29.2M
5
Bank of America
Bank of America
North Carolina
-$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
151
Natixis Advisors
Massachusetts
$4.02M -$346K -4,768 -8%
MWM
152
MorganRosel Wealth Management
Colorado
$3.99M +$15.8K +217 +0.4%
FVWA
153
Foster Victor Wealth Advisors
South Carolina
$3.95M -$245K -3,366 -6%
AL
154
Aspiriant LLC
California
$3.92M +$39.7K +547 +1%
PFA
155
Pathway Financial Advisors
Vermont
$3.82M +$280K +3,857 +8%
WIC
156
Woodmont Investment Counsel
Tennessee
$3.62M +$171K +2,354 +5%
HA
157
Hamel Associates
New Jersey
$3.5M -$244K -3,356 -7%
Millennium Management
158
Millennium Management
New York
$3.41M +$3.41M +46,870 New
CF
159
Centaurus Financial
California
$3.34M +$3.2M +44,097 +2,275%
6M
160
6 Meridian
Kansas
$3.33M +$58K +798 +2%
TPWA
161
TRUE Private Wealth Advisors
Oregon
$3.33M -$577K -7,948 -15%
GVAG
162
Great Valley Advisor Group
Delaware
$3.32M +$1.49M +20,470 +81%
US Bancorp
163
US Bancorp
Minnesota
$3.19M -$161K -2,214 -5%
William Blair & Company
164
William Blair & Company
Illinois
$3.18M +$181K +2,489 +6%
SBA
165
Secrest Blakey & Associates
North Carolina
$3.14M +$81.9K +1,128 +3%
TWA
166
Tillar-Wenstrup Advisors
Ohio
$3.1M -$12.1K -166 -0.4%
FAAS
167
First Allied Advisory Services
California
$3M +$144K +1,976 +5%
MAS
168
Madden Advisory Services
Florida
$2.94M – – –
NEPWA
169
New England Private Wealth Advisors
Massachusetts
$2.94M +$257K +3,539 +10%
KFGK
170
Keystone Financial Group (Kentucky)
Kentucky
$2.92M -$45.6K -628 -2%
SC
171
Savant Capital
Illinois
$2.82M -$107K -1,474 -4%
NF
172
Nikulski Financial
Iowa
$2.8M +$459K +6,306 +20%
NFG
173
NewFocus Financial Group
Washington
$2.58M – – –
WI
174
Wintrust Investments
Illinois
$2.55M +$689K +9,478 +37%
VC
175
Vicus Capital
Pennsylvania
$2.51M +$1.17M +16,109 +88%
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