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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

547 hedge funds and large institutions have $6.76B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 186 increasing their positions, 226 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
-15
Holders Change %
-2.67%
% of All Funds
12.08%
Holding in Top 10
85
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.49%
% of All Funds
1.88%
New
79
Increased
186
Reduced
226
Closed
89
Calls
$6.37M
Puts
$205K
Net Calls
+$6.16M
Net Calls Change
-$1.42M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$132M
2
Charles Schwab
Charles Schwab
California
+$98.9M
3
WPW
Waldron Private Wealth
Pennsylvania
+$43.9M
4
RIG
RiverFront Investment Group
Virginia
+$42.3M
5
FBFS
First Business Financial Services
Wisconsin
+$39.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$126M
2
CSIA
Charles Schwab Investment Advisory
California
-$124M
3
Ameriprise
Ameriprise
Minnesota
-$103M
4
Bank of America
Bank of America
North Carolina
-$71.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$4.83M +$426K +7,026 +10%
FF
152
Friedenthal Financial
New Jersey
$4.8M -$491K -7,910 -9%
HFG
153
Heron Financial Group
New York
$4.69M +$240K +3,722 +5%
GT
154
Glenmede Trust
Pennsylvania
$4.69M – – –
BEAM
155
Baker Ellis Asset Management
Washington
$4.67M -$642K -10,350 -12%
WAOI
156
Wealth Advisors of Iowa
Iowa
$4.64M +$4.64M +74,753 New
AA
157
Ancora Advisors
Ohio
$4.6M -$569K -9,172 -11%
SFS
158
Sowell Financial Services
Arkansas
$4.54M +$2.97M +47,939 +190%
SIA
159
Starfire Investment Advisers
Michigan
$4.5M -$316K -5,098 -7%
HFA
160
High Falls Advisors
New York
$4.48M -$4.8M -77,430 -52%
DL
161
DOHJ LLC
Washington
$4.44M -$56.6K -912 -1%
IA
162
IFP Advisors
Florida
$4.43M -$1.45M -23,016 -25%
RF
163
RHS Financial
California
$4.3M -$2.42M -39,043 -36%
PFA
164
Pathway Financial Advisors
Vermont
$4.21M +$421K +7,077 +11%
GIA
165
GHP Investment Advisors
Colorado
$4.16M -$522K -8,405 -11%
SCP
166
Syntal Capital Partners
Texas
$3.98M +$2.06M +33,158 +107%
DWM
167
Dakota Wealth Management
Florida
$3.97M +$556K +8,954 +16%
IWC
168
Integrated Wealth Concepts
Massachusetts
$3.9M +$1M +16,198 +35%
TTWM
169
TCV Trust & Wealth Management
Virginia
$3.85M +$136K +2,184 +4%
WIC
170
Woodmont Investment Counsel
Tennessee
$3.78M -$444K -7,157 -11%
MWA
171
Meridian Wealth Advisors
Texas
$3.76M -$1.22M -19,666 -25%
GCM
172
Gibraltar Capital Management
Oklahoma
$3.74M -$395K -6,358 -10%
BIAS
173
Beacon Investment Advisory Services
New Jersey
$3.71M +$17.8K +287 +0.5%
PA
174
PFG Advisors
Arizona
$3.68M -$127K -1,996 -3%
Natixis Advisors
175
Natixis Advisors
Massachusetts
$3.68M +$149K +2,404 +4%
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