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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 %
VI
151
Vestcor Inc
New Brunswick, Canada
$5.02M +$2.94M +44,502 +141%
AWA
152
ARQ Wealth Advisors
Arizona
$5.02M +$2.2M +33,309 +78%
SWM
153
SVA Wealth Management
Wisconsin
$4.96M +$3.47M +52,464 +233%
SIA
154
Starfire Investment Advisers
Michigan
$4.9M +$114K +1,725 +2%
AA
155
Ancora Advisors
Ohio
$4.89M -$9.38K -142 -0.2%
FF
156
Friedenthal Financial
New Jersey
$4.77M -$333K -5,042 -7%
PFA
157
Pathway Financial Advisors
Vermont
$4.72M +$47.4K +718 +1%
HFA
158
High Falls Advisors
New York
$4.65M -$122K -1,846 -3%
SMG
159
Smart Money Group
Texas
$4.61M -$3.93M -59,468 -46%
LWAC
160
Laurel Wealth Advisors (California)
California
$4.52M +$2.37M +35,953 +111%
BEAM
161
Baker Ellis Asset Management
Washington
$4.52M -$453K -6,855 -9%
RF
162
RHS Financial
California
$4.19M -$390K -5,900 -9%
Brown Advisory
163
Brown Advisory
Maryland
$4.17M +$3.64M +55,103 +691%
DWM
164
Dakota Wealth Management
Florida
$4.13M -$102K -1,539 -2%
PA
165
PFG Advisors
Arizona
$4.11M +$246K +3,674 +6%
Natixis Advisors
166
Natixis Advisors
Massachusetts
$4.03M +$114K +1,727 +3%
IWM
167
IHT Wealth Management
Illinois
$4.02M +$394K +5,970 +11%
BIAS
168
Beacon Investment Advisory Services
New Jersey
$3.98M +$36.5K +552 +0.9%
IWC
169
Integrated Wealth Concepts
Massachusetts
$3.97M -$177K -2,675 -4%
SCM
170
Stonehearth Capital Management
Massachusetts
$3.94M -$24.7K -364 -0.6%
MIAN
171
Mariner Independent Advisor Network
Kansas
$3.94M -$1.9M -28,722 -33%
IA
172
IFP Advisors
Florida
$3.91M -$745K -11,265 -16%
MWA
173
Meridian Wealth Advisors
Texas
$3.79M -$213K -3,221 -5%
HNB
174
Huntington National Bank
Ohio
$3.76M -$3.55M – –
LWA
175
LWS Wealth Advisors
New Jersey
$3.72M +$343K +5,188 +10%
5 6
7
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