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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

217 hedge funds and large institutions have $3.97B invested in iShares MSCI EAFE Min Vol Factor ETF in 2016 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+22
Holders Change %
+11.28%
% of All Funds
5.79%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.91%
New
38
Increased
111
Reduced
48
Closed
13
Calls
$495K
Puts
–
Net Calls
+$495K
Net Calls Change
+$482K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$223M
2
Morgan Stanley
Morgan Stanley
New York
+$86M
3
Ameriprise
Ameriprise
Minnesota
+$73M
4
Wells Fargo
Wells Fargo
California
+$65M
5
UBS Group
UBS Group
Switzerland
+$58M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$15M
2
CFN
Cordasco Financial Network
Florida
-$8.77M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5M
4
CFG
CKW Financial Group
Hawaii
-$3.98M
5
WIM
Windhaven Investment Management
Massachusetts
-$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
176
Evanson Asset Management
California
$356K – – –
Truist Financial
177
Truist Financial
North Carolina
$352K – – –
RWG
178
Regal Wealth Group
California
$349K – – –
William Blair & Company
179
William Blair & Company
Illinois
$335K +$335K +5,055 New
HF
180
Hoxton Financial
West Virginia
$332K – – –
NFG
181
Next Financial Group
Texas
$295K -$22.8K -343 -7%
Northern Trust
182
Northern Trust
Illinois
$287K +$49.9K +750 +21%
ASN
183
Advisory Services Network
Georgia
$281K +$5.39K +81 +2%
Citigroup
184
Citigroup
New York
$279K +$32.8K +493 +13%
SAM
185
Shamrock Asset Management
Texas
$277K +$120K +1,799 +76%
TTWM
186
TCV Trust & Wealth Management
Virginia
$274K +$274K +4,125 New
VWA
187
V Wealth Advisors
Kansas
$250K +$250K +3,750 New
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$248K -$411K -6,177 -62%
TD Asset Management
189
TD Asset Management
Ontario, Canada
$220K +$8.78K +132 +4%
PWW
190
Pettyjohn Wood & White
Virginia
$208K +$208K +3,132 New
SIG
191
Stanford Investment Group
California
$199K +$199K +3,000 New
PMFA
192
Plante Moran Financial Advisors
Michigan
$193K +$193K +2,900 New
US Bancorp
193
US Bancorp
Minnesota
$168K +$108K +1,623 +179%
PFBT
194
Parkside Financial Bank & Trust
Missouri
$146K +$70.7K +1,066 +94%
EDRH
195
Edmond de Rothschild Holding
Switzerland
$127K – – –
FHA
196
First Horizon Advisors
Tennessee
$114K +$114K +1,708 New
SSB
197
Sandy Spring Bank
Maryland
$111K +$31.3K +470 +39%
HNB
198
Huntington National Bank
Ohio
$99K -$963K – –
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$89K +$89K +1,342 New
TCM
200
TD Capital Management
Tennessee
$87K -$61.4K -921 -41%
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