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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

231 hedge funds and large institutions have $4.75B invested in iShares MSCI EAFE Min Vol Factor ETF in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 134 increasing their positions, 47 reducing their positions, and 14 closing their positions.

Holders
231
Holders Change
+14
Holders Change %
+6.45%
% of All Funds
6.17%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.83%
New
31
Increased
134
Reduced
47
Closed
14
Calls
$4.65M
Puts
$837K
Net Calls
+$3.81M
Net Calls Change
+$3.32M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$895M
2
WIM
2
Windhaven Investment Management
Massachusetts
$209M
3
UBS Group
3
UBS Group
Switzerland
$269M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$91.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$297M

Top Sellers

1
FIG
1
FundX Investment Group
California
$0
2
Jane Street
2
Jane Street
New York
$6.31M
3
PL
3
Parkwood LLC
Ohio
$63.5M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$0
5
LPL Financial
5
LPL Financial
California
$93.8M
Name Market Value Shares Shares
Change 		Shares
Change %
DAS
176
Dynamic Advisor Solutions
Arizona
$437K 6,583 +97 +1%
SS
177
Simplicity Solutions
Minnesota
$428K 6,447 +1,008 +19%
APSP
178
Asset Planning Services (Pennsylvania)
Pennsylvania
$425K 6,402 +6,402 New
BA
179
Boston Advisors
Massachusetts
$415K 6,253 -17 -0.3%
EAM
180
Evanson Asset Management
California
$413K 6,221 +855 +16%
CAM
181
Concorde Asset Management
Michigan
$411K 6,205 +741 +14%
FI
182
FormulaFolio Investments
Michigan
$399K 6,016 +6,016 New
ADL
183
Asset Dedication LLC
California
$392K 5,920 -185 -3%
FFA
184
First Foundation Advisors
California
$389K 5,861 – –
NFG
185
Next Financial Group
Texas
$389K 5,863 +1,420 +32%
KT
186
Kanaly Trust
Texas
$375K 5,650 -982 -15%
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$354K 5,336 +1,610 +43%
Truist Financial
188
Truist Financial
North Carolina
$352K 5,300 – –
VWA
189
V Wealth Advisors
Kansas
$349K 5,235 +1,485 +40%
RWG
190
Regal Wealth Group
California
$342K 5,151 -104 -2%
DWM
191
Destination Wealth Management
California
$333K 5,017 +5,017 New
PMFA
192
Plante Moran Financial Advisors
Michigan
$290K 4,375 +1,475 +51%
SI
193
SII Investments
Wisconsin
$267K 4,016 +4,016 New
CCMH
194
Cornerstone Capital Management Holdings
New York
$239K 3,600 +3,600 New
PWW
195
Pettyjohn Wood & White
Virginia
$217K 3,269 +137 +4%
SAM
196
Silvercrest Asset Management
New York
$216K 3,250 +3,250 New
US Bancorp
197
US Bancorp
Minnesota
$212K 3,185 +655 +26%
TD Asset Management
198
TD Asset Management
Ontario, Canada
$211K 3,177 -131 -4%
SIG
199
Stanford Investment Group
California
$199K 3,000 – –
WA
200
WealthTrust-Arizona
Arizona
$176K 2,650 +2,650 New
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8
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