EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

258 hedge funds and large institutions have $4.22B invested in iShares MSCI EAFE Min Vol Factor ETF in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 123 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
–
Holders Change %
0%
% of All Funds
6.44%
Holding in Top 10
33
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.82%
New
28
Increased
123
Reduced
63
Closed
23
Calls
$1.58M
Puts
$1.34M
Net Calls
+$238K
Net Calls Change
+$1.79M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$777M
2
Ameriprise
Ameriprise
Minnesota
$409M
3
GGI
Godsey & Gibb Inc
Virginia
$23.8M
4
Jane Street
Jane Street
New York
$28.2M
5
LPL Financial
LPL Financial
California
$103M

Top Sellers

1
PCM
Price Capital Management
Louisiana
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
AWMS
Advocacy Wealth Management Services
Georgia
$1.41M
4
MIH
Madison Investment Holdings
Wisconsin
$17.8M
5
BlackRock
BlackRock
New York
$366M
Name Holding Trade Value Shares
Change 		Shares
Change %
Toronto Dominion Bank
176
Toronto Dominion Bank
Ontario, Canada
$633K +$633K +8,903 New
WP
177
WealthPLAN Partners
Nebraska
$623K +$215K +3,018 +53%
VIA
178
Vantage Investment Advisors
Pennsylvania
$597K +$7.46K +105 +1%
AssetMark Inc
179
AssetMark Inc
California
$595K +$118K +1,659 +25%
WS
180
Wedbush Securities
California
$549K -$4.19K -59 -0.8%
NFG
181
Next Financial Group
Texas
$538K +$171K +2,360 +47%
B
182
Bridgeworth
Alabama
$536K -$1.43M -20,058 -73%
Bessemer Group
183
Bessemer Group
New Jersey
$535K -$6.68K -94 -1%
EAM
184
Evanson Asset Management
California
$529K – – –
ADL
185
Asset Dedication LLC
California
$526K -$11.2K -158 -2%
CFA
186
Carroll Financial Associates
North Carolina
$522K +$7.1K +100 +1%
Creative Planning
187
Creative Planning
Kansas
$459K -$12.8K -180 -3%
FFA
188
First Foundation Advisors
California
$459K +$35.5K +500 +8%
AA
189
Ancora Advisors
Ohio
$452K +$44.2K +622 +11%
ATC
190
Argent Trust Co
Tennessee
$419K +$419K +5,892 New
AIM
191
Anchor Investment Management
South Carolina
$407K +$350K +4,927 +614%
DAS
192
Dynamic Advisor Solutions
Arizona
$386K +$92.4K +1,300 +31%
CAAS
193
Capital Asset Advisory Services
Michigan
$379K -$4.4K -62 -1%
FCIM
194
Fairview Capital Investment Management
California
$373K -$37.3K -525 -9%
PA
195
Parallel Advisors
California
$371K -$20.8K -292 -5%
GA
196
Gateway Advisory
New Jersey
$359K -$117K -1,642 -25%
HFS
197
HL Financial Services
Kentucky
$356K +$356K +5,012 New
TCM
198
Tufton Capital Management
Maryland
$341K – – –
M&T Bank
199
M&T Bank
New York
$339K -$7.03K -99 -2%
S
200
SignatureFD
Georgia
$310K -$124K -1,751 -29%
6 7
8
9 10