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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

345 hedge funds and large institutions have $5.33B invested in iShares MSCI EAFE Min Vol Factor ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 148 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+4
Holders Change %
+1.17%
% of All Funds
7.9%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.08%
New
29
Increased
148
Reduced
109
Closed
25
Calls
$524K
Puts
$961K
Net Calls
-$437K
Net Calls Change
-$128K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$695M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$104M
3
QI
QS Investors
New York
$109M
4
OBWP
O'Brien Wealth Partners
Massachusetts
$49.6M
5
CIC
Cutler Investment Counsel
Oregon
$12.7M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$82.8M
2
UBS Group
UBS Group
Switzerland
$184M
3
CWM
Cornerstone Wealth Management
Missouri
$19.6M
4
LFAS
Level Four Advisory Services
Texas
$11.9M
5
HA
Hamel Associates
New Jersey
$7.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
176
New England Private Wealth Advisors
Massachusetts
$1.38M +$94.4K +1,296 +7%
OC
177
Oppenheimer & Co
New York
$1.36M +$367K +5,039 +37%
AEPG
178
American Economic Planning Group
New Jersey
$1.33M +$99.9K +1,371 +8%
AIM
179
Anchor Investment Management
South Carolina
$1.32M +$87.7K +1,205 +7%
ACA
180
Anchor Capital Advisors
Massachusetts
$1.28M -$5.61K -77 -0.4%
BAC
181
Boys Arnold & Co
North Carolina
$1.25M +$27.3K +375 +2%
KA
182
Klingman & Associates
New York
$1.23M +$20.5K +282 +2%
WB
183
Webster Bank
Connecticut
$1.22M – – –
EVM
184
Eaton Vance Management
Massachusetts
$1.16M +$98.9K +1,359 +9%
GRP
185
Global Retirement Partners
California
$1.14M +$298K +4,096 +35%
FA
186
FMA Advisory
Pennsylvania
$1.1M -$36.4K -500 -3%
Millennium Management
187
Millennium Management
New York
$1.07M +$1.07M +14,754 New
WP
188
WealthSource Partners
California
$1.06M +$74.1K +1,017 +8%
CI
189
CX Institutional
Indiana
$1.03M +$94.9K +1,304 +10%
WAOTB
190
Wealth Advisors of Tampa Bay
Florida
$1.03M – – –
BFO
191
Biltmore Family Office
North Carolina
$1.03M -$77.6K -1,065 -7%
JCM
192
Jacobi Capital Management
Pennsylvania
$1.01M -$8.23K -113 -0.8%
Creative Planning
193
Creative Planning
Kansas
$947K +$79.6K +1,093 +9%
RJT
194
Raymond James Trust
Florida
$946K -$44.4K -610 -4%
DAS
195
Dynamic Advisor Solutions
Arizona
$943K +$305K +4,194 +48%
AII
196
AGF Investments Inc
Ontario, Canada
$939K -$113K -1,553 -11%
FFBTD
197
First Financial Bank - Trust Division
Ohio
$927K -$1.6K -22 -0.2%
FA
198
FDx Advisors
Illinois
$915K +$10.8K +148 +1%
HIMCH
199
Hartford Investment Management Co (HIMCO)
Connecticut
$879K +$272K +3,740 +45%
CFG
200
CKW Financial Group
Hawaii
$854K -$28.5K -392 -3%
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