EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

428 hedge funds and large institutions have $6.84B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 176 increasing their positions, 132 reducing their positions, and 30 closing their positions.

Holders
428
Holders Change
+16
Holders Change %
+3.88%
% of All Funds
9.28%
Holding in Top 10
61
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.67%
% of All Funds
1.32%
New
55
Increased
176
Reduced
132
Closed
30
Calls
$7.81M
Puts
$530K
Net Calls
+$7.28M
Net Calls Change
+$794K

Top Buyers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$50.4M
2
Ameriprise
2
Ameriprise
Minnesota
$594M
3
Morgan Stanley
3
Morgan Stanley
New York
$337M
4
MMA
4
Miracle Mile Advisors
California
$32.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$168M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$11.6M
2
TWM
2
Tanglewood Wealth Management
Texas
$752K
3
Wells Fargo
3
Wells Fargo
California
$160M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$6.12M
5
CSIA
5
Charles Schwab Investment Advisory
California
$133M
Name Market Value Shares Shares
Change 		Shares
Change %
AWMS
176
Advocacy Wealth Management Services
Georgia
$2.3M 31,781 -25,982 -45%
BC
177
Brinker Capital
Pennsylvania
$2.29M 31,842 -3,911 -11%
APA
178
American Portfolios Advisors
New York
$2.25M 31,244 +7,932 +34%
Northern Trust
179
Northern Trust
Illinois
$2.23M 31,015 – –
FA
180
FMA Advisory
Pennsylvania
$2.22M 30,770 +350 +1%
AP
181
Appleton Partners
Massachusetts
$2.21M 30,621 -1,578 -5%
HR
182
Hardy Reed
Mississippi
$2.13M 29,617 -9,014 -23%
AAS
183
Avantax Advisory Services
Texas
$2.13M 29,513 +2,714 +10%
FMWA
184
Forvis Mazars Wealth Advisors
Missouri
$2.04M 28,290 -435 -2%
PAS
185
Partnervest Advisory Services
California
$2.01M 27,876 +425 +2%
B
186
Bridgeworth
Alabama
$1.98M 27,465 +116 +0.4%
SB
187
Strategic Blueprint
Georgia
$1.93M 26,826 +26,826 New
SFS
188
Sowell Financial Services
Arkansas
$1.93M 26,802 -1,925 -7%
GTAM
189
Global Trust Asset Management
Florida
$1.92M 26,693 -200 -0.7%
DWM
190
Dakota Wealth Management
Florida
$1.92M 26,675 +26,675 New
ONB
191
Old National Bancorp
Indiana
$1.91M 26,524 +2,950 +13%
CC
192
Courier Capital
New York
$1.87M 26,005 +2,415 +10%
SAM
193
Sawgrass Asset Management
Florida
$1.86M 25,786 – –
WI
194
Wintrust Investments
Illinois
$1.85M 25,676 +1,052 +4%
FFA
195
Fragasso Financial Advisors
Pennsylvania
$1.84M 25,565 -38,432 -60%
QCM
196
Quest Capital Management
Texas
$1.83M 25,441 +5,433 +27%
MWP
197
MYCIO Wealth Partners
Pennsylvania
$1.83M 25,352 – –
GVAG
198
Great Valley Advisor Group
Delaware
$1.82M 25,284 +25,284 New
EFL
199
ERn Financial LLC
Wisconsin
$1.81M 25,156 +25,156 New
FAM
200
Formidable Asset Management
Ohio
$1.75M 42,939 +42,939 New
6 7
8
9 10