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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

519 hedge funds and large institutions have $6.63B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 185 increasing their positions, 235 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-28
Holders Change %
-5.12%
% of All Funds
10.67%
Holding in Top 10
76
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.59%
% of All Funds
1.56%
New
45
Increased
185
Reduced
235
Closed
71
Calls
$6.41M
Puts
–
Net Calls
+$6.41M
Net Calls Change
+$251K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$70M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$37M
3
SEI Investments
SEI Investments
Pennsylvania
+$21.9M
4
SP
Symmetry Partners
Connecticut
+$16.6M
5
JWM
Janiczek Wealth Management
Colorado
+$16.3M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$130M
2
Bank of America
Bank of America
North Carolina
-$94.3M
3
RIG
RiverFront Investment Group
Virginia
-$42.3M
4
Ameriprise
Ameriprise
Minnesota
-$34.8M
5
UBS Group
UBS Group
Switzerland
-$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
176
Sovereign Investment Advisors
Arizona
$3.71M +$41.7K +632 +1%
PCM
177
Pointe Capital Management
Michigan
$3.7M +$533K +8,074 +17%
MI
178
Moneywise Inc
Virginia
$3.7M -$3.84M -58,076 -51%
CFO
179
CVA Family Office
Colorado
$3.68M +$748K +11,325 +25%
WIC
180
Woodmont Investment Counsel
Tennessee
$3.67M -$361K -5,468 -9%
TFA
181
Transamerica Financial Advisors
Florida
$3.57M +$3.55M +53,749 +23,168%
GIA
182
GHP Investment Advisors
Colorado
$3.56M -$865K -13,094 -20%
TTWM
183
TCV Trust & Wealth Management
Virginia
$3.54M -$557K -8,437 -14%
HA
184
HYA Advisors
Missouri
$3.54M -$13.9K -210 -0.4%
CBT
185
Central Bank & Trust
Kentucky
$3.45M -$295K -4,471 -8%
AFG
186
Affinia Financial Group
Massachusetts
$3.4M +$243K +3,680 +8%
6M
187
6 Meridian
Kansas
$3.39M -$152K -2,296 -4%
FFN
188
Focus Financial Network
Minnesota
$3.37M +$2.23M +33,802 +196%
WFA
189
Wade Financial Advisory
California
$3.33M +$117K +1,768 +4%
MWC
190
MKD Wealth Coaches
Michigan
$3.31M -$74.8K -1,132 -2%
ACA
191
Anchor Capital Advisors
Massachusetts
$3.28M +$376K +5,688 +13%
MWM
192
MorganRosel Wealth Management
Colorado
$3.14M -$300K -4,540 -9%
CS
193
Comerica Securities
Michigan
$3.08M -$490K -7,418 -14%
TF
194
Tompkins Financial
New York
$3.07M -$35.9K -544 -1%
WAS
195
Wealth Advisory Solutions
Indiana
$2.94M +$690K +10,446 +31%
ACM
196
Ashford Capital Management
Delaware
$2.85M -$722K -10,927 -20%
EFL
197
ERn Financial LLC
Wisconsin
$2.79M -$147K -2,225 -5%
HR
198
Hardy Reed
Mississippi
$2.78M – – –
FAIM
199
Financial Advocates Investment Management
Washington
$2.75M +$1.63M +25,553 +145%
CIBC World Market
200
CIBC World Market
Ontario, Canada
$2.71M +$23.1K +350 +0.9%
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