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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

562 hedge funds and large institutions have $6.18B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 147 increasing their positions, 272 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-24
Holders Change %
-4.1%
% of All Funds
9.9%
Holding in Top 10
52
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-27.78%
% of All Funds
0.92%
New
41
Increased
147
Reduced
272
Closed
59
Calls
$7.63M
Puts
$593K
Net Calls
+$7.03M
Net Calls Change
-$1.17M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$454M
2
Citadel Advisors
Citadel Advisors
Florida
$71M
3
HI
Horizon Investments
North Carolina
$54.1M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$23.3M
5
Charles Schwab
Charles Schwab
California
$117M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$217M
2
Bank of America
Bank of America
North Carolina
$666M
3
MFG
Merit Financial Group
Georgia
$13.8M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$273M
5
Morgan Stanley
Morgan Stanley
New York
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAG
176
Polaris Wealth Advisory Group
California
$3.27M +$3.27M +44,031 New
JIC
177
JRM Investment Counsel
Nebraska
$3.24M -$3.92M -53,686 -55%
CS
178
Comerica Securities
Michigan
$3.23M -$26.6K -365 -0.8%
SFM
179
Signet Financial Management
New Jersey
$3.23M +$455K +6,231 +16%
ACA
180
Anchor Capital Advisors
Massachusetts
$3.21M +$4.23K +58 +0.1%
FLI
181
Family Legacy Inc
South Carolina
$3.17M +$196K +2,690 +7%
IWC
182
Integrated Wealth Concepts
Massachusetts
$3.13M -$82.9K -1,136 -3%
SIC
183
Samalin Investment Counsel
New York
$3.04M +$206K +2,816 +7%
MWM
184
MorganRosel Wealth Management
Colorado
$2.99M -$503K -6,888 -14%
SMC
185
Smith, Moore & Co
Missouri
$2.98M -$201K -2,755 -6%
AL
186
Aspiriant LLC
California
$2.97M -$434K -5,949 -13%
CCP
187
Cassia Capital Partners
North Carolina
$2.97M -$114K -1,567 -4%
MAM
188
Madison Asset Management
Wisconsin
$2.95M -$13.4M -183,861 -82%
1832 Asset Management
189
1832 Asset Management
Ontario, Canada
$2.92M +$7.97K +135 +0.3%
LNB
190
Ledyard National Bank
$2.92M +$305K +4,179 +12%
RPCA
191
Running Point Capital Advisors
California
$2.91M +$522K +7,148 +22%
AFP
192
Ausdal Financial Partners
Iowa
$2.85M +$141K +1,928 +5%
SWM
193
Spire Wealth Management
Virginia
$2.8M +$2.8M +37,768 New
IAS
194
IMA Advisory Services
Colorado
$2.79M +$98.6K +1,351 +4%
William Blair & Company
195
William Blair & Company
Illinois
$2.78M -$117K -1,608 -4%
FCA
196
FLC Capital Advisors
California
$2.68M -$412K -5,644 -13%
CSWG
197
Cardinal Strategic Wealth Guidance
Kentucky
$2.67M -$10.6M -145,714 -80%
BWM
198
Brickley Wealth Management
California
$2.66M +$3.14K +43 +0.1%
FAIM
199
Financial Advocates Investment Management
Washington
$2.61M -$1.46M -20,037 -36%
EFL
200
ERn Financial LLC
Wisconsin
$2.61M -$143K -1,959 -5%
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