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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

258 hedge funds and large institutions have $3.95B invested in iShares MSCI EAFE Min Vol Factor ETF in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+22
Holders Change %
+9.32%
% of All Funds
6.44%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.82%
New
38
Increased
120
Reduced
73
Closed
14
Calls
–
Puts
$1.55M
Net Calls
-$1.55M
Net Calls Change
-$810K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$713M
2
PCM
Price Capital Management
Louisiana
$41.3M
3
USAA
United Services Automobile Association
Texas
$198M
4
Ameriprise
Ameriprise
Minnesota
$363M
5
MML Investors Services
MML Investors Services
Massachusetts
$21.1M

Top Sellers

1
State Street
State Street
Massachusetts
$2.05M
2
AL
Aspiriant LLC
California
$2.58M
3
WIM
Windhaven Investment Management
Massachusetts
$157M
4
QI
QS Investors
New York
$114M
5
LFAS
Level Four Advisory Services
Texas
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
201
WhitTier Trust Company
Nevada
$285K -$11.1K -160 -4%
FDCDDQ
202
Federation des caisses Desjardins du Quebec
Quebec, Canada
$260K +$260K +3,762 New
SIAS
203
Shine Investment Advisory Services
Colorado
$260K +$5.12K +74 +2%
WIM
204
Westside Investment Management
California
$253K +$548 +8 +0.2%
RWG
205
Regal Wealth Group
California
$251K -$2.77M -39,972 -92%
MHS
206
M Holdings Securities
Oregon
$238K +$27.4K +395 +13%
IP
207
Investment Partners
Ohio
$234K +$4.57K +66 +2%
VKH
208
Virtu KCG Holdings
New York
$233K +$233K +3,362 New
SAM
209
Shikiar Asset Management
New York
$229K +$229K +3,313 New
PWW
210
Pettyjohn Wood & White
Virginia
$227K +$208 +3 +0.1%
BOH
211
Bank of Hawaii
Hawaii
$227K +$227K +3,279 New
Bank of New York Mellon
212
Bank of New York Mellon
New York
$219K +$219K +3,164 New
FHA
213
Flagship Harbor Advisors
Massachusetts
$209K +$209K +3,054 New
WA
214
WFG Advisors
Texas
$207K +$117K +1,696 +131%
Charles Schwab
215
Charles Schwab
California
$206K +$206K +2,970 New
VWA
216
V Wealth Advisors
Kansas
$194K +$194K +2,796 New
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$173K +$2.08K +30 +1%
WA
218
WealthTrust-Arizona
Arizona
$169K -$1.11K -16 -0.7%
PS
219
Portfolio Solutions
Michigan
$148K – – –
PFBT
220
Parkside Financial Bank & Trust
Missouri
$138K +$63.9K +920 +86%
IFA
221
Interactive Financial Advisors
Illinois
$122K -$75.3K -1,084 -38%
WEC
222
Winslow Evans & Crocker
Massachusetts
$120K +$14.5K +209 +14%
PSUF
223
People's United Financial
Connecticut
$117K -$73.1K -1,053 -38%
EDRH
224
Edmond de Rothschild Holding
Switzerland
$117K – – –
CFN
225
Cordasco Financial Network
Florida
$116K – – –
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9
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