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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

333 hedge funds and large institutions have $4.77B invested in iShares MSCI EAFE Min Vol Factor ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 92 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+14
Holders Change %
+4.39%
% of All Funds
7.64%
Holding in Top 10
45
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.27%
% of All Funds
1.03%
New
35
Increased
156
Reduced
92
Closed
18
Calls
$2.03M
Puts
$1.39M
Net Calls
+$639K
Net Calls Change
+$767K

Top Buyers

1
EFS
Edelman Financial Services
Virginia
+$57M
2
Jane Street
Jane Street
New York
+$32.1M
3
LPL Financial
LPL Financial
California
+$21M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$11.9M
5
SEI Investments
SEI Investments
Pennsylvania
+$10.3M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$98.5M
2
QI
QS Investors
New York
-$53M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25M
4
LFAS
Level Four Advisory Services
Texas
-$11.5M
5
Bank of America
Bank of America
North Carolina
-$9.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMC
201
First Merchants Corp
Indiana
$656K -$39.2K -532 -6%
DAS
202
Dynamic Advisor Solutions
Arizona
$656K +$200K +2,710 +44%
BRF
203
B. Riley Financial
California
$651K -$63.3K -859 -9%
AssetMark Inc
204
AssetMark Inc
California
$647K +$51.1K +694 +9%
HFS
205
HL Financial Services
Kentucky
$590K +$590K +8,003 New
CFA
206
Carroll Financial Associates
North Carolina
$556K +$15.1K +205 +3%
Bessemer Group
207
Bessemer Group
New Jersey
$554K – – –
SWM
208
Sequoia Wealth Management
Illinois
$552K +$178K +2,420 +48%
EAM
209
Evanson Asset Management
California
$514K -$235K -3,195 -31%
FTUS
210
Flow Traders U.S.
New York
$508K +$508K +6,891 New
AWM
211
Aevitas Wealth Management
Massachusetts
$495K – – –
VIA
212
Vantage Investment Advisors
Pennsylvania
$489K -$130K -1,760 -21%
IFA
213
Interactive Financial Advisors
Illinois
$489K +$96.4K +1,308 +25%
FNT
214
First National Trust
Pennsylvania
$487K -$771K -10,451 -61%
ADL
215
Asset Dedication LLC
California
$482K -$60K -816 -11%
OAM
216
Oak Asset Management
California
$480K +$60.2K +818 +14%
CA
217
Calton & Associates
Florida
$470K -$29.9K -406 -6%
ATC
218
Argent Trust Co
Tennessee
$464K +$29.4K +398 +7%
LA
219
LexAurum Advisors
Kansas
$456K +$42.5K +576 +10%
FCIM
220
Fairview Capital Investment Management
California
$442K +$44.2K +600 +11%
FFA
221
First Foundation Advisors
California
$439K -$5.67K -77 -1%
Bank of New York Mellon
222
Bank of New York Mellon
New York
$438K +$438K +5,944 New
FHA
223
Flagship Harbor Advisors
Massachusetts
$414K +$31.6K +434 +8%
IAS
224
IMA Advisory Services
Colorado
$412K +$16.1K +219 +4%
GFPC
225
Global Financial Private Capital
Florida
$403K -$80.1K -1,086 -17%
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9
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