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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

341 hedge funds and large institutions have $4.8B invested in iShares MSCI EAFE Min Vol Factor ETF in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 147 increasing their positions, 112 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+8
Holders Change %
+2.4%
% of All Funds
7.82%
Holding in Top 10
45
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.03%
New
35
Increased
147
Reduced
112
Closed
25
Calls
–
Puts
$309K
Net Calls
-$309K
Net Calls Change
-$948K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$151M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$109M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29.9M
4
Ameriprise
Ameriprise
Minnesota
+$29.7M
5
CWM
Cornerstone Wealth Management
Missouri
+$26.5M

Top Sellers

1
Jane Street
Jane Street
New York
-$39.5M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$21.8M
3
Wells Fargo
Wells Fargo
California
-$21M
4
PAG
Private Advisor Group
New Jersey
-$10.3M
5
VF
Virtu Financial
New York
-$9.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
201
Centaurus Financial
California
$685K -$17.4K -245 -2%
AssetMark Inc
202
AssetMark Inc
California
$663K +$38.4K +540 +6%
BRF
203
B. Riley Financial
California
$657K +$28.9K +407 +5%
SWM
204
Sequoia Wealth Management
Illinois
$657K +$130K +1,859 +25%
GFPC
205
Global Financial Private Capital
Florida
$650K +$261K +3,676 +67%
PFS
206
Prospera Financial Services
Texas
$640K -$105K -1,473 -14%
AA
207
Ancora Advisors
Ohio
$636K -$8.18K -115 -1%
HFS
208
HL Financial Services
Kentucky
$624K +$54.6K +767 +10%
DAS
209
Dynamic Advisor Solutions
Arizona
$623K -$10.7K -151 -2%
HIMCH
210
Hartford Investment Management Co (HIMCO)
Connecticut
$593K +$593K +8,336 New
CFA
211
Carroll Financial Associates
North Carolina
$576K +$38.8K +545 +7%
OAM
212
Oak Asset Management
California
$573K +$109K +1,534 +24%
ADL
213
Asset Dedication LLC
California
$562K +$95.3K +1,337 +20%
IFA
214
Interactive Financial Advisors
Illinois
$557K +$84.7K +1,191 +18%
OMC
215
Old Mission Capital
Illinois
$553K -$728K -10,235 -57%
SWM
216
SVA Wealth Management
Wisconsin
$551K -$306K -4,305 -36%
Bessemer Group
217
Bessemer Group
New Jersey
$550K +$15.1K +212 +3%
EAM
218
Evanson Asset Management
California
$506K +$9.74K +137 +2%
FMC
219
First Merchants Corp
Indiana
$501K -$131K -1,850 -21%
NB
220
Northwest Bancshares
Pennsylvania
$485K -$186K -2,612 -28%
AWM
221
Aevitas Wealth Management
Massachusetts
$480K +$2.56K +36 +0.5%
FNT
222
First National Trust
Pennsylvania
$463K -$7.12K -100 -2%
VIA
223
Vantage Investment Advisors
Pennsylvania
$455K -$17.4K -244 -4%
FCAG
224
First Capital Advisors Group
New Jersey
$452K -$468K -6,570 -51%
ATC
225
Argent Trust Co
Tennessee
$447K – – –
7 8
9
10 11