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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

345 hedge funds and large institutions have $5.33B invested in iShares MSCI EAFE Min Vol Factor ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 148 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+4
Holders Change %
+1.17%
% of All Funds
7.9%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.08%
New
29
Increased
148
Reduced
109
Closed
25
Calls
$524K
Puts
$961K
Net Calls
-$437K
Net Calls Change
-$128K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$695M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$104M
3
QI
QS Investors
New York
$109M
4
OBWP
O'Brien Wealth Partners
Massachusetts
$49.6M
5
CIC
Cutler Investment Counsel
Oregon
$12.7M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$82.8M
2
UBS Group
UBS Group
Switzerland
$184M
3
CWM
Cornerstone Wealth Management
Missouri
$19.6M
4
LFAS
Level Four Advisory Services
Texas
$11.9M
5
HA
Hamel Associates
New Jersey
$7.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
201
Ameritas Investment Partners
Nebraska
$848K -$8.37K -115 -1%
AWS
202
AJ Wealth Strategies
New York
$829K – – –
APSP
203
Asset Planning Services (Pennsylvania)
Pennsylvania
$826K – – –
BCA
204
Berman Capital Advisors
Georgia
$804K -$395K -5,431 -33%
GFPC
205
Global Financial Private Capital
Florida
$789K +$123K +1,691 +18%
HFS
206
HL Financial Services
Kentucky
$778K +$140K +1,919 +22%
WIM
207
Westside Investment Management
California
$755K +$502K +8,022 +198%
CA
208
Calton & Associates
Florida
$753K +$40.5K +556 +6%
SIAP
209
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$744K -$72.8K -1,000 -9%
TA
210
Townsend & Associates
Colorado
$684K -$240K -3,295 -26%
AA
211
Ancora Advisors
Ohio
$674K +$23.4K +322 +4%
SXL
212
Summit X LLC
Missouri
$660K -$101K -1,402 -13%
SWM
213
Sequoia Wealth Management
Illinois
$647K -$35K -481 -5%
OAM
214
Oak Asset Management
California
$616K +$29.4K +404 +5%
CFA
215
Carroll Financial Associates
North Carolina
$609K +$20K +275 +3%
LC
216
LCNB Corp
Ohio
$600K +$600K +8,236 New
AssetMark Inc
217
AssetMark Inc
California
$595K -$83.5K -1,147 -12%
Bank of New York Mellon
218
Bank of New York Mellon
New York
$594K +$161K +2,215 +37%
IFA
219
Interactive Financial Advisors
Illinois
$549K -$21K -289 -4%
BRF
220
B. Riley Financial
California
$548K -$125K -1,711 -19%
SWM
221
SVA Wealth Management
Wisconsin
$542K -$22K -302 -4%
ADL
222
Asset Dedication LLC
California
$511K -$64.3K -881 -11%
CNBT
223
Canandaigua National Bank & Trust
New York
$509K +$509K +6,994 New
PFS
224
Prospera Financial Services
Texas
$508K -$129K -1,810 -20%
JFG
225
JMG Financial Group
Illinois
$500K -$376K -5,166 -43%
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