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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

428 hedge funds and large institutions have $6.84B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 176 increasing their positions, 132 reducing their positions, and 30 closing their positions.

Holders
428
Holders Change
+16
Holders Change %
+3.88%
% of All Funds
9.28%
Holding in Top 10
61
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.67%
% of All Funds
1.32%
New
55
Increased
176
Reduced
132
Closed
30
Calls
$7.81M
Puts
$530K
Net Calls
+$7.28M
Net Calls Change
+$794K

Top Buyers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$50.4M
2
Ameriprise
2
Ameriprise
Minnesota
$594M
3
Morgan Stanley
3
Morgan Stanley
New York
$337M
4
MMA
4
Miracle Mile Advisors
California
$32.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$168M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$11.6M
2
TWM
2
Tanglewood Wealth Management
Texas
$752K
3
Wells Fargo
3
Wells Fargo
California
$160M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$6.12M
5
CSIA
5
Charles Schwab Investment Advisory
California
$133M
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
201
Anchor Investment Management
South Carolina
$1.73M 24,065 +7,341 +44%
GRP
202
Global Retirement Partners
California
$1.69M 23,445 +1,622 +7%
CBFP
203
Cedar Brook Financial Partners
Ohio
$1.62M 22,442 +111 +0.5%
EWM
204
Executive Wealth Management
Michigan
$1.62M 22,445 +1,889 +9%
PCM
205
Pointe Capital Management
Michigan
$1.6M 22,153 +1,589 +8%
FWP
206
FAS Wealth Partners
Kansas
$1.59M 22,087 -2,645 -11%
ASN
207
Advisory Services Network
Georgia
$1.59M 22,074 -3,577 -14%
CWM
208
Cornerstone Wealth Management
Missouri
$1.54M 12,602 +266 +2%
MWM
209
Merriman Wealth Management
Washington
$1.53M 21,307 -2,041 -9%
FHC
210
First Heartland Consultants
Missouri
$1.5M 20,875 +421 +2%
SCA
211
Stillwater Capital Advisors
Pennsylvania
$1.49M 20,678 -7,409 -26%
RJT
212
Raymond James Trust
Florida
$1.47M 20,436 -449 -2%
CCG
213
Cypress Capital Group
Florida
$1.47M 20,447 +872 +4%
BJ
214
Brouwer & Janachowski
California
$1.41M 19,571 -932 -5%
OC
215
Oppenheimer & Co
New York
$1.4M 19,474 -267 -1%
PP
216
PagnatoKarp Partners
Virginia
$1.36M 18,875 +10,289 +120%
BAC
217
Boys Arnold & Co
North Carolina
$1.36M 18,846 – –
AEPG
218
American Economic Planning Group
New Jersey
$1.33M 18,437 +137 +0.7%
VC
219
Vicus Capital
Pennsylvania
$1.32M 18,376 +18,376 New
PCA
220
Peddock Capital Advisors
Massachusetts
$1.32M 18,266 -5,802 -24%
CCM
221
Crabel Capital Management
California
$1.27M 17,691 +1,414 +9%
MAFM
222
Mid Atlantic Financial Management
Pennsylvania
$1.25M 17,347 -27,618 -61%
PP
223
PDS Planning
Ohio
$1.22M 17,006 +5,025 +42%
BW
224
Biegel & Waller
Maryland
$1.2M 16,609 +2,075 +14%
WB
225
Webster Bank
Connecticut
$1.17M 16,190 -300 -2%
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