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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

450 hedge funds and large institutions have $7.36B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 210 increasing their positions, 123 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
+15
Holders Change %
+3.45%
% of All Funds
9.88%
Holding in Top 10
66
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10%
% of All Funds
1.45%
New
46
Increased
210
Reduced
123
Closed
28
Calls
$7.53M
Puts
–
Net Calls
+$7.53M
Net Calls Change
+$1.42M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$178M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$72.1M
3
SIRP
Shelter Insurance Retirement Plan
Missouri
+$60.4M
4
PI
PFS Investments
Georgia
+$39M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$33.1M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$190M
2
TWM
Tanglewood Wealth Management
Texas
-$28.1M
3
Bank of America
Bank of America
North Carolina
-$24.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.9M
5
GGI
Godsey & Gibb Inc
Virginia
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
201
Madrona Financial Services
Washington
$2.19M +$12.5K +170 +0.6%
MF
202
Madrona Funds
Washington
$2.19M +$2.19M +29,827 New
CCMG
203
Clark Capital Management Group
Pennsylvania
$2.17M -$270K -3,683 -11%
PAS
204
Partnervest Advisory Services
California
$2.16M +$80.2K +1,094 +4%
AIM
205
Anchor Investment Management
South Carolina
$2.11M +$72.9K +995 +4%
PCM
206
Pointe Capital Management
Michigan
$2.1M +$293 +4 +0%
CC
207
Courier Capital
New York
$2.09M +$48.5K +669 +2%
FMWA
208
Forvis Mazars Wealth Advisors
Missouri
$2.06M +$165K +2,253 +9%
1WA
209
180 Wealth Advisors
Washington
$2.04M -$211K -2,867 -9%
SP
210
Symmetry Partners
Connecticut
$1.98M -$61.8K -843 -3%
ACA
211
Anchor Capital Advisors
Massachusetts
$1.94M +$52K +710 +3%
SAM
212
Sawgrass Asset Management
Florida
$1.89M – – –
Cetera Investment Advisers
213
Cetera Investment Advisers
Illinois
$1.88M -$516K -7,041 -22%
MWP
214
MYCIO Wealth Partners
Pennsylvania
$1.87M – – –
SFS
215
Sowell Financial Services
Arkansas
$1.8M +$1.8M +24,525 New
AP
216
Appleton Partners
Massachusetts
$1.78M -$165K -2,249 -8%
CFD
217
Creative Financial Designs
Indiana
$1.76M +$296K +4,115 +20%
GTAM
218
Global Trust Asset Management
Florida
$1.75M -$204K -2,781 -10%
FFA
219
Fragasso Financial Advisors
Pennsylvania
$1.73M -$23.2K -316 -1%
FHC
220
First Heartland Consultants
Missouri
$1.71M +$33.9K +463 +2%
FWP
221
FAS Wealth Partners
Kansas
$1.69M +$42.4K +579 +3%
CBFP
222
Cedar Brook Financial Partners
Ohio
$1.66M +$88.3K +1,205 +6%
DAS
223
Dynamic Advisor Solutions
Arizona
$1.61M -$24.6K -336 -2%
HIMCH
224
Hartford Investment Management Co (HIMCO)
Connecticut
$1.61M +$929K +12,685 +137%
AEPG
225
American Economic Planning Group
New Jersey
$1.58M +$224K +3,051 +17%
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