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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

547 hedge funds and large institutions have $6.76B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 186 increasing their positions, 226 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
-15
Holders Change %
-2.67%
% of All Funds
12.08%
Holding in Top 10
85
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.49%
% of All Funds
1.88%
New
79
Increased
186
Reduced
226
Closed
89
Calls
$6.37M
Puts
$205K
Net Calls
+$6.16M
Net Calls Change
-$1.42M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$132M
2
Charles Schwab
Charles Schwab
California
+$98.9M
3
WPW
Waldron Private Wealth
Pennsylvania
+$43.9M
4
RIG
RiverFront Investment Group
Virginia
+$42.3M
5
FBFS
First Business Financial Services
Wisconsin
+$39.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$126M
2
CSIA
Charles Schwab Investment Advisory
California
-$124M
3
Ameriprise
Ameriprise
Minnesota
-$103M
4
Bank of America
Bank of America
North Carolina
-$71.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
201
Global Retirement Partners
California
$2.85M -$487K -7,857 -15%
GVAG
202
Great Valley Advisor Group
Delaware
$2.84M -$207K -3,334 -7%
EFL
203
ERn Financial LLC
Wisconsin
$2.76M +$142K +2,293 +5%
CFO
204
CVA Family Office
Colorado
$2.76M -$1.05M -16,851 -28%
ACA
205
Anchor Capital Advisors
Massachusetts
$2.73M +$777K +12,515 +40%
AWA
206
Acorn Wealth Advisors
Michigan
$2.66M -$1.17M -19,123 -31%
AWA
207
ARQ Wealth Advisors
Arizona
$2.65M +$2.65M +42,646 New
TWA
208
Tillar-Wenstrup Advisors
Ohio
$2.63M +$158K +2,539 +6%
HR
209
Hardy Reed
Mississippi
$2.61M – – –
William Blair & Company
210
William Blair & Company
Illinois
$2.59M +$219K +3,527 +9%
VCP
211
Verus Capital Partners
Arizona
$2.54M +$57K +918 +2%
CIBC World Market
212
CIBC World Market
Ontario, Canada
$2.53M +$536K +8,634 +27%
FEG
213
Fund Evaluation Group
Ohio
$2.5M – – –
AL
214
Aspiriant LLC
California
$2.5M -$840K -13,539 -25%
MWA
215
MFA Wealth Advisors
Pennsylvania
$2.49M +$2.49M +40,053 New
APA
216
American Portfolios Advisors
New York
$2.46M -$118K -1,896 -5%
NF
217
Nikulski Financial
Iowa
$2.45M -$344K -5,546 -12%
LFGH
218
Lee Financial Group Hawaii
Hawaii
$2.36M -$3.35K -54 -0.1%
SIC
219
Samalin Investment Counsel
New York
$2.32M +$58.1K +936 +3%
CSPIA
220
Cary Street Partners Investment Advisory
Virginia
$2.28M +$2.04M +32,844 +846%
CC
221
Courier Capital
New York
$2.24M +$233K +3,712 +12%
HC
222
HNP Capital
New York
$2.24M +$2.24M +35,664 New
QCM
223
Quest Capital Management
Texas
$2.24M +$117K +1,882 +6%
1832 Asset Management
224
1832 Asset Management
Ontario, Canada
$2.16M +$2.16M +47,813 New
PW
225
Price Wealth
Texas
$2.15M +$1.99M +32,031 +1,194%
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