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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

111 hedge funds and large institutions have $786M invested in iShares MSCI EAFE Min Vol Factor ETF in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
111
Holders Change
+19
Holders Change %
+20.65%
% of All Funds
2.96%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.24%
New
31
Increased
53
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$37.1M
2
Bank of America
2
Bank of America
North Carolina
$51.7M
3
KWILP
3
Kiwi Wealth Investments Limited Partnership
New Zealand
$30.9M
4
LPL Financial
4
LPL Financial
California
$18.6M
5
BWA
5
Burt Wealth Advisors
Maryland
$14.6M

Top Sellers

1
AC
1
Allstate Corporation
Illinois
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$327K
3
Jane Street
3
Jane Street
New York
$947K
4
SG Americas Securities
4
SG Americas Securities
New York
$568K
5
Goldman Sachs
5
Goldman Sachs
New York
$382K
Name Market Value Shares Shares
Change 		Shares
Change %
BIT
1
BlackRock Institutional Trust
California
$119M 1,932,520 +30,356 +2%
WIM
2
Windhaven Investment Management
Massachusetts
$54.8M 887,650 -43,603 -5%
Bank of America
3
Bank of America
North Carolina
$51.7M 837,575 +319,703 +62%
Morgan Stanley
4
Morgan Stanley
New York
$43.2M 700,176 +145,574 +26%
BlackRock
5
BlackRock
New York
$41.7M 675,404 +56,658 +9%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$37.2M 596,834 -19,237 -3%
UBS Group
7
UBS Group
Switzerland
$37.1M 601,044 +601,044 New
KWILP
8
Kiwi Wealth Investments Limited Partnership
New Zealand
$30.9M 501,408 +278,784 +125%
BG
9
BlackRock Group
United Kingdom
$29.2M 472,692 +12,371 +3%
LPL Financial
10
LPL Financial
California
$18.6M 300,781 +236,357 +367%
Wells Fargo
11
Wells Fargo
California
$15.5M 252,015 +76,217 +43%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15.5M 251,239 +171,882 +217%
BWA
13
Burt Wealth Advisors
Maryland
$14.6M 235,885 +235,885 New
FAAM
14
First Allied Asset Management
California
$14M 227,630 +112,504 +98%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$13.7M 222,712 +116,213 +109%
GT
16
Glenmede Trust
Pennsylvania
$13.2M 214,746 +214,746 New
NA
17
Nottingham Advisors
New York
$13.1M 211,992 +2,752 +1%
EC
18
Estate Counselors
Wisconsin
$12.4M 200,690 +60,690 +43%
BCI
19
Brinker Capital Investments
Pennsylvania
$12.2M 198,088 +148,014 +296%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$12M 193,738 +5,286 +3%
LI
21
LVZ Inc
Michigan
$11.8M 190,751 +15,343 +9%
FM
22
Foster & Motley
Ohio
$10.4M 167,756 +7,246 +5%
QA
23
Quantitative Advantage
Minnesota
$9.16M 148,452 +148,452 New
AllianceBernstein
24
AllianceBernstein
Tennessee
$7.77M 125,850 +550 +0.4%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$7.53M 121,999 +85,833 +237%
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