EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

562 hedge funds and large institutions have $6.18B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 147 increasing their positions, 272 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-24
Holders Change %
-4.1%
% of All Funds
9.9%
Holding in Top 10
52
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-27.78%
% of All Funds
0.92%
New
41
Increased
147
Reduced
272
Closed
59
Calls
$7.63M
Puts
$593K
Net Calls
+$7.03M
Net Calls Change
-$1.17M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$454M
2
Citadel Advisors
Citadel Advisors
Florida
$71M
3
HI
Horizon Investments
North Carolina
$54.1M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$23.3M
5
Charles Schwab
Charles Schwab
California
$117M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$217M
2
Bank of America
Bank of America
North Carolina
$666M
3
MFG
Merit Financial Group
Georgia
$13.8M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$273M
5
Morgan Stanley
Morgan Stanley
New York
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
226
Quest Capital Management
Texas
$1.97M -$571K -7,823 -22%
VWA
227
Visionary Wealth Advisors
Illinois
$1.97M -$70.4K -965 -3%
FHA
228
Flagship Harbor Advisors
Massachusetts
$1.89M +$1.75K +24 +0.1%
HPWM
229
High Pines Wealth Management
Massachusetts
$1.86M -$35.5K -486 -2%
FFA
230
Fragasso Financial Advisors
Pennsylvania
$1.82M +$91.9K +1,259 +5%
TFA
231
Tranquilli Financial Advisor
New Jersey
$1.82M +$80.1K +1,097 +5%
SAM
232
Sawgrass Asset Management
Florida
$1.77M – – –
AI
233
Atria Investments
North Carolina
$1.76M -$8.24M -112,936 -82%
Brown Advisory
234
Brown Advisory
Maryland
$1.75M -$142K -1,950 -8%
BSSFA
235
Baron Silver Stevens Financial Advisors
Florida
$1.73M -$57.6K -789 -3%
SWA
236
Sax Wealth Advisors
New Jersey
$1.69M +$103K +1,410 +6%
CBFP
237
Cedar Brook Financial Partners
Ohio
$1.67M +$7.08K +97 +0.4%
FA
238
FMA Advisory
Pennsylvania
$1.67M -$45.6K -625 -3%
FFS
239
Founders Financial Securities
Maryland
$1.65M -$936K -12,824 -36%
SFS
240
Sowell Financial Services
Arkansas
$1.59M -$337K -4,485 -17%
CW
241
CreativeOne Wealth
Kansas
$1.57M +$43.4K +594 +3%
AWA
242
Acorn Wealth Advisors
Michigan
$1.56M -$320K -4,377 -17%
TA
243
Townsend & Associates
Colorado
$1.56M +$104K +1,424 +7%
PCMC
244
Private Capital Management (Colorado)
Colorado
$1.53M -$30.9K -424 -2%
JWCA
245
J.W. Cole Advisors
Florida
$1.52M -$302K -4,141 -17%
Barclays
246
Barclays
United Kingdom
$1.52M +$1.42M +19,388 +1,404%
SAG
247
Spotlight Asset Group
Illinois
$1.5M +$111K +1,519 +8%
CF
248
Centaurus Financial
California
$1.48M -$234K -3,212 -14%
KCA
249
Karn Couzens & Associates
Connecticut
$1.43M -$101K -1,389 -7%
SMG
250
Smart Money Group
Texas
$1.42M -$3.87M -52,981 -73%
8 9
10
11 12