EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

466 hedge funds and large institutions have $5.33B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 226 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-54
Holders Change %
-10.38%
% of All Funds
8.06%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.4%
New
31
Increased
116
Reduced
226
Closed
76
Calls
$192K
Puts
–
Net Calls
+$192K
Net Calls Change
-$30K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.26B
2
BlackRock
2
BlackRock
New York
$335M
3
AL
3
Aspiriant LLC
California
$32.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$209M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$108M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$309M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$124M
4
GWM
4
Geneos Wealth Management
Colorado
$9.77M
5
Ameriprise
5
Ameriprise
Minnesota
$91.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SYBT
226
Stock Yards Bank & Trust
Kentucky
$686K +$57K +1,000 +9%
ASN
227
Advisory Services Network
Georgia
$684K +$16.6K +292 +2%
ECM
228
Evergreen Capital Management
Washington
$683K -$18.8K -330 -3%
FG
229
Foster Group
Iowa
$660K +$114K +2,003 +21%
RPCA
230
Running Point Capital Advisors
California
$653K -$419K -7,351 -39%
Susquehanna International Group
231
Susquehanna International Group
Pennsylvania
$639K -$566K -9,936 -47%
WI
232
WrapManager Inc
California
$638K +$19.2K +336 +3%
AF
233
Allworth Financial
California
$614K -$103K -1,801 -14%
CFGS
234
Concourse Financial Group Securities
Alabama
$610K -$35.3K -619 -5%
AIP
235
Ameritas Investment Partners
Nebraska
$606K -$14.2K -250 -2%
DWM
236
Defined Wealth Management
Oregon
$603K +$2.23K +39 +0.4%
GPA
237
Guidance Point Advisors
Massachusetts
$597K – – –
SI
238
Stephens Inc
Arkansas
$559K +$342K +6,000 +158%
PFS
239
Prospera Financial Services
Texas
$544K +$148K +2,601 +37%
PPP
240
Private Portfolio Partners
New Jersey
$539K -$194K -3,398 -26%
BWM
241
BCGM Wealth Management
Indiana
$535K -$35.2K -604 -6%
LF
242
Lantz Financial
Illinois
$535K +$282K +4,950 +112%
IAN
243
Integrated Advisors Network
Texas
$534K +$18.6K +327 +4%
BDF
244
Black Diamond Financial
Maryland
$533K – – –
HI
245
Horizon Investments
North Carolina
$532K -$89.7K -1,573 -14%
HNWAG
246
High Net Worth Advisory Group
Florida
$532K -$18.5K -325 -3%
CA
247
CGN Advisors
Kansas
$530K – – –
AWE
248
Avidian Wealth Enterprises
Texas
$528K +$53K +930 +11%
GWM
249
GDS Wealth Management
Texas
$521K -$25.1K -440 -5%
BOPW
250
Brandywine Oak Private Wealth
Pennsylvania
$514K -$13.8K -242 -3%
8 9
10
11 12