EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

480 hedge funds and large institutions have $5.88B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 120 increasing their positions, 215 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+14
Holders Change %
+3%
% of All Funds
7.74%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
81
Increased
120
Reduced
215
Closed
58
Calls
$983K
Puts
–
Net Calls
+$983K
Net Calls Change
+$791K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$492M
2
Jane Street
2
Jane Street
New York
$66.9M
3
SEI Investments
3
SEI Investments
Pennsylvania
$57.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$250M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$137M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.5M
2
Charles Schwab
2
Charles Schwab
California
$24M
3
Bank of America
3
Bank of America
North Carolina
$2.47B
4
BlackRock
4
BlackRock
New York
$325M
5
Ameriprise
5
Ameriprise
Minnesota
$74.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SYBT
226
Stock Yards Bank & Trust
Kentucky
$617K -$147K -2,320 -19%
AWE
227
Avidian Wealth Enterprises
Texas
$596K +$6.68K +105 +1%
CI
228
CX Institutional
Indiana
$591K -$4.47M -70,355 -88%
NA
229
Nottingham Advisors
New York
$589K -$652K -10,258 -53%
PIMG
230
Patriot Investment Management Group
Tennessee
$583K +$133 +2 +0%
WI
231
WrapManager Inc
California
$566K -$145K -2,287 -20%
BWM
232
BCGM Wealth Management
Indiana
$563K -$21.5K -338 -4%
IAN
233
Integrated Advisors Network
Texas
$554K -$41.7K -656 -7%
SG
234
StoneX Group
New York
$551K -$3.56K -56 -0.6%
WFAG
235
Wescott Financial Advisory Group
Pennsylvania
$542K +$122K +1,911 +29%
GWM
236
GDS Wealth Management
Texas
$541K -$40.6K -639 -7%
CIC
237
Carnegie Investment Counsel
Ohio
$540K +$540K +8,495 New
PP
238
PDS Planning
Ohio
$535K +$763 +12 +0.1%
LF
239
Lantz Financial
Illinois
$531K -$65.2K -1,026 -11%
SWP
240
Stratos Wealth Partners
Ohio
$530K -$497K -7,814 -48%
OIA
241
OneDigital Investment Advisors
Kansas
$530K -$21.7K -341 -4%
BDF
242
Black Diamond Financial
Maryland
$528K -$66.4K -1,045 -11%
CPG
243
Cornerstone Planning Group
New Jersey
$527K +$527K +7,957 New
RPCA
244
Running Point Capital Advisors
California
$526K -$203K -3,190 -28%
MFWP
245
Mosaic Family Wealth Partners
Missouri
$521K +$521K +8,193 New
Millennium Management
246
Millennium Management
New York
$519K +$519K +8,156 New
CNBTD
247
Citizens National Bank Trust Department
Mississippi
$513K -$15.6K -245 -3%
BWL
248
Bogart Wealth LLC
Virginia
$510K +$32.8K +516 +7%
AWA
249
Alta Wealth Advisors
Massachusetts
$510K -$18K -283 -3%
CFGS
250
Concourse Financial Group Securities
Alabama
$503K -$178K -2,797 -26%
8 9
10
11 12