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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

472 hedge funds and large institutions have $5.97B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 167 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.44%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
47
Increased
167
Reduced
183
Closed
43
Calls
$878K
Puts
–
Net Calls
+$878K
Net Calls Change
-$110K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$665M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$202M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$322M
4
Amundi
Amundi
France
$15.9M
5
BlackRock
BlackRock
New York
$344M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.09B
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$3.59M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$645K
4
HNB
Huntington National Bank
Ohio
$11.5M
5
SAM
Securian Asset Management
Minnesota
$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Toronto Dominion Bank
226
Toronto Dominion Bank
Ontario, Canada
$645K -$11.3M -167,103 -95%
SYBT
227
Stock Yards Bank & Trust
Kentucky
$620K -$78K -1,156 -11%
NA
228
Nottingham Advisors
New York
$613K +$1.35K +20 +0.2%
BBW
229
Blue Barn Wealth
Utah
$606K -$79.1K -1,172 -12%
EFS
230
Essex Financial Services
Connecticut
$592K +$96.3K +1,427 +19%
AG
231
Ascent Group
Virginia
$588K -$256K -3,783 -30%
T
232
TCWP
Ohio
$587K -$37.7K -558 -6%
CGFA
233
Colton Groome Financial Advisors
North Carolina
$586K -$63K -933 -10%
Lido Advisors
234
Lido Advisors
California
$585K +$135K +2,006 +30%
Corient Private Wealth
235
Corient Private Wealth
Florida
$585K -$81.3K -1,205 -12%
FA
236
FDx Advisors
Illinois
$577K +$577K +8,542 New
BDFN
237
Bond & Devick Financial Network
Minnesota
$575K -$67.5K -1,000 -11%
Squarepoint
238
Squarepoint
New York
$570K +$570K +8,438 New
CTWM
239
Cherry Tree Wealth Management
Minnesota
$565K +$565K +8,367 New
Millennium Management
240
Millennium Management
New York
$562K -$4.63M -68,658 -89%
WFAG
241
Wescott Financial Advisory Group
Pennsylvania
$562K +$14K +207 +3%
IAN
242
Integrated Advisors Network
Texas
$558K -$7.02K -104 -1%
LF
243
Lantz Financial
Illinois
$551K -$13.4K -199 -2%
BDF
244
Black Diamond Financial
Maryland
$546K – – –
BWL
245
Bogart Wealth LLC
Virginia
$546K – – –
CNBTD
246
Citizens National Bank Trust Department
Mississippi
$541K – – –
CPG
247
Cornerstone Planning Group
New Jersey
$538K +$538K +7,977 New
PP
248
PDS Planning
Ohio
$537K +$1.89K +28 +0.4%
BWM
249
BCGM Wealth Management
Indiana
$534K +$170K +2,516 +47%
BW
250
Bison Wealth
Georgia
$533K +$533K +7,896 New
8 9
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