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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

468 hedge funds and large institutions have $6.05B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 212 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
-4
Holders Change %
-0.85%
% of All Funds
7.46%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
47
Increased
111
Reduced
212
Closed
44
Calls
$698K
Puts
$522K
Net Calls
+$176K
Net Calls Change
-$702K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$161M
2
Bank of America
Bank of America
North Carolina
+$60.3M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$33M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$31M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$29M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$16.8M
2
LS
Liquid Strategies
Georgia
-$13.3M
3
S
SimplyRich
California
-$12.2M
4
HNB
Huntington National Bank
Ohio
-$11.5M
5
BlackRock
BlackRock
New York
-$8.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
226
Versant Capital Management
Arizona
$685K +$685K +10,500 New
ECM
227
Evergreen Capital Management
Washington
$680K +$1.3K +20 +0.2%
SI
228
Stephens Inc
Arkansas
$635K +$2.28K +35 +0.4%
Lido Advisors
229
Lido Advisors
California
$631K +$65.7K +1,008 +12%
MA
230
MONECO Advisors
Connecticut
$604K -$213K -3,273 -26%
HP
231
Hilltop Partners
Indiana
$599K -$88.2K -1,353 -13%
Corient Private Wealth
232
Corient Private Wealth
Florida
$587K +$22.3K +342 +4%
WFAG
233
Wescott Financial Advisory Group
Pennsylvania
$584K +$41.5K +636 +8%
AFO
234
Arrowroot Family Office
California
$575K +$182K +2,794 +46%
PIMG
235
Patriot Investment Management Group
Tennessee
$575K -$135K -2,067 -19%
BBW
236
Blue Barn Wealth
Utah
$574K -$10.9K -167 -2%
NA
237
Nottingham Advisors
New York
$567K -$25.8K -395 -4%
KFGK
238
Keystone Financial Group (Kentucky)
Kentucky
$558K -$157K -2,407 -22%
IA
239
IFG Advisory
Georgia
$553K +$553K +8,476 New
CWM
240
Cornerstone Wealth Management
Missouri
$547K +$36.1K +554 +7%
CTWM
241
Cherry Tree Wealth Management
Minnesota
$546K – – –
T
242
TCWP
Ohio
$544K -$22.9K -351 -4%
AIP
243
Ameritas Investment Partners
Nebraska
$543K -$130K -2,000 -19%
KWM
244
Kingsview Wealth Management
Oregon
$540K +$224K +3,429 +71%
BDF
245
Black Diamond Financial
Maryland
$528K – – –
BWL
246
Bogart Wealth LLC
Virginia
$527K – – –
EFS
247
Essex Financial Services
Connecticut
$524K -$48.7K -746 -9%
LF
248
Lantz Financial
Illinois
$520K -$11.7K -180 -2%
IAN
249
Integrated Advisors Network
Texas
$516K -$23K -353 -4%
BW
250
Bison Wealth
Georgia
$515K -$261 -4 -0.1%
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