EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

470 hedge funds and large institutions have $4.38B invested in iShares MSCI EAFE Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 181 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-3
Holders Change %
-0.63%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
58
Increased
130
Reduced
181
Closed
50
Calls
$509K
Puts
$7K
Net Calls
+$502K
Net Calls Change
+$502K

Top Buyers

1
WBG
Wharton Business Group
Pennsylvania
$118M
2
Bank of America
Bank of America
North Carolina
$1.62B
3
WIA
World Investment Advisors
California
$4.14M
4
KWM
Kingsview Wealth Management
Oregon
$3.42M
5
SFA
Sequoia Financial Advisors
Ohio
$3.35M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$738M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$121M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$49.2M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
226
J.W. Cole Advisors
Florida
$470K -$1.27K -18 -0.3%
WFM
227
Wolff Financial Management
Michigan
$470K -$34.9K -493 -7%
EAM
228
Evanson Asset Management
California
$467K +$283 +4 +0.1%
Qube Research & Technologies (QRT)
229
Qube Research & Technologies (QRT)
United Kingdom
$462K -$1.52M -21,554 -77%
PCA
230
Pallas Capital Advisors
Massachusetts
$458K – – –
PFS
231
Prospera Financial Services
Texas
$451K +$4.1K +58 +0.9%
CNBTD
232
Citizens National Bank Trust Department
Mississippi
$450K -$7.43K -105 -2%
Bank of New York Mellon
233
Bank of New York Mellon
New York
$444K -$1M -14,201 -69%
Thrivent Financial for Lutherans
234
Thrivent Financial for Lutherans
Minnesota
$442K -$405K -5,494 -48%
AI
235
Atria Investments
North Carolina
$441K +$88K +1,245 +25%
Bessemer Group
236
Bessemer Group
New Jersey
$438K +$438K +6,194 New
CP
237
Creekside Partners
California
$433K +$4.38K +62 +1%
Goldman Sachs
238
Goldman Sachs
New York
$432K – – –
William Blair & Company
239
William Blair & Company
Illinois
$431K -$16.4K -232 -4%
PAS
240
Park Avenue Securities
New York
$430K -$374K -5,293 -47%
CTWM
241
Cherry Tree Wealth Management
Minnesota
$430K -$35.1K -496 -8%
IWS
242
Insight Wealth Strategies
California
$428K -$39.9K -564 -9%
AWA
243
Alaska Wealth Advisors
Alaska
$427K -$42.3K -598 -9%
BWM
244
BCGM Wealth Management
Indiana
$410K -$5.94K -84 -1%
FPAS
245
Focus Partners Advisor Solutions
Missouri
$409K -$39.2K -554 -9%
VCP
246
Verus Capital Partners
Arizona
$406K -$153K -2,166 -27%
JIC
247
Johnson Investment Counsel
Ohio
$404K +$51.8K +732 +15%
EL
248
EWA LLC
Pennsylvania
$402K -$130K -1,841 -24%
PB
249
Pinnacle Bancorp
Nebraska
$401K – – –
OIA
250
OneDigital Investment Advisors
Kansas
$396K -$29.3K -414 -7%
8 9
10
11 12