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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 %
WF
251
Warner Financial
Maryland
$510K – – –
EFS
252
Essex Financial Services
Connecticut
$500K -$56K -981 -10%
PIMG
253
Patriot Investment Management Group
Tennessee
$498K +$66.3K +1,163 +15%
SG
254
StoneX Group
New York
$497K -$223K -3,903 -31%
OIA
255
OneDigital Investment Advisors
Kansas
$494K -$18.5K -325 -4%
ONB
256
Old National Bancorp
Indiana
$483K -$52.5K -922 -10%
IA
257
IFG Advisory
Georgia
$480K +$3.47K +61 +0.7%
PP
258
PDS Planning
Ohio
$479K -$85.8K -1,506 -15%
PA
259
Prism Advisors
California
$478K -$3.95M -69,386 -89%
CNBTD
260
Citizens National Bank Trust Department
Mississippi
$474K -$41.3K -725 -8%
FFS
261
Founders Financial Securities
Maryland
$473K -$84.6K -1,482 -15%
AWA
262
Alta Wealth Advisors
Massachusetts
$473K -$1.71K -30 -0.4%
PCA
263
Pallas Capital Advisors
Massachusetts
$467K -$91.3K -1,583 -16%
SSC
264
Syverson Strege & Co
Iowa
$465K -$23K -403 -5%
WWA
265
WCG Wealth Advisors
Nevada
$462K +$462K +8,100 New
FHA
266
Flagship Harbor Advisors
Massachusetts
$460K +$4.39K +77 +1%
FFN
267
Focus Financial Network
Minnesota
$455K -$258K -4,523 -36%
PCFFS
268
Pacific Center for Financial Services
California
$443K – – –
CF
269
Centaurus Financial
California
$441K -$55.8K -979 -11%
PWM
270
Penobscot Wealth Management
Maine
$438K – – –
BWL
271
Bogart Wealth LLC
Virginia
$428K – – –
HI
272
Harbour Investments
Wisconsin
$408K – – –
AAS
273
Ameritas Advisory Services
Nebraska
$407K -$14.9K -261 -4%
GW
274
GW & Wade
Massachusetts
$402K -$112K -1,962 -22%
WWM
275
Western Wealth Management
Colorado
$401K +$85.7K +1,508 +27%
9 10
11
12 13