EFAV icon

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 %
CWM
251
Cornerstone Wealth Management
Missouri
$529K +$529K +7,833 New
PCFFS
252
Pacific Center for Financial Services
California
$527K +$6.14K +91 +1%
PD
253
Planning Directions
Pennsylvania
$526K -$71.7K -1,063 -12%
RPCA
254
Running Point Capital Advisors
California
$524K – – –
PFS
255
Prospera Financial Services
Texas
$510K +$66K +978 +15%
Thrivent Financial for Lutherans
256
Thrivent Financial for Lutherans
Minnesota
$510K -$172K -2,569 -25%
OIA
257
OneDigital Investment Advisors
Kansas
$506K -$47.5K -704 -9%
AWA
258
Alta Wealth Advisors
Massachusetts
$497K -$43K -637 -8%
CW
259
CreativeOne Wealth
Kansas
$493K -$162K -2,408 -25%
TFA
260
Tranquilli Financial Advisor
New Jersey
$492K +$61.9K +917 +14%
SG
261
StoneX Group
New York
$486K -$32.5K -481 -6%
SB
262
Strategic Blueprint
Georgia
$486K +$2.63K +39 +0.5%
SFS
263
Security Financial Services
Indiana
$486K +$486K +7,195 New
KPWS
264
Kestra Private Wealth Services
Texas
$485K +$154K +2,284 +47%
EAM
265
Evanson Asset Management
California
$475K +$1.08K +16 +0.2%
SIM
266
Stratos Investment Management
Ohio
$468K +$81.6K +1,209 +21%
GWM
267
GDS Wealth Management
Texas
$466K -$24.9K -369 -5%
William Blair & Company
268
William Blair & Company
Illinois
$464K +$98.9K +1,465 +27%
LNC
269
Lincoln National Corp
Pennsylvania
$458K -$170K -2,523 -27%
FHA
270
Flagship Harbor Advisors
Massachusetts
$432K -$56.6K -839 -12%
MCA
271
Magnolia Capital Advisors
Mississippi
$418K -$12.6K -187 -3%
BSW
272
Buckingham Strategic Wealth
Missouri
$418K -$86.9K -1,287 -17%
AFO
273
Arrowroot Family Office
California
$407K +$407K +6,028 New
FPAS
274
Focus Partners Advisor Solutions
Missouri
$406K +$406K +6,007 New
GIA
275
Gladstone Institutional Advisory
Florida
$404K +$11.6K +172 +3%
9 10
11
12 13