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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 %
CNBTD
251
Citizens National Bank Trust Department
Mississippi
$512K -$11.1K -170 -2%
Thrivent Financial for Lutherans
252
Thrivent Financial for Lutherans
Minnesota
$511K +$13.6K +208 +3%
PCFFS
253
Pacific Center for Financial Services
California
$510K – – –
RPCA
254
Running Point Capital Advisors
California
$506K – – –
SG
255
StoneX Group
New York
$503K +$32.4K +496 +7%
TFA
256
Tranquilli Financial Advisor
New Jersey
$497K +$20.8K +319 +4%
AWA
257
Alta Wealth Advisors
Massachusetts
$478K -$1.96K -30 -0.4%
AG
258
Ascent Group
Virginia
$471K -$93K -1,434 -16%
PA
259
PFG Advisors
Arizona
$469K -$404K -6,196 -46%
CGFA
260
Colton Groome Financial Advisors
North Carolina
$463K -$103K -1,586 -18%
EAM
261
Evanson Asset Management
California
$459K – – –
KPWS
262
Kestra Private Wealth Services
Texas
$453K -$15.7K -241 -3%
Franklin Resources
263
Franklin Resources
California
$449K +$215K +3,298 +92%
OIA
264
OneDigital Investment Advisors
Kansas
$445K -$43.6K -669 -9%
PP
265
PDS Planning
Ohio
$419K -$99.5K -1,526 -19%
FA
266
Fiduciary Alliance
South Carolina
$418K +$215K +3,303 +106%
LNC
267
Lincoln National Corp
Pennsylvania
$418K -$24.3K -373 -6%
GWM
268
GDS Wealth Management
Texas
$414K -$36.3K -557 -8%
BSW
269
Buckingham Strategic Wealth
Missouri
$408K +$3.78K +58 +0.9%
SPC
270
Sigma Planning Corp
Michigan
$403K -$248K -3,805 -38%
Qube Research & Technologies (QRT)
271
Qube Research & Technologies (QRT)
United Kingdom
$396K +$335K +5,138 +547%
MCA
272
Magnolia Capital Advisors
Mississippi
$396K +$383 +6 +0.1%
HWP
273
Hibernia Wealth Partners
Louisiana
$391K +$391K +6,001 New
TB
274
Treynor Bancshares
Iowa
$389K -$326 -5 -0.1%
BWM
275
BCGM Wealth Management
Indiana
$388K -$128K -1,966 -25%
9 10
11
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