EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

484 hedge funds and large institutions have $6.31B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 120 increasing their positions, 221 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+16
Holders Change %
+3.42%
% of All Funds
7.1%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.21%
New
68
Increased
120
Reduced
221
Closed
45
Calls
$340K
Puts
$7K
Net Calls
+$333K
Net Calls Change
+$157K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$956M
2
Morgan Stanley
Morgan Stanley
New York
$336M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$278M
4
WBG
Wharton Business Group
Pennsylvania
$139M
5
S
SimplyRich
California
$13M

Top Sellers

1
BL
Balentine LLC
Georgia
$2.2M
2
Bank of America
Bank of America
North Carolina
$2.17B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$25.1M
4
Osaic Holdings
Osaic Holdings
Arizona
$18.8M
5
OPAM
Ocean Park Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFP
251
Traction Financial Partners
Wyoming
$478K +$478K +6,894 New
Franklin Resources
252
Franklin Resources
California
$477K – – –
IFA
253
Interactive Financial Advisors
Illinois
$471K +$134K +1,569 +40%
SIM
254
Stratos Investment Management
Ohio
$456K -$565K -8,153 -55%
EAM
255
Evanson Asset Management
California
$453K -$35.1K -506 -7%
KFGK
256
Keystone Financial Group (Kentucky)
Kentucky
$450K -$143K -2,067 -24%
GIS
257
Grayhawk Investment Strategies
Alberta, Canada
$444K -$12.7M -183,257 -97%
PCFFS
258
Pacific Center for Financial Services
California
$439K -$103K -1,483 -19%
EFL
259
ERn Financial LLC
Wisconsin
$437K -$1.11M -16,133 -72%
AG
260
Ascent Group
Virginia
$435K -$61.1K -894 -12%
KPWS
261
Kestra Private Wealth Services
Texas
$418K -$63.6K -917 -13%
BWM
262
BCGM Wealth Management
Indiana
$415K +$3.19K +46 +0.8%
TB
263
Treynor Bancshares
Iowa
$414K +$555 +8 +0.1%
MCA
264
Magnolia Capital Advisors
Mississippi
$412K -$16.5K -239 -4%
LNC
265
Lincoln National Corp
Pennsylvania
$405K -$38.7K -558 -9%
TCPWM
266
Traverso Chambers Private Wealth Management
California
$402K – – –
PA
267
PFG Advisors
Arizona
$396K -$103K -1,487 -21%
PB
268
Pinnacle Bancorp
Nebraska
$393K – – –
FHA
269
Flagship Harbor Advisors
Massachusetts
$386K -$277 -4 -0.1%
CW
270
CreativeOne Wealth
Kansas
$385K -$27.1K -391 -7%
KA
271
Kovack Advisors
Florida
$382K +$75.7K +1,091 +25%
FFN
272
Focus Financial Network
Minnesota
$379K +$1.66K +24 +0.4%
SIA
273
Sovereign Investment Advisors
Arizona
$377K – – –
AAS
274
Ameritas Advisory Services
Nebraska
$375K +$1.03K +15 +0.3%
GWM
275
GDS Wealth Management
Texas
$374K -$66.6K -961 -15%
9 10
11
12 13