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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 %
AFO
251
Arrowroot Family Office
California
$395K -$33.2K -470 -8%
CFG
252
Cornerstone Financial Group
Nebraska
$388K +$388K +5,484 New
SIA
253
Sovereign Investment Advisors
Arizona
$384K – – –
FPCG
254
Forum Private Client Group
Indiana
$380K -$68.2K -964 -15%
CIBC World Market
255
CIBC World Market
Ontario, Canada
$378K -$7.43K -105 -2%
KFGK
256
Keystone Financial Group (Kentucky)
Kentucky
$375K -$11.2K -158 -3%
YIH
257
Y-Intercept (HK)
Hong Kong
$374K +$374K +5,284 New
FWP
258
FAS Wealth Partners
Kansas
$372K +$4.53K +64 +1%
JFG
259
JMG Financial Group
Illinois
$370K – – –
SP
260
Stablepoint Partners
Massachusetts
$364K -$495 -7 -0.1%
GA
261
Goldstein Advisors
Wisconsin
$359K +$7.85K +111 +2%
FHA
262
Flagship Harbor Advisors
Massachusetts
$352K +$71.4K +1,010 +25%
BF
263
Blankinship & Foster
California
$347K +$4.24K +60 +1%
TF
264
TME Financial
California
$347K +$347K +4,520 New
TFP
265
Traction Financial Partners
Wyoming
$344K – – –
FP
266
Financial Perspectives
Minnesota
$343K -$3.89K -55 -1%
PA
267
PFG Advisors
Arizona
$327K -$28K -396 -8%
FFN
268
Focus Financial Network
Minnesota
$327K -$7.99K -113 -2%
AAS
269
Ameritas Advisory Services
Nebraska
$326K -$8.34K -118 -2%
BDFN
270
Bond & Devick Financial Network
Minnesota
$324K – – –
CFGS
271
Concourse Financial Group Securities
Alabama
$320K +$3.56K +50 +1%
VFPW
272
Vantage Financial Partners (Wisconsin)
Wisconsin
$317K -$25.6K -362 -7%
GFWA
273
Grey Fox Wealth Advisors
Delaware
$317K +$3.61K +51 +1%
CL
274
COWA LLC
Oklahoma
$317K +$2.12K +30 +0.7%
PFM
275
Peak Financial Management
Massachusetts
$316K -$19K -269 -6%
9 10
11
12 13