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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 %
EAM
276
Evanson Asset Management
California
$400K -$5.7K -100 -1%
GIA
277
Gladstone Institutional Advisory
Florida
$386K -$49.1K -861 -11%
WFAG
278
Wescott Financial Advisory Group
Pennsylvania
$377K +$39.8K +699 +12%
BSW
279
Buckingham Strategic Wealth
Missouri
$362K -$87.4K -1,532 -19%
OAM
280
Oak Asset Management
California
$360K +$360K +6,313 New
William Blair & Company
281
William Blair & Company
Illinois
$359K +$12.1K +212 +3%
AAP
282
Arax Advisory Partners
Colorado
$353K -$85.5K -1,502 -20%
MCA
283
Magnolia Capital Advisors
Mississippi
$348K +$3.53K +62 +1%
TB
284
Treynor Bancshares
Iowa
$340K – – –
SW
285
SteelPeak Wealth
California
$333K -$15.5K -272 -4%
MWM
286
Merriman Wealth Management
Washington
$331K -$230K -4,047 -41%
TCPWM
287
Traverso Chambers Private Wealth Management
California
$331K – – –
OWM
288
OneAscent Wealth Management
Alabama
$330K -$107K -1,872 -24%
SIM
289
Stratos Investment Management
Ohio
$324K +$4.62K +81 +1%
JFG
290
JMG Financial Group
Illinois
$321K -$12.5K -219 -4%
NEPWA
291
New England Private Wealth Advisors
Massachusetts
$316K +$342 +6 +0.1%
SWM
292
Spire Wealth Management
Virginia
$313K -$1.15M -20,068 -79%
FP
293
Financial Perspectives
Minnesota
$310K – – –
SIA
294
Sovereign Investment Advisors
Arizona
$310K – – –
AWS
295
AJ Wealth Strategies
New York
$306K – – –
PCA
296
Peddock Capital Advisors
Massachusetts
$303K -$68K -1,195 -18%
KCM
297
Kathmere Capital Management
Pennsylvania
$302K -$520K -9,119 -63%
MWM
298
Meridian Wealth Management
Kentucky
$299K -$170K -2,989 -36%
RA
299
Rodgers & Associates
Pennsylvania
$296K – – –
CPA
300
Cardiff Park Advisors
California
$291K -$252K -4,434 -46%
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12
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