EFAV icon

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 %
CW
276
CreativeOne Wealth
Kansas
$387K -$89.3K -1,370 -19%
PD
277
Planning Directions
Pennsylvania
$384K -$125K -1,916 -25%
TCPWM
278
Traverso Chambers Private Wealth Management
California
$378K – – –
GA
279
Goldstein Advisors
Wisconsin
$375K +$7.24K +111 +2%
PB
280
Pinnacle Bancorp
Nebraska
$369K – – –
FHA
281
Flagship Harbor Advisors
Massachusetts
$363K -$53.9K -827 -13%
SW
282
SteelPeak Wealth
California
$361K -$14.7K -226 -4%
GIA
283
Gladstone Institutional Advisory
Florida
$360K -$30.3K -464 -8%
FFN
284
Focus Financial Network
Minnesota
$355K +$1.37K +21 +0.4%
William Blair & Company
285
William Blair & Company
Illinois
$354K -$94.5K -1,449 -21%
SIA
286
Sovereign Investment Advisors
Arizona
$354K – – –
AAS
287
Ameritas Advisory Services
Nebraska
$352K +$352K +5,438 New
BDFN
288
Bond & Devick Financial Network
Minnesota
$351K -$204K -3,131 -37%
PFA
289
Pathway Financial Advisors
Vermont
$347K -$23.8K -365 -6%
FPAS
290
Focus Partners Advisor Solutions
Missouri
$345K -$47K -721 -12%
FP
291
Financial Perspectives
Minnesota
$341K – – –
JFG
292
JMG Financial Group
Illinois
$340K – – –
CFGS
293
Concourse Financial Group Securities
Alabama
$340K -$31.9K -489 -9%
CB
294
Commerce Bank
Missouri
$336K -$7.7K -118 -2%
FWP
295
FAS Wealth Partners
Kansas
$329K – – –
RG
296
Retirement Group
California
$329K -$3.26K -50 -1%
FCFC
297
First Citizens Financial Corp
Iowa
$325K – – –
JIC
298
Johnson Investment Counsel
Ohio
$325K +$325K +4,979 New
AAP
299
Arax Advisory Partners
Colorado
$322K -$51.6K -791 -14%
WAOI
300
Wealth Advisors of Iowa
Iowa
$320K – – –
10 11
12
13 14