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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 %
FWP
276
FAS Wealth Partners
Kansas
$372K +$21.6K +312 +6%
AWM
277
Apollon Wealth Management
South Carolina
$370K +$370K +5,338 New
PFA
278
Pathway Financial Advisors
Vermont
$369K – – –
FPAS
279
Focus Partners Advisor Solutions
Missouri
$368K +$1.6K +23 +0.4%
JFG
280
JMG Financial Group
Illinois
$362K – – –
GA
281
Goldstein Advisors
Wisconsin
$361K -$38K -548 -10%
GIA
282
Gladstone Institutional Advisory
Florida
$360K -$23.5K -339 -6%
FA
283
Fiduciary Alliance
South Carolina
$359K -$85.6K -1,235 -19%
FP
284
Financial Perspectives
Minnesota
$358K -$4.3K -62 -1%
CB
285
Commerce Bank
Missouri
$351K -$6.59K -95 -2%
AAP
286
Arax Advisory Partners
Colorado
$350K +$7.97K +115 +2%
RG
287
Retirement Group
California
$350K +$208 +3 +0.1%
SW
288
SteelPeak Wealth
California
$348K -$35.9K -518 -9%
JIC
289
Johnson Investment Counsel
Ohio
$345K – – –
AWA
290
Alta Wealth Advisors
Massachusetts
$345K -$163K -2,356 -32%
CFGS
291
Concourse Financial Group Securities
Alabama
$345K -$17K -245 -5%
BFG
292
Berger Financial Group
Minnesota
$343K +$43.4K +626 +14%
NWMG
293
National Wealth Management Group
Ohio
$340K +$76.3K +1,100 +29%
PFM
294
Peak Financial Management
Massachusetts
$338K -$520K -7,505 -61%
CL
295
COWA LLC
Oklahoma
$332K +$971 +14 +0.3%
BF
296
Blankinship & Foster
California
$329K +$3.81K +55 +1%
IAN
297
Integrated Advisors Network
Texas
$329K -$220K -3,169 -40%
GGS
298
Galvin Gaustad & Stein
Arizona
$323K +$1.39K +20 +0.4%
PD
299
Planning Directions
Pennsylvania
$322K -$85.5K -1,233 -21%
William Blair & Company
300
William Blair & Company
Illinois
$322K -$55.1K -794 -15%
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