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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 %
CPA
276
Cardiff Park Advisors
California
$315K +$848 +12 +0.3%
IAN
277
Integrated Advisors Network
Texas
$315K +$424 +6 +0.1%
WSFS
278
Wilmington Savings Fund Society
Delaware
$314K – – –
ANTB
279
AMG National Trust Bank
Colorado
$313K +$1.98K +28 +0.6%
SCA
280
Sage Capital Advisors
South Dakota
$312K – – –
KPWS
281
Kestra Private Wealth Services
Texas
$309K +$8.49K +120 +3%
GGS
282
Galvin Gaustad & Stein
Arizona
$308K – – –
AWM
283
Apollon Wealth Management
South Carolina
$307K +$14.1K +199 +5%
KF
284
K2 Financial
California
$305K +$305K +4,364 New
ACA
285
Ackerman Capital Advisors
Texas
$304K – – –
JJBC
286
James J. Burns & Company
New York
$300K +$3.46K +49 +1%
BWA
287
Bestgate Wealth Advisors
Maryland
$299K +$299K +4,234 New
SWP
288
Summit Wealth Partners
Florida
$295K +$2.69K +38 +0.9%
AAP
289
Arax Advisory Partners
Colorado
$290K -$4.1K -58 -1%
HWP
290
Hibernia Wealth Partners
Louisiana
$288K -$286K -4,040 -50%
NJIM
291
Nabity-Jensen Investment Management
Nebraska
$287K – – –
GIS
292
Grayhawk Investment Strategies
Alberta, Canada
$286K +$286K +4,047 New
GWM
293
GDS Wealth Management
Texas
$283K -$20.3K -287 -7%
SG
294
StoneX Group
New York
$283K +$10.3K +145 +4%
PFA
295
Pathway Financial Advisors
Vermont
$283K – – –
CAM
296
Cresset Asset Management
Illinois
$282K -$58.1K -821 -17%
AA
297
Alesco Advisors
New York
$279K – – –
NWMG
298
National Wealth Management Group
Ohio
$279K -$3.11K -44 -1%
SPWG
299
Syntegra Private Wealth Group
Missouri
$277K -$39.2K -555 -12%
AW
300
Alteri Wealth
California
$275K +$275K +3,885 New
10 11
12
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