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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

575 hedge funds and large institutions have $5.65B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 181 increasing their positions, 208 reducing their positions, and 40 closing their positions.

Holders
575
Holders Change
+43
Holders Change %
+8.08%
% of All Funds
8.88%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.54%
New
91
Increased
181
Reduced
208
Closed
40
Calls
$687K
Puts
$84K
Net Calls
+$603K
Net Calls Change
-$6.56M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$647M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$260M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$84.6M
4
BlackRock
4
BlackRock
New York
$446M
5
AssetMark Inc
5
AssetMark Inc
California
$13.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$158M
2
Franklin Resources
2
Franklin Resources
California
$1.05M
3
Citadel Advisors
3
Citadel Advisors
Florida
$520K
4
Bank of America
4
Bank of America
North Carolina
$556M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$91.7M
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
301
Flagship Harbor Advisors
Massachusetts
$721K 9,391 -18,107 -66%
PCA
302
Pallas Capital Advisors
Massachusetts
$712K 9,681 -296 -3%
BOPW
303
Brandywine Oak Private Wealth
Pennsylvania
$711K 9,273 – –
TPWM
304
Twelve Points Wealth Management
Massachusetts
$710K 9,242 +9,242 New
FCIM
305
Fairview Capital Investment Management
California
$702K 9,150 – –
IAN
306
Integrated Advisors Network
Texas
$701K 9,135 -1,648 -15%
HWM
307
HB Wealth Management
Georgia
$696K 9,060 +9,060 New
PB
308
Pinnacle Bancorp
Nebraska
$667K 8,692 -652 -7%
CL
309
COWA LLC
Oklahoma
$666K 8,672 +262 +3%
MCA
310
Magnolia Capital Advisors
Mississippi
$647K 8,429 -459 -5%
5L
311
55I LLC
Massachusetts
$644K 8,385 -916 -10%
SWP
312
Summit Wealth Partners
Florida
$641K 8,353 +122 +1%
SC
313
Scotia Capital
Ontario, Canada
$638K 8,314 -1,523 -15%
Citigroup
314
Citigroup
New York
$633K 8,239 +18 +0.2%
AWA
315
Alta Wealth Advisors
Massachusetts
$633K 8,248 +146 +2%
FMWA
316
Forvis Mazars Wealth Advisors
Missouri
$630K 8,207 -409 -5%
TWM
317
Titus Wealth Management
California
$622K 8,100 – –
OAM
318
Oak Asset Management
California
$604K 7,873 -820 -9%
EL
319
EMFO LLC
Florida
$598K 7,793 – –
NFG
320
Next Financial Group
Texas
$594K 7,741 -1,135 -13%
HI
321
Harbour Investments
Wisconsin
$593K 7,724 -10,038 -57%
HFA
322
High Falls Advisors
New York
$587K 7,641 -870 -10%
IA
323
IFG Advisory
Georgia
$582K 7,587 -38 -0.5%
BWL
324
Bogart Wealth LLC
Virginia
$576K 7,505 – –
PIMG
325
Patriot Investment Management Group
Tennessee
$576K 7,505 +2 +0%
11 12
13
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