EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

520 hedge funds and large institutions have $3.93B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 131 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
-25
Holders Change %
-4.59%
% of All Funds
8.79%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.47%
New
48
Increased
131
Reduced
251
Closed
68
Calls
$222K
Puts
–
Net Calls
+$222K
Net Calls Change
+$511K

Top Buyers

1
Jane Street
Jane Street
New York
+$65.3M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$11M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.77M
4
AL
Aspiriant LLC
California
+$8.92M
5
TWM
Tolleson Wealth Management
Texas
+$8.56M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$266M
2
OBWP
O'Brien Wealth Partners
Massachusetts
-$52.1M
3
MMA
Miracle Mile Advisors
California
-$37.1M
4
Bank of America
Bank of America
North Carolina
-$29.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
301
Peddock Capital Advisors
Massachusetts
$413K -$732K -11,547 -64%
HI
302
Harbour Investments
Wisconsin
$408K +$408K +6,448 New
KA
303
Kovack Advisors
Florida
$402K +$3.93K +62 +1%
SIC
304
Salem Investment Counselors
North Carolina
$400K +$23.7K +375 +6%
NEPWA
305
New England Private Wealth Advisors
Massachusetts
$399K – – –
SMC
306
Smith, Moore & Co
Missouri
$390K -$333K -5,267 -46%
SW
307
SteelPeak Wealth
California
$387K -$7.98K -126 -2%
AWA
308
Amplius Wealth Advisors
Pennsylvania
$387K +$387K +6,123 New
William Blair & Company
309
William Blair & Company
Illinois
$385K – – –
MCA
310
Magnolia Capital Advisors
Mississippi
$382K -$79.4K -1,256 -17%
TB
311
Treynor Bancshares
Iowa
$378K – – –
WFAG
312
Wescott Financial Advisory Group
Pennsylvania
$375K -$2.53K -40 -0.7%
JFG
313
JMG Financial Group
Illinois
$370K – – –
TCPWM
314
Traverso Chambers Private Wealth Management
California
$367K – – –
SWP
315
Summit Wealth Partners
Florida
$365K +$5.89K +93 +2%
RMA
316
Roffman Miller Associates
Pennsylvania
$359K -$12.5K -197 -3%
Franklin Resources
317
Franklin Resources
California
$358K -$222K -3,512 -38%
SIM
318
Stratos Investment Management
Ohio
$354K +$354K +5,597 New
WWM
319
Western Wealth Management
Colorado
$352K +$46.9K +739 +15%
FP
320
Financial Perspectives
Minnesota
$345K +$190 +3 +0.1%
SIA
321
Sovereign Investment Advisors
Arizona
$344K – – –
RG
322
Retirement Group
California
$342K -$10.1K -159 -3%
AWS
323
AJ Wealth Strategies
New York
$340K – – –
ACG
324
Allen Capital Group
Nebraska
$339K -$7.67K -121 -2%
CL
325
COWA LLC
Oklahoma
$333K -$148K -2,334 -31%
11 12
13
14 15