EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

470 hedge funds and large institutions have $5.96B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 214 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-10
Holders Change %
-2.08%
% of All Funds
7.52%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
49
Increased
109
Reduced
214
Closed
46
Calls
$988K
Puts
–
Net Calls
+$988K
Net Calls Change
+$5K

Top Buyers

1
BL
Balentine LLC
Georgia
$149M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$606M
3
Morgan Stanley
Morgan Stanley
New York
$235M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$295M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$172M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.17B
2
GC
GFG Capital
Florida
$2.37M
3
Jane Street
Jane Street
New York
$823K
4
GIS
Grayhawk Investment Strategies
Alberta, Canada
$21.4M
5
WPW
Waldron Private Wealth
Pennsylvania
$2.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
301
Frontier Asset Management
Wyoming
$306K – – –
PP
302
Prudential plc
United Kingdom
$305K -$677 -10 -0.2%
HH
303
Hilltop Holdings
Texas
$305K -$7.98K -118 -3%
BFG
304
Berger Financial Group
Minnesota
$303K – – –
SM
305
Sensible Money
Arizona
$299K – – –
KA
306
Kovack Advisors
Florida
$296K -$28.9K -427 -9%
SGI
307
Summit Global Investments
Utah
$294K +$294K +4,343 New
ADL
308
Asset Dedication LLC
California
$293K – – –
ACA
309
Ackerman Capital Advisors
Texas
$291K – – –
RMA
310
Roffman Miller Associates
Pennsylvania
$289K -$14.1K -209 -5%
IFA
311
Interactive Financial Advisors
Illinois
$286K +$33.4K +494 +13%
TI
312
Trexquant Investment
Connecticut
$282K +$282K +4,171 New
JJBC
313
James J. Burns & Company
New York
$281K +$64.7K +955 +30%
EFG
314
Everhart Financial Group
Ohio
$280K +$8.73K +129 +3%
ANTB
315
AMG National Trust Bank
Colorado
$273K – – –
DB
316
Dravo Bay
Delaware
$271K +$9.81K +145 +4%
1WA
317
180 Wealth Advisors
Washington
$269K -$17.8K -263 -6%
CWM
318
Centurion Wealth Management
Virginia
$269K +$68 +1 +0%
NWMG
319
National Wealth Management Group
Ohio
$268K -$5.28K -75 -2%
AA
320
Alesco Advisors
New York
$267K – – –
Franklin Resources
321
Franklin Resources
California
$264K -$43.4K -642 -14%
WF
322
Warner Financial
Maryland
$263K – – –
CI
323
Ceera Investments
Texas
$258K – – –
OWM
324
OneAscent Wealth Management
Alabama
$255K -$72.1K -1,066 -22%
SFA
325
Sequoia Financial Advisors
Ohio
$253K – – –
11 12
13
14 15