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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

472 hedge funds and large institutions have $5.97B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 167 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.44%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
47
Increased
167
Reduced
183
Closed
43
Calls
$878K
Puts
–
Net Calls
+$878K
Net Calls Change
-$110K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$665M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$202M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$322M
4
Amundi
Amundi
France
$15.9M
5
BlackRock
BlackRock
New York
$344M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.09B
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$3.59M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$645K
4
HNB
Huntington National Bank
Ohio
$11.5M
5
SAM
Securian Asset Management
Minnesota
$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
301
Kingsview Wealth Management
Oregon
$327K -$22.9K -339 -7%
GGS
302
Galvin Gaustad & Stein
Arizona
$324K +$2.77K +41 +0.9%
IIM
303
InTrack Investment Management
Vermont
$323K +$323K +4,785 New
IFA
304
Interactive Financial Advisors
Illinois
$318K +$32.9K +487 +12%
BF
305
Blankinship & Foster
California
$317K +$6.01K +89 +2%
SWP
306
Summit Wealth Partners
Florida
$314K +$3.92K +58 +1%
SPWG
307
Syntegra Private Wealth Group
Missouri
$312K +$2.63K +39 +0.8%
FAM
308
Frontier Asset Management
Wyoming
$311K +$5.94K +88 +2%
HNWAG
309
High Net Worth Advisory Group
Florida
$310K -$5.06K -75 -2%
Citadel Advisors
310
Citadel Advisors
Florida
$310K -$2.64M -39,111 -89%
E
311
ETFidea
New York
$309K – – –
PP
312
Prudential plc
United Kingdom
$309K +$4.93K +73 +2%
HH
313
Hilltop Holdings
Texas
$300K -$4.12K -61 -1%
SM
314
Sensible Money
Arizona
$299K – – –
SCA
315
Sage Capital Advisors
South Dakota
$298K -$9.52K -141 -3%
EWA
316
EP Wealth Advisors
California
$295K -$2.29M -136,248 -89%
ADL
317
Asset Dedication LLC
California
$293K – – –
SGI
318
Summit Global Investments
Utah
$292K -$1.62K -24 -0.6%
BFG
319
Berger Financial Group
Minnesota
$292K -$10.4K -154 -3%
ACA
320
Ackerman Capital Advisors
Texas
$290K – – –
JJBC
321
James J. Burns & Company
New York
$286K +$5.41K +80 +2%
KA
322
Kovack Advisors
Florida
$285K -$10.5K -155 -4%
EFG
323
Everhart Financial Group
Ohio
$281K +$1.49K +22 +0.5%
CCP
324
Cassia Capital Partners
North Carolina
$279K +$54K +800 +24%
Renaissance Technologies
325
Renaissance Technologies
New York
$270K +$270K +4,000 New
11 12
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