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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

468 hedge funds and large institutions have $6.05B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 212 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
-4
Holders Change %
-0.85%
% of All Funds
7.46%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
47
Increased
111
Reduced
212
Closed
44
Calls
$698K
Puts
$522K
Net Calls
+$176K
Net Calls Change
-$702K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$161M
2
Bank of America
Bank of America
North Carolina
+$60.3M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$33M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$31M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$29M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$16.8M
2
LS
Liquid Strategies
Georgia
-$13.3M
3
S
SimplyRich
California
-$12.2M
4
HNB
Huntington National Bank
Ohio
-$11.5M
5
BlackRock
BlackRock
New York
-$8.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
301
Cresset Asset Management
Illinois
$318K -$29.2K -448 -8%
Fisher Asset Management
302
Fisher Asset Management
Washington
$314K +$314K +4,808 New
CL
303
COWA LLC
Oklahoma
$311K -$27.4K -420 -8%
SB
304
Strategic Blueprint
Georgia
$311K -$158K -2,424 -34%
BF
305
Blankinship & Foster
California
$306K – – –
CF
306
Centaurus Financial
California
$305K -$52.4K -805 -15%
GGS
307
Galvin Gaustad & Stein
Arizona
$302K -$10.4K -160 -3%
HNWAG
308
High Net Worth Advisory Group
Florida
$300K – – –
E
309
ETFidea
New York
$299K – – –
PP
310
Prudential plc
United Kingdom
$299K – – –
SPWG
311
Syntegra Private Wealth Group
Missouri
$293K -$9.39K -144 -3%
CSPIA
312
Cary Street Partners Investment Advisory
Virginia
$291K +$56.2K +861 +24%
KA
313
Kovack Advisors
Florida
$288K +$12.7K +194 +5%
SCA
314
Sage Capital Advisors
South Dakota
$288K – – –
SWM
315
Spire Wealth Management
Virginia
$286K -$47.5K -728 -14%
BFG
316
Berger Financial Group
Minnesota
$282K – – –
ACA
317
Ackerman Capital Advisors
Texas
$280K – – –
SWP
318
Summit Wealth Partners
Florida
$279K -$23.7K -364 -8%
M&T Bank
319
M&T Bank
New York
$277K +$277K +4,249 New
PFA
320
Pure Financial Advisors
California
$276K +$276K +4,239 New
JJBC
321
James J. Burns & Company
New York
$276K – – –
AFG
322
Atomi Financial Group
New York
$275K +$275K +4,215 New
HH
323
Hilltop Holdings
Texas
$275K -$14.9K -229 -5%
CCP
324
Cassia Capital Partners
North Carolina
$271K +$1.04K +16 +0.4%
FAM
325
Frontier Asset Management
Wyoming
$262K -$38.5K -591 -13%
11 12
13
14 15