EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

484 hedge funds and large institutions have $6.31B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 120 increasing their positions, 221 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+16
Holders Change %
+3.42%
% of All Funds
7.1%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.21%
New
68
Increased
120
Reduced
221
Closed
45
Calls
$340K
Puts
$7K
Net Calls
+$333K
Net Calls Change
+$157K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$102M
2
Morgan Stanley
Morgan Stanley
New York
+$99.7M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$34.9M
4
WBG
Wharton Business Group
Pennsylvania
+$27.3M
5
S
SimplyRich
California
+$13M

Top Sellers

1
BL
Balentine LLC
Georgia
-$159M
2
Bank of America
Bank of America
North Carolina
-$41.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$26M
4
Osaic Holdings
Osaic Holdings
Arizona
-$17.6M
5
OPAM
Ocean Park Asset Management
California
-$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
E
301
ETFidea
New York
$318K – – –
GFWA
302
Grey Fox Wealth Advisors
Delaware
$315K -$423K -6,105 -57%
SB
303
Strategic Blueprint
Georgia
$313K -$17.6K -254 -5%
SP
304
Stablepoint Partners
Massachusetts
$312K +$312K +4,500 New
AFG
305
Atomi Financial Group
New York
$312K +$19.5K +281 +7%
OFS
306
OneAscent Financial Services
Alabama
$311K +$311K +4,492 New
SPWG
307
Syntegra Private Wealth Group
Missouri
$311K – – –
NW
308
NewEdge Wealth
Pennsylvania
$311K +$85.5K +1,233 +38%
KWM
309
Kingsview Wealth Management
Oregon
$310K -$264K -3,804 -46%
HWP
310
Hibernia Wealth Partners
Louisiana
$308K -$108K -1,561 -26%
SCA
311
Sage Capital Advisors
South Dakota
$306K – – –
SWP
312
Summit Wealth Partners
Florida
$304K +$6.45K +93 +2%
HNWAG
313
High Net Worth Advisory Group
Florida
$302K -$16.3K -235 -5%
ANTB
314
AMG National Trust Bank
Colorado
$302K +$57.3K +826 +23%
SWM
315
Spire Wealth Management
Virginia
$301K +$137 +2 +0%
CF
316
Centaurus Financial
California
$300K -$25.1K -361 -8%
ACA
317
Ackerman Capital Advisors
Texas
$298K – – –
BDFN
318
Bond & Devick Financial Network
Minnesota
$293K -$80.7K -1,164 -22%
CCP
319
Cassia Capital Partners
North Carolina
$291K +$3.33K +48 +1%
HH
320
Hilltop Holdings
Texas
$285K -$6.8K -98 -2%
NJIM
321
Nabity-Jensen Investment Management
Nebraska
$281K +$281K +4,053 New
FAM
322
Frontier Asset Management
Wyoming
$281K +$2.43K +35 +0.9%
CWM
323
Centurion Wealth Management
Virginia
$277K – – –
APCM
324
Alaska Permanent Capital Management
Alaska
$277K +$277K +3,990 New
CPA
325
Cardiff Park Advisors
California
$275K +$347 +5 +0.1%
11 12
13
14 15