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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

470 hedge funds and large institutions have $4.38B invested in iShares MSCI EAFE Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 181 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-3
Holders Change %
-0.63%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
58
Increased
130
Reduced
181
Closed
50
Calls
$509K
Puts
$7K
Net Calls
+$502K
Net Calls Change
+$502K

Top Buyers

1
WBG
Wharton Business Group
Pennsylvania
+$31M
2
Bank of America
Bank of America
North Carolina
+$14.5M
3
WIA
World Investment Advisors
California
+$3.86M
4
KWM
Kingsview Wealth Management
Oregon
+$3.42M
5
SFA
Sequoia Financial Advisors
Ohio
+$3.11M

Top Sellers

1
Jane Street
Jane Street
New York
-$66.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$60.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.4M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$15.3M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
301
CLG LLC
California
$273K +$273K +3,857 New
NW
302
NewEdge Wealth
Pennsylvania
$270K -$22.2K -314 -8%
CI
303
Ceera Investments
Texas
$269K – – –
CWM
304
Centurion Wealth Management
Virginia
$267K – – –
BJL
305
Brighton Jones LLC
Washington
$267K +$78.6K +1,112 +42%
HNWAG
306
High Net Worth Advisory Group
Florida
$260K – – –
SW
307
SteelPeak Wealth
California
$255K -$13.9K -197 -5%
FCT
308
Family Capital Trust
Massachusetts
$251K – – –
RRWA
309
Rainey & Randall Wealth Advisors
Florida
$249K +$9.62K +136 +4%
IFA
310
Interactive Financial Advisors
Illinois
$244K +$3.39K +48 +1%
FCFC
311
First Citizens Financial Corp
Iowa
$242K -$3.82K -54 -2%
KCM
312
Kathmere Capital Management
Pennsylvania
$241K +$25.5K +360 +12%
MWA
313
Meridian Wealth Advisors
Texas
$240K – – –
SWP
314
Sagespring Wealth Partners
Tennessee
$236K +$236K +3,334 New
FB
315
Fulton Bank
Pennsylvania
$234K +$234K +3,305 New
LFA
316
Legacy Financial Advisors
Kentucky
$231K -$8.7K -123 -4%
WAP
317
Wealthcare Advisory Partners
Pennsylvania
$231K -$39.2K -554 -15%
Principal Financial Group
318
Principal Financial Group
Iowa
$230K – – –
CB
319
Chris Bulman
California
$228K -$3.54K -50 -2%
BI
320
Bolthouse Investments
California
$228K +$228K +3,220 New
CB
321
Commerce Bank
Missouri
$227K -$150K -2,125 -40%
BA
322
Bristlecone Advisors
Washington
$227K – – –
Vanguard Group
323
Vanguard Group
Pennsylvania
$225K +$9.97K +141 +5%
BOPW
324
Brandywine Oak Private Wealth
Pennsylvania
$221K – – –
1WA
325
180 Wealth Advisors
Washington
$219K -$707 -10 -0.3%
11 12
13
14 15