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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

575 hedge funds and large institutions have $5.65B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 181 increasing their positions, 208 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+43
Holders Change %
+8.08%
% of All Funds
8.88%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.54%
New
91
Increased
181
Reduced
208
Closed
40
Calls
$687K
Puts
$84K
Net Calls
+$603K
Net Calls Change
-$6.56M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$647M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$260M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$84.6M
4
BlackRock
BlackRock
New York
$446M
5
AssetMark Inc
AssetMark Inc
California
$13.6M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$158M
2
Franklin Resources
Franklin Resources
California
$1.05M
3
Citadel Advisors
Citadel Advisors
Florida
$520K
4
Bank of America
Bank of America
North Carolina
$556M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$91.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$570K +$570K +7,427 New
AAS
327
Ameritas Advisory Services
Nebraska
$561K +$561K +7,308 New
RA
328
Rodgers & Associates
Pennsylvania
$557K – – –
FAIM
329
Financial Advocates Investment Management
Washington
$554K -$2.2M -28,624 -80%
FG
330
Foster Group
Iowa
$549K +$65.5K +853 +14%
TI
331
tru Independence
Oregon
$538K – – –
GSWM
332
Golden State Wealth Management
California
$531K – – –
KA
333
Kovack Advisors
Florida
$531K +$273K +3,560 +106%
RMA
334
Roffman Miller Associates
Pennsylvania
$529K -$7.75K -101 -1%
Citadel Advisors
335
Citadel Advisors
Florida
$520K -$21.1M -274,994 -98%
Fifth Third Bancorp
336
Fifth Third Bancorp
Ohio
$513K -$74.3K -967 -13%
BZWA
337
Blue Zone Wealth Advisors
California
$506K -$2.38K -31 -0.5%
AWE
338
Avidian Wealth Enterprises
Texas
$504K +$504K +6,565 New
SGI
339
Summit Global Investments
Utah
$501K -$19.1K -249 -4%
WS
340
Wedbush Securities
California
$500K -$58.8K -766 -11%
SPI
341
Santori & Peters Inc
Pennsylvania
$482K -$28.7K -374 -6%
FTS
342
Fifth Third Securities
Ohio
$481K +$481K +6,262 New
RF
343
Resolute Financial
Massachusetts
$474K +$474K +6,172 New
CCM
344
Crabel Capital Management
California
$473K +$473K +6,162 New
EAM
345
Evanson Asset Management
California
$470K +$538 +7 +0.1%
VA
346
Valmark Advisers
Ohio
$467K +$467K +6,082 New
RG
347
Retirement Group
California
$462K -$26.9K -350 -5%
EFG
348
Everhart Financial Group
Ohio
$459K +$77.7K +1,013 +20%
TB
349
Treynor Bancshares
Iowa
$458K +$458K +5,965 New
BRWA
350
B. Riley Wealth Advisors
Florida
$450K -$3.53K -46 -0.8%
12 13
14
15 16