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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

466 hedge funds and large institutions have $5.33B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 226 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-54
Holders Change %
-10.38%
% of All Funds
8.06%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.4%
New
31
Increased
116
Reduced
226
Closed
76
Calls
$192K
Puts
–
Net Calls
+$192K
Net Calls Change
-$30K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.26B
2
BlackRock
2
BlackRock
New York
$335M
3
AL
3
Aspiriant LLC
California
$32.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$209M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$108M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$309M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$124M
4
GWM
4
Geneos Wealth Management
Colorado
$9.77M
5
Ameriprise
5
Ameriprise
Minnesota
$91.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
326
Cerity Partners
New York
$245K -$637K -11,183 -72%
ACA
327
Ackerman Capital Advisors
Texas
$245K – – –
PB
328
Pinnacle Bancorp
Nebraska
$240K -$33.3K -585 -12%
BRWA
329
B. Riley Wealth Advisors
Florida
$238K -$16.1K -282 -6%
SWA
330
Sax Wealth Advisors
New Jersey
$237K – – –
MWA
331
Meridian Wealth Advisors
Texas
$233K – – –
ANTB
332
AMG National Trust Bank
Colorado
$229K – – –
CI
333
Ceera Investments
Texas
$229K +$9.97K +175 +5%
EFG
334
Everhart Financial Group
Ohio
$228K +$1.31K +23 +0.6%
SAF
335
Smith Anglin Financial
Texas
$222K +$26.9K +472 +14%
AWM
336
Aries Wealth Management
Maine
$222K +$222K +3,795 New
NWMG
337
National Wealth Management Group
Ohio
$219K +$627 +11 +0.3%
CBT
338
Central Bank & Trust
Kentucky
$219K +$69.8K +1,227 +47%
IFA
339
Interactive Financial Advisors
Illinois
$218K -$14.7K -257 -6%
Principal Financial Group
340
Principal Financial Group
Iowa
$217K – – –
ACG
341
Allen Capital Group
Nebraska
$216K -$88.5K -1,555 -29%
WEG
342
World Equity Group
Illinois
$213K -$212K -3,717 -50%
NWM
343
Northcape Wealth Management
New York
$213K +$7.94K +139 +4%
EL
344
EMFO LLC
Florida
$211K -$233K -4,088 -52%
HFA
345
High Falls Advisors
New York
$211K – – –
VWA
346
V Wealth Advisors
Kansas
$208K -$6.04K -106 -3%
HF
347
HRT Financial
New York
$207K +$207K +3,633 New
SFA
348
Sequoia Financial Advisors
Ohio
$204K -$10.7K -187 -5%
SFP
349
Shepherd Financial Partners
Massachusetts
$201K – – –
DWMG
350
DB Wealth Management Group
California
$194K -$69.5K -1,219 -26%
12 13
14
15 16