EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

480 hedge funds and large institutions have $5.88B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 120 increasing their positions, 215 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+14
Holders Change %
+3%
% of All Funds
7.74%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
81
Increased
120
Reduced
215
Closed
58
Calls
$983K
Puts
–
Net Calls
+$983K
Net Calls Change
+$791K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$492M
2
Jane Street
2
Jane Street
New York
$66.9M
3
SEI Investments
3
SEI Investments
Pennsylvania
$57.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$250M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$137M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.5M
2
Charles Schwab
2
Charles Schwab
California
$24M
3
Bank of America
3
Bank of America
North Carolina
$2.47B
4
BlackRock
4
BlackRock
New York
$325M
5
Ameriprise
5
Ameriprise
Minnesota
$74.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
326
Centurion Wealth Management
Virginia
$252K +$252K +3,970 New
BRWA
327
B. Riley Wealth Advisors
Florida
$252K -$13K -205 -5%
AA
328
Alesco Advisors
New York
$251K +$251K +3,950 New
WF
329
Warner Financial
Maryland
$248K -$322K -5,058 -57%
NWMG
330
National Wealth Management Group
Ohio
$247K +$2.1K +33 +0.9%
DB
331
Dravo Bay
Delaware
$245K +$245K +3,859 New
CI
332
Ceera Investments
Texas
$242K -$13.4K -210 -5%
Principal Financial Group
333
Principal Financial Group
Iowa
$242K – – –
MWA
334
Meridian Wealth Advisors
Texas
$241K -$19.1K -300 -7%
SFA
335
Sequoia Financial Advisors
Ohio
$238K +$10.2K +160 +4%
SMC
336
Smith, Moore & Co
Missouri
$238K -$54.5K -857 -19%
IFA
337
Interactive Financial Advisors
Illinois
$237K -$5.41K -85 -2%
FTUS
338
Flow Traders U.S.
New York
$232K +$232K +3,645 New
CWP
339
Concord Wealth Partners
Virginia
$230K +$230K +3,623 New
CAMV
340
Concord Asset Management (Virginia)
Virginia
$230K +$230K +3,623 New
SWA
341
Sax Wealth Advisors
New Jersey
$230K -$35K -550 -13%
CWM
342
Cordatus Wealth Management
Pennsylvania
$229K +$229K +3,603 New
BSSFA
343
Baron Silver Stevens Financial Advisors
Florida
$225K – – –
RF
344
Resolute Financial
Massachusetts
$224K +$224K +3,529 New
SFP
345
Shepherd Financial Partners
Massachusetts
$224K – – –
HFA
346
High Falls Advisors
New York
$220K -$15.3K -241 -7%
PWM
347
Perigon Wealth Management
California
$220K +$220K +3,453 New
RIA
348
Regal Investment Advisors
Michigan
$213K +$213K +3,343 New
CCP
349
Cassia Capital Partners
North Carolina
$207K +$207K +3,249 New
CAG
350
Curtis Advisory Group
California
$204K -$757K -11,902 -79%
12 13
14
15 16