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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

472 hedge funds and large institutions have $5.97B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 167 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.44%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
47
Increased
167
Reduced
183
Closed
43
Calls
$878K
Puts
–
Net Calls
+$878K
Net Calls Change
-$110K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$665M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$202M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$322M
4
Amundi
Amundi
France
$15.9M
5
BlackRock
BlackRock
New York
$344M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.09B
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$3.59M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$645K
4
HNB
Huntington National Bank
Ohio
$11.5M
5
SAM
Securian Asset Management
Minnesota
$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
326
Centurion Wealth Management
Virginia
$268K – – –
AA
327
Alesco Advisors
New York
$267K – – –
WF
328
Warner Financial
Maryland
$263K – – –
ANTB
329
AMG National Trust Bank
Colorado
$261K -$11.3K -167 -4%
NWMG
330
National Wealth Management Group
Ohio
$258K -$203 -3 -0.1%
CI
331
Ceera Investments
Texas
$257K – – –
RMA
332
Roffman Miller Associates
Pennsylvania
$250K -$38.7K -573 -13%
MWM
333
Meridian Wealth Management
Kentucky
$247K +$877 +13 +0.4%
1WA
334
180 Wealth Advisors
Washington
$245K -$22.7K -338 -8%
Fifth Third Bancorp
335
Fifth Third Bancorp
Ohio
$245K +$59.7K +884 +32%
SWA
336
Sax Wealth Advisors
New Jersey
$244K – – –
YIH
337
Y-Intercept (HK)
Hong Kong
$244K +$16.2K +240 +7%
CSPIA
338
Cary Street Partners Investment Advisory
Virginia
$243K +$152K +2,255 +168%
Franklin Resources
339
Franklin Resources
California
$242K -$21.6K -320 -8%
SFP
340
Shepherd Financial Partners
Massachusetts
$238K – – –
HF
341
HRT Financial
New York
$238K +$238K +3,527 New
EIP
342
Ellis Investment Partners
Pennsylvania
$235K -$877K -12,986 -79%
BRWA
343
B. Riley Wealth Advisors
Florida
$233K +$1.55K +23 +0.7%
NW
344
NewEdge Wealth
Pennsylvania
$230K +$230K +3,412 New
MWA
345
Meridian Wealth Advisors
Texas
$229K – – –
SFA
346
Sequoia Financial Advisors
Ohio
$225K -$27K -400 -11%
DWM
347
Dakota Wealth Management
Florida
$224K +$2.63K +39 +1%
HFA
348
High Falls Advisors
New York
$220K -$6.28K -93 -3%
Principal Financial Group
349
Principal Financial Group
Iowa
$220K – – –
PTC
350
Private Trust Company
Ohio
$220K -$21.7K -322 -9%
12 13
14
15 16