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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

468 hedge funds and large institutions have $6.05B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 212 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
-4
Holders Change %
-0.85%
% of All Funds
7.46%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
47
Increased
111
Reduced
212
Closed
44
Calls
$698K
Puts
$522K
Net Calls
+$176K
Net Calls Change
-$702K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$161M
2
Bank of America
Bank of America
North Carolina
+$60.3M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$33M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$31M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$29M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$16.8M
2
LS
Liquid Strategies
Georgia
-$13.3M
3
S
SimplyRich
California
-$12.2M
4
HNB
Huntington National Bank
Ohio
-$11.5M
5
BlackRock
BlackRock
New York
-$8.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFG
326
Everhart Financial Group
Ohio
$261K -$9.85K -151 -4%
CWM
327
Centurion Wealth Management
Virginia
$260K +$1.44K +22 +0.6%
CPA
328
Cardiff Park Advisors
California
$258K -$78.3K -1,201 -23%
AA
329
Alesco Advisors
New York
$258K – – –
IFA
330
Interactive Financial Advisors
Illinois
$257K -$50.2K -770 -16%
WF
331
Warner Financial
Maryland
$254K – – –
CI
332
Ceera Investments
Texas
$248K – – –
EWA
333
EP Wealth Advisors
California
$248K -$900K -13,799 -78%
NWMG
334
National Wealth Management Group
Ohio
$248K – – –
CPG
335
Cornerstone Planning Group
New Jersey
$246K -$274K -4,205 -53%
EWM
336
Elevatus Welath Management
New York
$240K +$240K +3,681 New
SWA
337
Sax Wealth Advisors
New Jersey
$235K – – –
EIP
338
Ellis Investment Partners
Pennsylvania
$230K +$3.39K +52 +1%
1WA
339
180 Wealth Advisors
Washington
$230K -$7.5K -115 -3%
ANTB
340
AMG National Trust Bank
Colorado
$230K -$22.8K -350 -9%
SFA
341
Sequoia Financial Advisors
Ohio
$228K +$9.92K +152 +5%
OAM
342
Oak Asset Management
California
$226K -$93.9K -1,440 -29%
PTC
343
Private Trust Company
Ohio
$226K +$13.8K +211 +6%
MWM
344
Meridian Wealth Management
Kentucky
$225K -$13.2K -203 -6%
MWA
345
Meridian Wealth Advisors
Texas
$221K – – –
Principal Financial Group
346
Principal Financial Group
Iowa
$214K – – –
NW
347
NewEdge Wealth
Pennsylvania
$212K -$10.4K -160 -5%
BA
348
Bristlecone Advisors
Washington
$210K – – –
DWM
349
Dakota Wealth Management
Florida
$208K -$8.48K -130 -4%
RRWA
350
Rainey & Randall Wealth Advisors
Florida
$205K +$3.78K +58 +2%
12 13
14
15 16