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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

484 hedge funds and large institutions have $6.31B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 120 increasing their positions, 221 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+16
Holders Change %
+3.42%
% of All Funds
7.1%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.21%
New
68
Increased
120
Reduced
221
Closed
45
Calls
$340K
Puts
$7K
Net Calls
+$333K
Net Calls Change
+$157K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$956M
2
Morgan Stanley
Morgan Stanley
New York
$336M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$278M
4
WBG
Wharton Business Group
Pennsylvania
$139M
5
S
SimplyRich
California
$13M

Top Sellers

1
BL
Balentine LLC
Georgia
$2.2M
2
Bank of America
Bank of America
North Carolina
$2.17B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$25.1M
4
Osaic Holdings
Osaic Holdings
Arizona
$18.8M
5
OPAM
Ocean Park Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
326
Alesco Advisors
New York
$274K – – –
JJBC
327
James J. Burns & Company
New York
$273K -$21K -302 -7%
WF
328
Warner Financial
Maryland
$273K +$3.05K +44 +1%
CAM
329
Cresset Asset Management
Illinois
$271K -$67.8K -977 -20%
CI
330
Ceera Investments
Texas
$264K – – –
SMA
331
Sage Mountain Advisors
Georgia
$260K +$260K +3,750 New
FCFC
332
First Citizens Financial Corp
Iowa
$260K -$86.1K -1,241 -25%
EWA
333
Elevate Wealth Advisory
Georgia
$256K +$256K +3,697 New
SFA
334
Sequoia Financial Advisors
Ohio
$249K +$6.73K +97 +3%
KCM
335
Kathmere Capital Management
Pennsylvania
$247K +$247K +3,559 New
WAOI
336
Wealth Advisors of Iowa
Iowa
$246K -$93.6K -1,350 -28%
QWP
337
Quotient Wealth Partners
Texas
$244K +$244K +3,514 New
SGI
338
Summit Global Investments
Utah
$242K +$242K +3,492 New
PTC
339
Private Trust Company
Ohio
$235K -$4.99K -72 -2%
CGFA
340
Colton Groome Financial Advisors
North Carolina
$235K -$257K -3,706 -52%
MWA
341
Meridian Wealth Advisors
Texas
$235K – – –
MWM
342
Meridian Wealth Management
Kentucky
$234K -$5.13K -74 -2%
EIP
343
Ellis Investment Partners
Pennsylvania
$229K -$15.9K -230 -7%
Principal Financial Group
344
Principal Financial Group
Iowa
$226K – – –
RRWA
345
Rainey & Randall Wealth Advisors
Florida
$225K +$6.86K +99 +3%
BA
346
Bristlecone Advisors
Washington
$223K – – –
PFWA
347
Paces Ferry Wealth Advisors
Georgia
$218K +$218K +3,147 New
BOPW
348
Brandywine Oak Private Wealth
Pennsylvania
$216K – – –
IPW
349
Impact Partnership Wealth
Georgia
$211K -$814K -11,734 -79%
1WA
350
180 Wealth Advisors
Washington
$210K -$32.4K -470 -13%
12 13
14
15 16