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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

466 hedge funds and large institutions have $5.74B invested in iShares MSCI EAFE Min Vol Factor ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 106 increasing their positions, 218 reducing their positions, and 51 closing their positions.

Holders
466
Holders Change
-18
Holders Change %
-3.72%
% of All Funds
6.76%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
40
Increased
106
Reduced
218
Closed
51
Calls
$900K
Puts
–
Net Calls
+$900K
Net Calls Change
+$567K

Top Buyers

1
Jane Street
1
Jane Street
New York
$196M
2
DS
2
DRW Securities
Illinois
$18.9M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$21.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$9.36M
5
AWA
5
Alaska Wealth Advisors
Alaska
$7.39M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$166M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$95M
3
Morgan Stanley
3
Morgan Stanley
New York
$164M
4
Bank of America
4
Bank of America
North Carolina
$2.11B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$942M
Name Market Value Shares Shares
Change 		Shares
Change %
CSPIA
326
Cary Street Partners Investment Advisory
Virginia
$244K 3,438 +3,438 New
PTC
327
Private Trust Company
Ohio
$241K 3,394 – –
MWA
328
Meridian Wealth Advisors
Texas
$240K 3,390 – –
EIP
329
Ellis Investment Partners
Pennsylvania
$233K 3,285 -15 -0.5%
Principal Financial Group
330
Principal Financial Group
Iowa
$231K 3,258 – –
RRWA
331
Rainey & Randall Wealth Advisors
Florida
$230K 3,239 – –
BA
332
Bristlecone Advisors
Washington
$228K 3,215 – –
RFS
333
Richardson Financial Services
Massachusetts
$227K 3,201 +787 +33%
JJBC
334
James J. Burns & Company
New York
$225K 3,209 -716 -18%
FAIM
335
Financial Advocates Investment Management
Washington
$221K 2,331 -19 -0.8%
BOPW
336
Brandywine Oak Private Wealth
Pennsylvania
$221K 3,120 – –
1WA
337
180 Wealth Advisors
Washington
$216K 3,054 – –
CGFA
338
Colton Groome Financial Advisors
North Carolina
$216K 3,046 -346 -10%
WTC
339
WhitTier Trust Company
Nevada
$213K 3,003 – –
PP
340
PDS Planning
Ohio
$208K 2,930 – –
CKAIS
341
Christensen King & Associates Investment Services
Washington
$204K 2,883 +2,883 New
SB
342
Strategic Blueprint
Georgia
$204K 2,876 -1,642 -36%
BRWA
343
B. Riley Wealth Advisors
Florida
$202K 3,098 +3,098 New
CF
344
Centaurus Financial
California
$187K 2,639 -1,682 -39%
SS
345
Sunbelt Securities
Texas
$180K 2,535 – –
SAM
346
Smartleaf Asset Management
Massachusetts
$175K 2,455 – –
EWA
347
EP Wealth Advisors
California
$173K 2,443 -144 -6%
ADL
348
Asset Dedication LLC
California
$172K 2,419 – –
CT
349
Colonial Trust
South Carolina
$166K 2,349 -100 -4%
GWP
350
Gen-Wealth Partners
Michigan
$159K 2,245 +2,245 New
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14
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