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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

470 hedge funds and large institutions have $4.38B invested in iShares MSCI EAFE Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 181 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-3
Holders Change %
-0.63%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
58
Increased
130
Reduced
181
Closed
50
Calls
$509K
Puts
$7K
Net Calls
+$502K
Net Calls Change
+$502K

Top Buyers

1
WBG
Wharton Business Group
Pennsylvania
+$31M
2
Bank of America
Bank of America
North Carolina
+$14.5M
3
WIA
World Investment Advisors
California
+$3.86M
4
KWM
Kingsview Wealth Management
Oregon
+$3.42M
5
SFA
Sequoia Financial Advisors
Ohio
+$3.11M

Top Sellers

1
Jane Street
Jane Street
New York
-$66.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$60.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.4M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$15.3M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
326
Ellis Investment Partners
Pennsylvania
$217K +$1.49K +21 +0.7%
CSP
327
Cary Street Partners
Virginia
$213K +$213K +3,011 New
EFL
328
ERn Financial LLC
Wisconsin
$212K -$57.6K -815 -21%
IBOK
329
Independence Bank of Kentucky
Kentucky
$212K +$212K +3,000 New
PTC
330
Private Trust Company
Ohio
$212K – – –
First Trust Advisors
331
First Trust Advisors
Illinois
$212K +$212K +2,993 New
PAS
332
PKS Advisory Services
New York
$211K +$211K +2,990 New
PIA
333
Perennial Investment Advisors
California
$211K +$3.68K +52 +2%
PD
334
Planning Directions
Pennsylvania
$211K -$3.68K -52 -2%
EWA
335
Elevate Wealth Advisory
Georgia
$210K -$2.44K -35 -1%
AR
336
Apeiron RIA
Texas
$209K +$1.98K +28 +1%
PP
337
PDS Planning
Ohio
$207K – – –
CAG
338
Csenge Advisory Group
Florida
$203K +$1.13K +16 +0.6%
RFS
339
Richardson Financial Services
Massachusetts
$195K -$32.4K -459 -14%
AWM
340
AE Wealth Management
Kansas
$194K +$194K +2,749 New
SS
341
Sunbelt Securities
Texas
$181K – – –
SAM
342
Smartleaf Asset Management
Massachusetts
$173K – – –
ADL
343
Asset Dedication LLC
California
$171K – – –
Citigroup
344
Citigroup
New York
$169K – – –
PFBT
345
Parkside Financial Bank & Trust
Missouri
$164K +$50.3K +711 +44%
IA
346
IFP Advisors
Florida
$163K +$1.49K +21 +0.9%
CT
347
Colonial Trust
South Carolina
$161K -$2.62K -37 -2%
WTC
348
WhitTier Trust Company
Nevada
$161K – – –
EWP
349
Elevation Wealth Partners
California
$160K +$66.3K +938 +71%
GWP
350
Gen-Wealth Partners
Michigan
$159K – – –
12 13
14
15 16