EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

520 hedge funds and large institutions have $3.93B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 131 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
-25
Holders Change %
-4.59%
% of All Funds
8.79%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.47%
New
48
Increased
131
Reduced
251
Closed
68
Calls
$222K
Puts
–
Net Calls
+$222K
Net Calls Change
+$511K

Top Buyers

1
Jane Street
Jane Street
New York
+$65.3M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$11M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.77M
4
AL
Aspiriant LLC
California
+$8.92M
5
TWM
Tolleson Wealth Management
Texas
+$8.56M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$266M
2
OBWP
O'Brien Wealth Partners
Massachusetts
-$52.1M
3
MMA
Miracle Mile Advisors
California
-$37.1M
4
Bank of America
Bank of America
North Carolina
-$29.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCIM
351
Fairview Capital Investment Management
California
$278K -$281K -4,450 -50%
ACA
352
Ackerman Capital Advisors
Texas
$272K – – –
DWM
353
Dakota Wealth Management
Florida
$269K -$389K -6,149 -59%
TI
354
Trexquant Investment
Connecticut
$269K -$188K -2,968 -41%
MCM
355
MAI Capital Management
Ohio
$268K +$268K +4,237 New
TFS
356
Thoroughbred Financial Services
Tennessee
$266K -$73.3K -1,160 -22%
ANTB
357
AMG National Trust Bank
Colorado
$264K +$25.5K +388 +11%
PCM
358
Pointe Capital Management
Michigan
$263K -$63.2K -1,000 -19%
SWA
359
Sax Wealth Advisors
New Jersey
$263K – – –
MWA
360
Meridian Wealth Advisors
Texas
$259K -$9.5K -150 -4%
IFA
361
Interactive Financial Advisors
Illinois
$258K -$22.4K -354 -8%
EFG
362
Everhart Financial Group
Ohio
$252K -$87.3K -1,377 -26%
RRWA
363
Rainey & Randall Wealth Advisors
Florida
$245K +$4.24K +67 +2%
CGFA
364
Colton Groome Financial Advisors
North Carolina
$243K -$144K -2,278 -37%
CI
365
Ceera Investments
Texas
$243K – – –
NWMG
366
National Wealth Management Group
Ohio
$243K +$60.7K +958 +33%
Principal Financial Group
367
Principal Financial Group
Iowa
$241K – – –
SI
368
Stephens Inc
Arkansas
$240K -$19K -300 -7%
SFA
369
Sequoia Financial Advisors
Ohio
$239K +$1.71K +27 +0.7%
VWA
370
V Wealth Advisors
Kansas
$238K +$443 +7 +0.2%
Deutsche Bank
371
Deutsche Bank
Germany
$236K – – –
BWM
372
BT Wealth Management
Georgia
$235K – – –
SRC
373
Shufro Rose & Co
New York
$235K +$20.9K +329 +10%
HFA
374
High Falls Advisors
New York
$234K +$2.41K +38 +1%
BMCM
375
Bryn Mawr Capital Management
Pennsylvania
$233K +$233K +3,677 New
13 14
15
16 17