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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

466 hedge funds and large institutions have $5.33B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 226 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-54
Holders Change %
-10.38%
% of All Funds
8.06%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.4%
New
31
Increased
116
Reduced
226
Closed
76
Calls
$192K
Puts
–
Net Calls
+$192K
Net Calls Change
-$30K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.26B
2
BlackRock
BlackRock
New York
$335M
3
AL
Aspiriant LLC
California
$32.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$209M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$108M

Top Sellers

1
Jane Street
Jane Street
New York
$1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$309M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$124M
4
GWM
Geneos Wealth Management
Colorado
$9.77M
5
Ameriprise
Ameriprise
Minnesota
$91.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
351
Deutsche Bank
Germany
$176K -$37.1K -649 -17%
SIC
352
Salem Investment Counselors
North Carolina
$173K -$189K -3,300 -52%
WT
353
Whittier Trust
California
$173K +$171 +3 +0.1%
CT
354
Colonial Trust
South Carolina
$173K +$173K +3,043 New
AA
355
Ancora Advisors
Ohio
$162K -$18.9K -333 -10%
FDCDDQ
356
Federation des caisses Desjardins du Quebec
Quebec, Canada
$132K – – –
HWMA
357
Heritage Wealth Management (Arizona)
Arizona
$124K – – –
CSWG
358
Cardinal Strategic Wealth Guidance
Kentucky
$115K -$42.2K -740 -27%
OHWP
359
Oak Harbor Wealth Partners
North Carolina
$114K – – –
HIA
360
Harbor Investment Advisory
Maryland
$110K -$9.92K -174 -8%
CT
361
Cambridge Trust
Massachusetts
$110K – – –
TAM
362
Townsend Asset Management
North Carolina
$104K – – –
CTA
363
Colonial Trust Advisors
South Carolina
$100K +$100K +1,756 New
OFG
364
Oxford Financial Group
Indiana
$98K – – –
FHA
365
First Horizon Advisors
Tennessee
$96K -$452 -8 -0.5%
WTC
366
WhitTier Trust Company
Nevada
$92K – – –
AIC
367
Archer Investment Corporation
Indiana
$90.6K – – –
LDFR
368
Lehman & Derafelo Financial Resources
Pennsylvania
$78K – – –
PFBT
369
Parkside Financial Bank & Trust
Missouri
$76K -$40.3K -710 -35%
BC
370
Barrett & Company
Rhode Island
$73.1K +$73.1K +1,150 New
TFGT
371
TS Financial Group (TSFG)
Illinois
$68K – – –
LWP
372
Laurel Wealth Planning
Minnesota
$65K -$5.79K -101 -8%
LFG
373
Larson Financial Group
Missouri
$64K – – –
WTA
374
Washington Trust Advisors
Massachusetts
$60K – – –
TRCT
375
Tower Research Capital (TRC)
New York
$60K +$9.53K +167 +19%
13 14
15
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