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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

470 hedge funds and large institutions have $5.96B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 214 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-10
Holders Change %
-2.08%
% of All Funds
7.52%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
49
Increased
109
Reduced
214
Closed
46
Calls
$988K
Puts
–
Net Calls
+$988K
Net Calls Change
+$5K

Top Buyers

1
BL
Balentine LLC
Georgia
$149M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$606M
3
Morgan Stanley
Morgan Stanley
New York
$235M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$295M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$172M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.17B
2
GC
GFG Capital
Florida
$2.37M
3
Jane Street
Jane Street
New York
$823K
4
GIS
Grayhawk Investment Strategies
Alberta, Canada
$21.4M
5
WPW
Waldron Private Wealth
Pennsylvania
$2.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
351
Northcape Wealth Management
New York
$204K +$204K +3,012 New
CPRC
352
Consolidated Portfolio Review Corp
New York
$202K +$202K +2,986 New
SFG
353
Sovereign Financial Group
Connecticut
$202K +$202K +2,983 New
VWA
354
V Wealth Advisors
Kansas
$201K +$201K +2,968 New
AWA
355
Alaska Wealth Advisors
Alaska
$197K -$6.67M -98,607 -97%
CT
356
Colonial Trust
South Carolina
$186K -$20.3K -300 -10%
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$186K -$8.86K -131 -5%
SIC
358
Salem Investment Counselors
North Carolina
$185K -$9.81K -145 -5%
LFG
359
Larson Financial Group
Missouri
$176K +$30.6K +453 +21%
ONST
360
Old North State Trust
North Carolina
$171K -$6.36K -94 -4%
HIA
361
Harbor Investment Advisory
Maryland
$164K +$26K +385 +19%
FDCDDQ
362
Federation des caisses Desjardins du Quebec
Quebec, Canada
$154K -$2.5K -37 -2%
PCM
363
Pointe Capital Management
Michigan
$144K +$144K +2,127 New
OFG
364
Oxford Financial Group
Indiana
$143K – – –
TWA
365
TCI Wealth Advisors
Arizona
$142K +$142K +2,100 New
AF
366
Advisornet Financial
Minnesota
$136K +$120K +1,771 +723%
OHWP
367
Oak Harbor Wealth Partners
North Carolina
$135K – – –
TAM
368
Townsend Asset Management
North Carolina
$128K -$1.08K -16 -0.8%
PFBT
369
Parkside Financial Bank & Trust
Missouri
$127K – – –
CBT
370
Central Bank & Trust
Kentucky
$122K -$57.4K -848 -32%
FHA
371
First Horizon Advisors
Tennessee
$115K – – –
AIC
372
Archer Investment Corporation
Indiana
$113K +$5.14K +76 +5%
WTC
373
WhitTier Trust Company
Nevada
$109K – – –
SS
374
Sunbelt Securities
Texas
$101K +$101K +1,494 New
CSPIA
375
Cary Street Partners Investment Advisory
Virginia
$90.9K -$4.53K -67 -5%
13 14
15
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