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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

472 hedge funds and large institutions have $5.97B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 167 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.44%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
47
Increased
167
Reduced
183
Closed
43
Calls
$878K
Puts
–
Net Calls
+$878K
Net Calls Change
-$110K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$665M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$202M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$322M
4
Amundi
Amundi
France
$15.9M
5
BlackRock
BlackRock
New York
$344M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.09B
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$3.59M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$645K
4
HNB
Huntington National Bank
Ohio
$11.5M
5
SAM
Securian Asset Management
Minnesota
$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
351
Bristlecone Advisors
Washington
$217K – – –
PAG
352
Paladin Advisory Group
Iowa
$213K – – –
SFG
353
Sovereign Financial Group
Connecticut
$213K +$11.7K +173 +6%
BOPW
354
Brandywine Oak Private Wealth
Pennsylvania
$211K – – –
HGWM
355
Horst & Graben Wealth Management
Oregon
$210K +$4.04K +60 +2%
FA
356
Fiduciary Alliance
South Carolina
$210K +$210K +3,109 New
RRWA
357
Rainey & Randall Wealth Advisors
Florida
$208K – – –
GLLW
358
Graves Light Lenhart Wealth
Virginia
$206K +$1.08K +16 +0.5%
WTC
359
WhitTier Trust Company
Nevada
$203K +$94K +1,392 +86%
SS
360
Sunbelt Securities
Texas
$179K +$78.6K +1,164 +78%
SSB
361
Sandy Spring Bank
Maryland
$172K +$161K +2,382 +1,401%
FHA
362
First Horizon Advisors
Tennessee
$168K +$53.7K +795 +47%
CT
363
Colonial Trust
South Carolina
$165K -$19.8K -294 -11%
HIA
364
Harbor Investment Advisory
Maryland
$163K – – –
HI
365
Harbour Investments
Wisconsin
$159K -$206K -3,051 -56%
AFG
366
Albion Financial Group
Utah
$153K +$153K +2,272 New
FDCDDQ
367
Federation des caisses Desjardins du Quebec
Quebec, Canada
$152K -$1.42K -21 -0.9%
SIC
368
Salem Investment Counselors
North Carolina
$149K -$35K -518 -19%
AF
369
Advisornet Financial
Minnesota
$143K +$7.09K +105 +5%
OFG
370
Oxford Financial Group
Indiana
$143K – – –
OHWP
371
Oak Harbor Wealth Partners
North Carolina
$135K – – –
PFBT
372
Parkside Financial Bank & Trust
Missouri
$130K +$2.9K +43 +2%
CBT
373
Central Bank & Trust
Kentucky
$122K – – –
RDFA
374
Ritter Daniher Financial Advisory
Ohio
$114K +$114K +1,685 New
AIC
375
Archer Investment Corporation
Indiana
$112K – – –
13 14
15
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