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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

468 hedge funds and large institutions have $6.05B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 212 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
-4
Holders Change %
-0.85%
% of All Funds
7.46%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
47
Increased
111
Reduced
212
Closed
44
Calls
$698K
Puts
$522K
Net Calls
+$176K
Net Calls Change
-$702K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$161M
2
Bank of America
Bank of America
North Carolina
+$60.3M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$33M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$31M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$29M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$16.8M
2
LS
Liquid Strategies
Georgia
-$13.3M
3
S
SimplyRich
California
-$12.2M
4
HNB
Huntington National Bank
Ohio
-$11.5M
5
BlackRock
BlackRock
New York
-$8.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOPW
351
Brandywine Oak Private Wealth
Pennsylvania
$203K – – –
BRWA
352
B. Riley Wealth Advisors
Florida
$202K -$23K -353 -10%
WTC
353
WhitTier Trust Company
Nevada
$196K – – –
WT
354
Whittier Trust
California
$179K +$71.7K +1,100 +67%
PAG
355
Paladin Advisory Group
Iowa
$176K -$30.2K -463 -15%
SS
356
Sunbelt Securities
Texas
$173K – – –
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$163K -$73.3K -1,124 -31%
FHA
358
First Horizon Advisors
Tennessee
$163K – – –
CT
359
Colonial Trust
South Carolina
$160K – – –
Citigroup
360
Citigroup
New York
$160K +$160K +2,449 New
ADL
361
Asset Dedication LLC
California
$155K -$127K -1,950 -45%
HIA
362
Harbor Investment Advisory
Maryland
$137K -$21K -322 -13%
PFBT
363
Parkside Financial Bank & Trust
Missouri
$125K – – –
HI
364
Harbour Investments
Wisconsin
$115K -$39.1K -600 -25%
AF
365
Advisornet Financial
Minnesota
$114K -$24.3K -372 -18%
AIC
366
Archer Investment Corporation
Indiana
$113K +$4.5K +69 +4%
RDFA
367
Ritter Daniher Financial Advisory
Ohio
$110K – – –
GJIA
368
Glass Jacobson Investment Advisors
Maryland
$91.3K -$16.8K -257 -16%
FDCDDQ
369
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91K -$55.8K -856 -38%
AWA
370
Alaska Wealth Advisors
Alaska
$88.7K -$6.46K -99 -7%
EWP
371
Elevation Wealth Partners
California
$86.3K – – –
IF
372
Integrity Financial
Wyoming
$83.8K -$16.8K -257 -17%
BC
373
Barrett & Company
Rhode Island
$75K – – –
TAM
374
Townsend Asset Management
North Carolina
$72.7K -$15.9K -243 -18%
WTA
375
Washington Trust Advisors
Massachusetts
$68.2K – – –
13 14
15
16 17