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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

484 hedge funds and large institutions have $6.31B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 120 increasing their positions, 221 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+16
Holders Change %
+3.42%
% of All Funds
7.1%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.21%
New
68
Increased
120
Reduced
221
Closed
45
Calls
$340K
Puts
$7K
Net Calls
+$333K
Net Calls Change
+$157K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$956M
2
Morgan Stanley
Morgan Stanley
New York
$336M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$278M
4
WBG
Wharton Business Group
Pennsylvania
$139M
5
S
SimplyRich
California
$13M

Top Sellers

1
BL
Balentine LLC
Georgia
$2.2M
2
Bank of America
Bank of America
North Carolina
$2.17B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$25.1M
4
Osaic Holdings
Osaic Holdings
Arizona
$18.8M
5
OPAM
Ocean Park Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
351
Financial Advocates Investment Management
Washington
$209K +$209K +2,350 New
WTC
352
WhitTier Trust Company
Nevada
$208K – – –
PAS
353
Park Avenue Securities
New York
$206K +$206K +2,970 New
EWA
354
Exencial Wealth Advisors
Oklahoma
$206K +$206K +2,970 New
WS
355
Wedbush Securities
California
$204K +$204K +2,948 New
TSS
356
Two Sigma Securities
New York
$203K +$203K +2,932 New
PP
357
PDS Planning
Ohio
$203K -$242K -3,493 -54%
NFA
358
Northwest Financial Advisors
Virginia
$193K +$193K +2,783 New
PAG
359
Paladin Advisory Group
Iowa
$187K – – –
Citadel Advisors
360
Citadel Advisors
Florida
$183K -$3.7M -53,332 -95%
EWA
361
EP Wealth Advisors
California
$179K -$84.7K -1,221 -32%
SS
362
Sunbelt Securities
Texas
$176K -$8.53K -123 -5%
CT
363
Colonial Trust
South Carolina
$170K – – –
SAM
364
Smartleaf Asset Management
Massachusetts
$169K +$169K +2,455 New
ADL
365
Asset Dedication LLC
California
$168K +$2.57K +37 +2%
RFS
366
Richardson Financial Services
Massachusetts
$167K +$167K +2,414 New
Citigroup
367
Citigroup
New York
$166K -$3.88K -56 -2%
CPA
368
Clear Point Advisors
New York
$149K +$149K +2,154 New
SFC
369
SYM Financial Corp
Indiana
$138K +$119K +1,723 +629%
PFBT
370
Parkside Financial Bank & Trust
Missouri
$133K – – –
HI
371
Harbour Investments
Wisconsin
$124K +$2.22K +32 +2%
RPCA
372
Running Point Capital Advisors
California
$123K -$415K -5,986 -77%
AIC
373
Archer Investment Corporation
Indiana
$120K – – –
RDFA
374
Ritter Daniher Financial Advisory
Ohio
$117K – – –
WT
375
Whittier Trust
California
$114K -$76.3K -1,100 -40%
13 14
15
16 17