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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

470 hedge funds and large institutions have $4.38B invested in iShares MSCI EAFE Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 181 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-3
Holders Change %
-0.63%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
58
Increased
130
Reduced
181
Closed
50
Calls
$509K
Puts
$7K
Net Calls
+$502K
Net Calls Change
+$502K

Top Buyers

1
WBG
Wharton Business Group
Pennsylvania
$118M
2
Bank of America
Bank of America
North Carolina
$1.62B
3
WIA
World Investment Advisors
California
$4.14M
4
KWM
Kingsview Wealth Management
Oregon
$3.42M
5
SFA
Sequoia Financial Advisors
Ohio
$3.35M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$738M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$121M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$49.2M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
351
Paladin Advisory Group
Iowa
$147K – – –
CF
352
Centaurus Financial
California
$145K -$496 -7 -0.3%
SFCL
353
Strengthening Families & Communities LLC
Massachusetts
$137K – – –
HI
354
Harbour Investments
Wisconsin
$133K +$1.63K +23 +1%
SFC
355
SYM Financial Corp
Indiana
$132K -$8.34K -118 -6%
HPC
356
HM Payson & Co
Maine
$123K – – –
AIC
357
Archer Investment Corporation
Indiana
$119K – – –
NWMP
358
Noble Wealth Management PBC
Colorado
$118K +$118K +1,667 New
WT
359
Whittier Trust
California
$116K -$13.8K -195 -11%
DAM
360
Delta Asset Management
Tennessee
$104K – – –
AF
361
Advisornet Financial
Minnesota
$104K +$12K +169 +13%
T
362
Transce3nd
Texas
$92.3K +$92.3K +1,306 New
GJIA
363
Glass Jacobson Investment Advisors
Maryland
$91K +$51.8K +732 +132%
RPCA
364
Running Point Capital Advisors
California
$87.8K – – –
BC
365
Barrett & Company
Rhode Island
$85.7K +$4.38K +62 +5%
EBA
366
Eagle Bay Advisors
New York
$85.6K – – –
FDCDDQ
367
Federation des caisses Desjardins du Quebec
Quebec, Canada
$85.5K -$13.6K -192 -14%
SAM
368
Synergy Asset Management
Washington
$84.7K +$84.7K +1,104 New
BOJHT
369
Bank of Jackson Hole Trust
Wyoming
$82.5K +$82.5K +1,167 New
RFA
370
Reyes Financial Architecture
California
$81.1K +$81.1K +1,147 New
CFB
371
Cullen/Frost Bankers
Texas
$80.7K -$51.2K -724 -39%
CIBC Private Wealth Group
372
CIBC Private Wealth Group
Georgia
$71.8K -$10.7K -151 -13%
AWM
373
Avior Wealth Management
Nebraska
$70.1K +$1.13K +16 +2%
HIA
374
Harbor Investment Advisory
Maryland
$69.1K -$23.6K -334 -25%
LFG
375
Larson Financial Group
Missouri
$68K +$18.8K +266 +38%
13 14
15
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