EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

575 hedge funds and large institutions have $5.65B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 181 increasing their positions, 208 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+43
Holders Change %
+8.08%
% of All Funds
8.88%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.54%
New
91
Increased
181
Reduced
208
Closed
40
Calls
$687K
Puts
$84K
Net Calls
+$603K
Net Calls Change
-$6.56M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$647M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$260M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$84.6M
4
BlackRock
BlackRock
New York
$446M
5
AssetMark Inc
AssetMark Inc
California
$13.6M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$158M
2
Franklin Resources
Franklin Resources
California
$1.05M
3
Citadel Advisors
Citadel Advisors
Florida
$520K
4
Bank of America
Bank of America
North Carolina
$556M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$91.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
376
Bank of New York Mellon
New York
$366K +$99.4K +1,293 +37%
JF
377
Jump Financial
Illinois
$366K +$366K +4,771 New
1WA
378
180 Wealth Advisors
Washington
$359K -$2.21K -30 -0.6%
TI
379
Trexquant Investment
Connecticut
$357K +$81.4K +1,059 +30%
BSSFA
380
Baron Silver Stevens Financial Advisors
Florida
$352K -$178K -2,319 -34%
HH
381
Hilltop Holdings
Texas
$349K -$7.9K -103 -2%
LWP
382
Laurel Wealth Planning
Minnesota
$347K -$167K -2,174 -32%
PP
383
Prudential plc
United Kingdom
$347K – – –
BF
384
Blankinship & Foster
California
$345K +$2.92K +38 +0.9%
BSB
385
Bangor Savings Bank
Maine
$342K – – –
RIG
386
Roosevelt Investment Group
New York
$341K – – –
EC
387
Estate Counselors
Wisconsin
$337K -$2.03M -26,455 -86%
EVM
388
Eaton Vance Management
Massachusetts
$334K +$5.76K +75 +2%
BCA
389
Bay Colony Advisors
Massachusetts
$332K +$231 +3 +0.1%
RRWA
390
Rainey & Randall Wealth Advisors
Florida
$332K +$2.76K +36 +0.8%
ACA
391
Ackerman Capital Advisors
Texas
$330K – – –
CWM
392
Congress Wealth Management
Massachusetts
$307K +$307K +4,006 New
LC
393
Landaas & Company
Wisconsin
$302K -$98.8K -1,286 -25%
CA
394
Crumly & Associates
Illinois
$302K -$85.4K -1,170 -22%
NWM
395
Northcape Wealth Management
New York
$301K +$301K +3,916 New
PWM
396
Perigon Wealth Management
California
$298K +$385 +5 +0.1%
AWM
397
Aevitas Wealth Management
Massachusetts
$297K +$998 +13 +0.3%
FPGK
398
Financial Partners Group (Kansas)
Kansas
$296K +$1.97K +27 +0.7%
CT
399
Cambridge Trust
Massachusetts
$296K +$35.6K +463 +14%
WMR
400
Wealth Management Resources
Rhode Island
$294K +$294K +3,835 New
14 15
16
17 18