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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

520 hedge funds and large institutions have $3.93B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 131 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
-25
Holders Change %
-4.59%
% of All Funds
8.79%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.47%
New
48
Increased
131
Reduced
251
Closed
68
Calls
$222K
Puts
–
Net Calls
+$222K
Net Calls Change
+$511K

Top Buyers

1
Jane Street
Jane Street
New York
+$65.3M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$11M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.77M
4
AL
Aspiriant LLC
California
+$8.92M
5
TWM
Tolleson Wealth Management
Texas
+$8.56M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$266M
2
OBWP
O'Brien Wealth Partners
Massachusetts
-$52.1M
3
MMA
Miracle Mile Advisors
California
-$37.1M
4
Bank of America
Bank of America
North Carolina
-$29.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSSFA
376
Baron Silver Stevens Financial Advisors
Florida
$231K – – –
CWM
377
Cordatus Wealth Management
Pennsylvania
$228K – – –
CSPIA
378
Cary Street Partners Investment Advisory
Virginia
$228K +$34.1K +538 +18%
NWM
379
Northcape Wealth Management
New York
$227K -$23.7K -375 -9%
SFP
380
Shepherd Financial Partners
Massachusetts
$223K +$223K +3,528 New
MAG
381
Mayfair Advisory Group
Alabama
$222K – – –
SAF
382
Smith Anglin Financial
Texas
$217K +$217K +3,428 New
RF
383
Resolute Financial
Massachusetts
$215K -$176K -2,777 -45%
WAP
384
Wealthcare Advisory Partners
Pennsylvania
$215K -$87.4K -1,377 -29%
RWB
385
RMR Wealth Builders
New Jersey
$213K +$2.53K +40 +1%
BCA
386
Bay Colony Advisors
Massachusetts
$212K -$14.5K -221 -6%
TPWM
387
Twelve Points Wealth Management
Massachusetts
$210K -$325K -5,126 -61%
MPCG
388
Matrix Private Capital Group
New York
$208K – – –
CG
389
Colony Group
Massachusetts
$205K +$205K +3,241 New
FPGK
390
Financial Partners Group (Kansas)
Kansas
$204K -$34.8K -550 -15%
BA
391
Bristlecone Advisors
Washington
$204K – – –
AA
392
Ancora Advisors
Ohio
$202K -$1.92M -30,292 -90%
FA
393
Faithward Advisors
Pennsylvania
$201K -$23.6K -373 -11%
SIAG
394
Safeguard Investment Advisory Group
California
$201K – – –
SWA
395
Stratos Wealth Advisors
Ohio
$201K +$201K +3,171 New
MLA
396
My Legacy Advisors
Oregon
$200K -$60.5K -961 -23%
WT
397
Whittier Trust
California
$192K -$21.1K -333 -10%
CSWG
398
Cardinal Strategic Wealth Guidance
Kentucky
$175K -$437K -6,887 -71%
CBT
399
Central Bank & Trust
Kentucky
$166K +$85.1K +1,345 +105%
FDCDDQ
400
Federation des caisses Desjardins du Quebec
Quebec, Canada
$146K – – –
14 15
16
17 18