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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

466 hedge funds and large institutions have $5.33B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 226 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-54
Holders Change %
-10.38%
% of All Funds
8.06%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.4%
New
31
Increased
116
Reduced
226
Closed
76
Calls
$192K
Puts
–
Net Calls
+$192K
Net Calls Change
-$30K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.26B
2
BlackRock
BlackRock
New York
$335M
3
AL
Aspiriant LLC
California
$32.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$209M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$108M

Top Sellers

1
Jane Street
Jane Street
New York
$1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$309M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$124M
4
GWM
Geneos Wealth Management
Colorado
$9.77M
5
Ameriprise
Ameriprise
Minnesota
$91.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
376
BOK Financial Private Wealth
Colorado
$55K – – –
MCM
377
MV Capital Management
Maryland
$52K -$592K -10,365 -92%
PWM
378
Provident Wealth Management
Tennessee
$52K -$20.5K -358 -28%
MPWT
379
MassMutual Private Wealth & Trust
Connecticut
$50K – – –
National Bank of Canada
380
National Bank of Canada
Quebec, Canada
$49K -$10.5K -183 -18%
BIA
381
Bell Investment Advisors
California
$49K – – –
AIP
382
Almanack Investment Partners
Pennsylvania
$48K +$48K +834 New
GWSG
383
GPS Wealth Strategies Group
Colorado
$47K +$27.3K +484 +139%
CFG
384
CKW Financial Group
Hawaii
$46K – – –
AWM
385
Atticus Wealth Management
Florida
$45K – – –
FFA
386
Founders Financial Alliance
North Carolina
$45K +$11.9K +210 +36%
BL
387
Balentine LLC
Georgia
$42K – – –
RIA
388
Realta Investment Advisors
Delaware
$42K +$42K +740 New
ACK
389
Andrew C. Karlinski
$40K – – –
HF
390
Halpern Financial
Virginia
$38.8K – – –
Simplex Trading
391
Simplex Trading
Illinois
$38K +$23.2K +417 +157%
WB
392
Webster Bank
Connecticut
$37K -$8.54K -150 -19%
PA
393
Parallel Advisors
California
$33K -$34.7K -605 -51%
MA
394
MUFG Americas
New York
$33K – – –
LWP
395
Lumature Wealth Partners
Georgia
$33K – – –
CWM
396
Cedar Wealth Management
California
$32K – – –
SWM
397
Selective Wealth Management
Virginia
$31K -$3.66K -65 -11%
WWM
398
Wolff Wiese Magana
California
$31K – – –
EI
399
Ellevest Inc
New York
$30K – – –
GI
400
Gradient Investments
Minnesota
$29K -$6.71K -117 -19%
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16
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