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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

470 hedge funds and large institutions have $5.96B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 214 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-10
Holders Change %
-2.08%
% of All Funds
7.52%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
49
Increased
109
Reduced
214
Closed
46
Calls
$988K
Puts
–
Net Calls
+$988K
Net Calls Change
+$5K

Top Buyers

1
BL
Balentine LLC
Georgia
$149M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$606M
3
Morgan Stanley
Morgan Stanley
New York
$235M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$295M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$172M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.17B
2
GC
GFG Capital
Florida
$2.37M
3
Jane Street
Jane Street
New York
$823K
4
GIS
Grayhawk Investment Strategies
Alberta, Canada
$21.4M
5
WPW
Waldron Private Wealth
Pennsylvania
$2.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWP
376
Elevation Wealth Partners
California
$87.9K +$87.9K +1,299 New
TRCT
377
Tower Research Capital (TRC)
New York
$82K +$81.8K +1,209 +40,300%
BC
378
Barrett & Company
Rhode Island
$77.8K – – –
WTA
379
Washington Trust Advisors
Massachusetts
$70.8K – – –
SSC
380
Syverson Strege & Co
Iowa
$62.9K -$24.8K -366 -28%
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$61.7K +$2.44K +36 +4%
SIS
382
Sound Income Strategies
Florida
$60.7K +$25.8K +382 +74%
GWSG
383
GPS Wealth Strategies Group
Colorado
$58K +$58K +858 New
DWMG
384
DB Wealth Management Group
California
$54.3K – – –
CFG
385
CKW Financial Group
Hawaii
$54K – – –
PWM
386
Provident Wealth Management
Tennessee
$51.4K -$1.89K -28 -4%
Deutsche Bank
387
Deutsche Bank
Germany
$49.7K -$159K -2,348 -76%
WIM
388
Westside Investment Management
California
$47.7K – – –
GI
389
Gradient Investments
Minnesota
$44.8K – – –
WB
390
Webster Bank
Connecticut
$44K – – –
National Bank of Canada
391
National Bank of Canada
Quebec, Canada
$43.9K -$9.54K -141 -18%
HGERS
392
Householder Group Estate & Retirement Specialist
Arizona
$41K +$41K +605 New
HF
393
Halpern Financial
Virginia
$40.6K – – –
CP
394
Castleview Partners
Texas
$39.8K -$35.9K -530 -47%
CTA
395
Colonial Trust Advisors
South Carolina
$38.9K – – –
LWP
396
Lumature Wealth Partners
Georgia
$38.9K – – –
CWM
397
Cedar Wealth Management
California
$38K – – –
MIA
398
Milestone Investment Advisors
Wisconsin
$37.5K – – –
CT
399
Cambridge Trust
Massachusetts
$36.5K – – –
WWM
400
Wolff Wiese Magana
California
$36.5K – – –
14 15
16
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