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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

472 hedge funds and large institutions have $5.97B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 167 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.44%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
47
Increased
167
Reduced
183
Closed
43
Calls
$878K
Puts
–
Net Calls
+$878K
Net Calls Change
-$110K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$665M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$202M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$322M
4
Amundi
Amundi
France
$15.9M
5
BlackRock
BlackRock
New York
$344M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.09B
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$3.59M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$645K
4
HNB
Huntington National Bank
Ohio
$11.5M
5
SAM
Securian Asset Management
Minnesota
$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIA
376
Glass Jacobson Investment Advisors
Maryland
$112K +$112K +1,657 New
WT
377
Whittier Trust
California
$110K -$94K -1,392 -46%
IF
378
Integrity Financial
Wyoming
$104K -$405K -6,008 -80%
AWA
379
Alaska Wealth Advisors
Alaska
$98.5K -$98.2K -1,455 -50%
TAM
380
Townsend Asset Management
North Carolina
$91.6K -$35.7K -529 -28%
OP
381
ORG Partners
Indiana
$90.3K +$90.3K +1,342 New
EWP
382
Elevation Wealth Partners
California
$89.4K +$1.69K +25 +2%
BC
383
Barrett & Company
Rhode Island
$77.6K – – –
LFG
384
Larson Financial Group
Missouri
$73.5K -$102K -1,512 -58%
TRCT
385
Tower Research Capital (TRC)
New York
$73K -$8.84K -131 -11%
AT
386
Avalon Trust
New Mexico
$71.6K +$63.8K +945 +822%
WTA
387
Washington Trust Advisors
Massachusetts
$70.6K – – –
OSAM
388
O'Shaughnessy Asset Management
Connecticut
$70.6K +$62.9K +932 +818%
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$60.2K -$1.35K -20 -2%
GWSG
390
GPS Wealth Strategies Group
Colorado
$59.5K +$1.62K +24 +3%
DWMG
391
DB Wealth Management Group
California
$55.2K +$1.08K +16 +2%
CFG
392
CKW Financial Group
Hawaii
$54K – – –
FCAG
393
First Capital Advisors Group
New Jersey
$50.4K +$50.4K +746 New
PWM
394
Provident Wealth Management
Tennessee
$50.2K -$1.08K -16 -2%
Deutsche Bank
395
Deutsche Bank
Germany
$49.6K – – –
WIM
396
Westside Investment Management
California
$47.6K – – –
GI
397
Gradient Investments
Minnesota
$44.5K -$203 -3 -0.5%
WB
398
Webster Bank
Connecticut
$43.9K – – –
RIA
399
Realta Investment Advisors
Delaware
$40.9K +$40.9K +606 New
HF
400
Halpern Financial
Virginia
$40.5K – – –
14 15
16
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