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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

468 hedge funds and large institutions have $6.05B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 212 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
-4
Holders Change %
-0.85%
% of All Funds
7.46%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
47
Increased
111
Reduced
212
Closed
44
Calls
$698K
Puts
$522K
Net Calls
+$176K
Net Calls Change
-$702K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$161M
2
Bank of America
Bank of America
North Carolina
+$60.3M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$33M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$31M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$29M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$16.8M
2
LS
Liquid Strategies
Georgia
-$13.3M
3
S
SimplyRich
California
-$12.2M
4
HNB
Huntington National Bank
Ohio
-$11.5M
5
BlackRock
BlackRock
New York
-$8.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
376
Larson Financial Group
Missouri
$68.2K -$2.81K -43 -4%
SIC
377
Salem Investment Counselors
North Carolina
$62.7K -$81.4K -1,248 -56%
GWSG
378
GPS Wealth Strategies Group
Colorado
$57.5K – – –
MPWT
379
MassMutual Private Wealth & Trust
Connecticut
$57.2K -$1.04K -16 -2%
DWMG
380
DB Wealth Management Group
California
$53.3K – – –
CFG
381
CKW Financial Group
Hawaii
$52K – – –
EWM
382
EPG Wealth Management
Georgia
$49.6K +$40.2K +616 +428%
SSWM
383
Sheets Smith Wealth Management
North Carolina
$48.6K +$48.6K +745 New
GI
384
Gradient Investments
Minnesota
$42.6K -$391 -6 -0.9%
WB
385
Webster Bank
Connecticut
$42.4K – – –
RIA
386
Realta Investment Advisors
Delaware
$40.9K – – –
HGERS
387
Householder Group Estate & Retirement Specialist
Arizona
$40.2K +$40.2K +616 New
HF
388
Halpern Financial
Virginia
$39.1K – – –
PWM
389
Provident Wealth Management
Tennessee
$38K -$10.6K -162 -22%
CBT
390
Central Bank & Trust
Kentucky
$37.8K -$80K -1,227 -68%
CTA
391
Colonial Trust Advisors
South Carolina
$37.5K – – –
CWM
392
Cedar Wealth Management
California
$36.6K – – –
MIA
393
Milestone Investment Advisors
Wisconsin
$36.1K – – –
CSWG
394
Cardinal Strategic Wealth Guidance
Kentucky
$34.6K – – –
CT
395
Cambridge Trust
Massachusetts
$34.4K – – –
WIM
396
Westside Investment Management
California
$32.9K -$13K -200 -28%
National Bank of Canada
397
National Bank of Canada
Quebec, Canada
$31.2K – – –
HFS
398
Hantz Financial Services
Michigan
$30K – – –
BCMLT
399
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.1K – – –
NSG
400
Nalls Sherbakoff Group
Tennessee
$26.9K +$65 +1 +0.2%
14 15
16
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