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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

484 hedge funds and large institutions have $6.31B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 120 increasing their positions, 221 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+16
Holders Change %
+3.42%
% of All Funds
7.1%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.21%
New
68
Increased
120
Reduced
221
Closed
45
Calls
$340K
Puts
$7K
Net Calls
+$333K
Net Calls Change
+$157K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$956M
2
Morgan Stanley
Morgan Stanley
New York
$336M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$278M
4
WBG
Wharton Business Group
Pennsylvania
$139M
5
S
SimplyRich
California
$13M

Top Sellers

1
BL
Balentine LLC
Georgia
$2.2M
2
Bank of America
Bank of America
North Carolina
$2.17B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$25.1M
4
Osaic Holdings
Osaic Holdings
Arizona
$18.8M
5
OPAM
Ocean Park Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
376
Harbor Investment Advisory
Maryland
$109K -$36.3K -524 -25%
AF
377
Advisornet Financial
Minnesota
$106K -$15.6K -225 -13%
DAM
378
Delta Asset Management
Tennessee
$102K +$102K +1,474 New
FDCDDQ
379
Federation des caisses Desjardins du Quebec
Quebec, Canada
$98.5K +$1.73K +25 +2%
EWP
380
Elevation Wealth Partners
California
$86.3K – – –
IF
381
Integrity Financial
Wyoming
$82.4K -$6.73K -97 -8%
BC
382
Barrett & Company
Rhode Island
$79.7K – – –
AWA
383
Alaska Wealth Advisors
Alaska
$67.3K -$27K -390 -29%
LFG
384
Larson Financial Group
Missouri
$65.8K -$6.65K -96 -9%
SIC
385
Salem Investment Counselors
North Carolina
$62.3K -$4.44K -64 -7%
CPG
386
Cornerstone Planning Group
New Jersey
$62.1K -$199K -2,876 -76%
GWSG
387
GPS Wealth Strategies Group
Colorado
$61.2K – – –
FFA
388
Farther Finance Advisors
California
$60.9K +$40.1K +578 +192%
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$60.8K – – –
DWMG
390
DB Wealth Management Group
California
$57.4K +$693 +10 +1%
CFG
391
CKW Financial Group
Hawaii
$56K – – –
AP
392
Aspect Partners
Virginia
$53.5K +$53.5K +771 New
TAM
393
Townsend Asset Management
North Carolina
$51.6K -$25.7K -370 -33%
GI
394
Gradient Investments
Minnesota
$47.8K +$2.5K +36 +6%
WB
395
Webster Bank
Connecticut
$45.1K – – –
EWM
396
EPG Wealth Management
Georgia
$45.1K -$6.21K -92 -12%
AA
397
Ancora Advisors
Ohio
$44.8K +$20.5K +295 +84%
Simplex Trading
398
Simplex Trading
Illinois
$42K +$24.6K +363 +142%
HF
399
Halpern Financial
Virginia
$41.3K – – –
PWM
400
Provident Wealth Management
Tennessee
$40.4K – – –
14 15
16
17 18