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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

470 hedge funds and large institutions have $4.38B invested in iShares MSCI EAFE Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 181 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-3
Holders Change %
-0.63%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
58
Increased
130
Reduced
181
Closed
50
Calls
$509K
Puts
$7K
Net Calls
+$502K
Net Calls Change
+$502K

Top Buyers

1
WBG
Wharton Business Group
Pennsylvania
$118M
2
Bank of America
Bank of America
North Carolina
$1.62B
3
WIA
World Investment Advisors
California
$4.14M
4
KWM
Kingsview Wealth Management
Oregon
$3.42M
5
SFA
Sequoia Financial Advisors
Ohio
$3.35M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$738M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$121M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$49.2M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
376
WPG Advisers
Maryland
$67.5K +$67.5K +954 New
PWM
377
Provident Wealth Management
Tennessee
$63.6K +$26.9K +380 +73%
GWSG
378
GPS Wealth Strategies Group
Colorado
$61.7K – – –
AA
379
Ancora Advisors
Ohio
$52.4K – – –
WB
380
Webster Bank
Connecticut
$46K – – –
CTA
381
Colonial Trust Advisors
South Carolina
$46K +$5.3K +75 +13%
EWM
382
EPG Wealth Management
Georgia
$45.1K – – –
LWANC
383
Laurel Wealth Advisors (North Carolina)
North Carolina
$44.6K – – –
IF
384
Integrity Financial
Wyoming
$44.1K – – –
CFG
385
CKW Financial Group
Hawaii
$35K -$10.4K -149 -23%
TSMHT
386
Thurston Springer Miller Herd & Titak
Indiana
$34.1K – – –
TAM
387
Townsend Asset Management
North Carolina
$33.5K -$8.85K -125 -21%
HNB
388
Huntington National Bank
Ohio
$32.7K -$58.3K – –
CA
389
CoreCap Advisors
Michigan
$29.2K -$1.13K -16 -4%
BCMLT
390
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.1K – – –
FC
391
Fairscale Capital
New Hampshire
$28.6K – – –
WIM
392
Westside Investment Management
California
$28.6K – – –
SWM
393
Spire Wealth Management
Virginia
$27.8K -$71 -1 -0.3%
ACA
394
Aptus Capital Advisors
Alabama
$26.5K +$1.77K +25 +7%
BL
395
BFSG LLC
California
$22.3K – – –
FFA
396
Founders Financial Alliance
North Carolina
$21.4K – – –
SSB
397
Sandy Spring Bank
Maryland
$20.6K – – –
FDW
398
Fourth Dimension Wealth
Ohio
$19.5K +$19.5K +276 New
OAJ
399
Ogorek Anthony Joseph
New York
$19K +$207 +3 +1%
BHWM
400
Beaird Harris Wealth Management
Texas
$18.9K – – –
14 15
16
17 18