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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

530 hedge funds and large institutions have $5.73B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 159 increasing their positions, 249 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
-32
Holders Change %
-5.69%
% of All Funds
9.25%
Holding in Top 10
36
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-30.77%
% of All Funds
0.63%
New
37
Increased
159
Reduced
249
Closed
62
Calls
$7.86M
Puts
$627K
Net Calls
+$7.23M
Net Calls Change
+$196K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$68.9M
2
OMC
Old Mission Capital
Illinois
+$15.4M
3
GWM
Geneos Wealth Management
Colorado
+$9.03M
4
SEI Investments
SEI Investments
Pennsylvania
+$8.81M
5
MMA
Miracle Mile Advisors
California
+$6.66M

Top Sellers

1
FI
Financial Insights
Washington
-$78.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$67.2M
3
Bank of America
Bank of America
North Carolina
-$64.2M
4
SIRP
Shelter Insurance Retirement Plan
Missouri
-$59.6M
5
FBFS
First Business Financial Services
Wisconsin
-$47.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERIM
401
Eagle Ridge Investment Management
Connecticut
$265K – – –
TCM
402
Tufton Capital Management
Maryland
$264K -$22.6K -300 -8%
CFG
403
Citizens Financial Group
Rhode Island
$264K +$4.3K +57 +2%
BFA
404
Beacon Financial Advisory
Ohio
$260K +$302 +4 +0.1%
CI
405
Ceera Investments
Texas
$259K +$259K +3,425 New
MAG
406
Mayfair Advisory Group
Alabama
$255K +$983 +13 +0.4%
MPCG
407
Matrix Private Capital Group
New York
$251K -$14K -185 -5%
LWAC
408
Laurel Wealth Advisors (California)
California
$249K -$8.17M -108,443 -97%
AW
409
ACG Wealth
Georgia
$249K -$300K -3,977 -55%
TWM
410
Titus Wealth Management
California
$247K -$36.3K -481 -13%
LA
411
LexAurum Advisors
Kansas
$244K -$170K -2,247 -41%
VC
412
Veery Capital
Delaware
$240K -$8.93K -118 -4%
CIAS
413
Capital Investment Advisory Services
North Carolina
$238K +$133K +1,766 +128%
SWM
414
SeaCrest Wealth Management
New York
$237K -$80.6K -1,066 -25%
CAM
415
Cidel Asset Management
Ontario, Canada
$236K -$176K -2,335 -43%
CBT
416
Central Bank & Trust
Kentucky
$236K -$102K -1,352 -30%
BMD
417
Better Money Decisions
New Mexico
$236K +$3.85K +51 +2%
RPSA
418
Richard P. Slaughter Associates
Texas
$235K -$212K -2,821 -47%
WA1
419
Wimmer Associates 1
California
$235K – – –
IFWM
420
Institute for Wealth Management
Colorado
$230K -$377 -5 -0.2%
CWA
421
Core Wealth Advisors
Florida
$230K +$49.3K +652 +27%
PFWA
422
Paces Ferry Wealth Advisors
Georgia
$228K +$228K +3,015 New
MWM
423
Mission Wealth Management
California
$227K +$227K +3,009 New
JIC
424
Johnson Investment Counsel
Ohio
$226K – – –
ESB
425
Essex Savings Bank
Connecticut
$225K – – –
15 16
17
18 19