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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

545 hedge funds and large institutions have $4.71B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 140 increasing their positions, 252 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-30
Holders Change %
-5.22%
% of All Funds
8.62%
Holding in Top 10
30
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.29%
% of All Funds
0.47%
New
41
Increased
140
Reduced
252
Closed
60
Calls
$224K
Puts
$513K
Net Calls
-$289K
Net Calls Change
-$892K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$103M
2
WBG
Wharton Business Group
Pennsylvania
$94.8M
3
PCOC
Power Corp of Canada
Canada
$13.5M
4
Jane Street
Jane Street
New York
$9.39M
5
SGI
Summit Global Investments
Utah
$5.11M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$429M
2
HSA
HBK Sorce Advisory
Pennsylvania
$20.5M
3
HI
Horizon Investments
North Carolina
$1.19M
4
Bank of America
Bank of America
North Carolina
$476M
5
FA
Financial Advisors
Massachusetts
$328K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
401
Bay Colony Advisors
Massachusetts
$249K -$62.3K -865 -20%
MAG
402
Mayfair Advisory Group
Alabama
$245K – – –
SRC
403
Shufro Rose & Co
New York
$244K +$46.1K +638 +23%
WT
404
Whittier Trust
California
$242K – – –
RWB
405
RMR Wealth Builders
New Jersey
$240K -$139K -1,920 -37%
MI
406
Moneywise Inc
Virginia
$238K -$18.2K -252 -7%
MPCG
407
Matrix Private Capital Group
New York
$237K – – –
GSWM
408
Golden State Wealth Management
California
$234K -$266K -3,684 -53%
VC
409
Veery Capital
Delaware
$232K -$1.45K -20 -0.6%
BA
410
Bristlecone Advisors
Washington
$232K – – –
PWM
411
Perigon Wealth Management
California
$229K -$50.1K -696 -18%
WA1
412
Wimmer Associates 1
California
$224K – – –
JIC
413
Johnson Investment Counsel
Ohio
$222K -$3.83K -53 -2%
ESB
414
Essex Savings Bank
Connecticut
$221K – – –
CSPIA
415
Cary Street Partners Investment Advisory
Virginia
$220K -$132K -1,830 -37%
SXL
416
Summit X LLC
Missouri
$220K -$52.9K -741 -19%
PFWA
417
Paces Ferry Wealth Advisors
Georgia
$216K +$24.2K +336 +13%
HGWM
418
Horst & Graben Wealth Management
Oregon
$215K – – –
SFG
419
Sovereign Financial Group
Connecticut
$215K – – –
5L
420
55I LLC
Massachusetts
$214K -$390K -5,415 -65%
NWMG
421
National Wealth Management Group
Ohio
$208K -$31.7K -440 -13%
PCIA
422
Prime Capital Investment Advisors
Kansas
$205K – – –
PIA
423
Pinion Investment Advisors
Kansas
$204K -$548K -7,606 -73%
SIAG
424
Safeguard Investment Advisory Group
California
$201K -$864 -12 -0.4%
DAS
425
Dynamic Advisor Solutions
Arizona
$200K -$18.2K -253 -8%
15 16
17
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