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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

520 hedge funds and large institutions have $3.93B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 131 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
-25
Holders Change %
-4.59%
% of All Funds
8.79%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.47%
New
48
Increased
131
Reduced
251
Closed
68
Calls
$222K
Puts
–
Net Calls
+$222K
Net Calls Change
+$511K

Top Buyers

1
Jane Street
Jane Street
New York
+$65.3M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$11M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.77M
4
AL
Aspiriant LLC
California
+$8.92M
5
TWM
Tolleson Wealth Management
Texas
+$8.56M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$266M
2
OBWP
O'Brien Wealth Partners
Massachusetts
-$52.1M
3
MMA
Miracle Mile Advisors
California
-$37.1M
4
Bank of America
Bank of America
North Carolina
-$29.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
401
ACG Wealth
Georgia
$143K +$143K +2,257 New
HWMA
402
Heritage Wealth Management (Arizona)
Arizona
$137K -$7.85K -124 -5%
HIA
403
Harbor Investment Advisory
Maryland
$133K +$16.2K +256 +14%
SWM
404
SeaCrest Wealth Management
New York
$132K +$132K +2,091 New
PFBT
405
Parkside Financial Bank & Trust
Missouri
$130K +$78K +1,229 +150%
OHWP
406
Oak Harbor Wealth Partners
North Carolina
$127K – – –
CMBA
407
C.M. Bidwell & Associates
Hawaii
$124K – – –
CT
408
Cambridge Trust
Massachusetts
$121K -$211K -3,350 -64%
TAM
409
Townsend Asset Management
North Carolina
$115K -$19.4K -307 -14%
OFG
410
Oxford Financial Group
Indiana
$109K – – –
FHA
411
First Horizon Advisors
Tennessee
$108K +$7.15K +113 +7%
CFN
412
Cordasco Financial Network
Florida
$106K – – –
WTC
413
WhitTier Trust Company
Nevada
$102K – – –
AIC
414
Archer Investment Corporation
Indiana
$101K – – –
AF
415
Advisornet Financial
Minnesota
$93K -$38.8K -616 -29%
LDFR
416
Lehman & Derafelo Financial Resources
Pennsylvania
$87K +$87K +1,375 New
PWM
417
Provident Wealth Management
Tennessee
$80K +$632 +10 +0.8%
LWP
418
Laurel Wealth Planning
Minnesota
$78K -$160K -2,530 -67%
TFGT
419
TS Financial Group (TSFG)
Illinois
$76K -$9.01K -142 -11%
PA
420
Parallel Advisors
California
$75K +$16.4K +258 +28%
CA
421
CoreCap Advisors
Michigan
$75K +$75K +1,192 New
COCM
422
Charter Oak Capital Management
New Hampshire
$73K -$3.5K -55 -5%
PFGIA
423
Patriot Financial Group Insurance Agency
Massachusetts
$73K +$18.8K +296 +35%
LFG
424
Larson Financial Group
Missouri
$71K +$700 +11 +1%
National Bank of Canada
425
National Bank of Canada
Quebec, Canada
$66K – – –
15 16
17
18 19