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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

466 hedge funds and large institutions have $5.33B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 226 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-54
Holders Change %
-10.38%
% of All Funds
8.06%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.4%
New
31
Increased
116
Reduced
226
Closed
76
Calls
$192K
Puts
–
Net Calls
+$192K
Net Calls Change
-$30K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.26B
2
BlackRock
BlackRock
New York
$335M
3
AL
Aspiriant LLC
California
$32.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$209M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$108M

Top Sellers

1
Jane Street
Jane Street
New York
$1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$309M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$124M
4
GWM
Geneos Wealth Management
Colorado
$9.77M
5
Ameriprise
Ameriprise
Minnesota
$91.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
401
Sound Income Strategies
Florida
$29K +$6.03K +107 +26%
Citigroup
402
Citigroup
New York
$27K -$348K -6,121 -93%
WPWM
403
Western Pacific Wealth Management
Illinois
$27K – – –
BCMLT
404
Beacon Capital Management LLC (Tennessee)
Tennessee
$25K – – –
BWP
405
Baldwin Wealth Partners
Massachusetts
$24K – – –
CIAS
406
Capital Investment Advisory Services
North Carolina
$23K -$15.8K -273 -41%
HFS
407
Hantz Financial Services
Michigan
$21K – – –
RCM
408
Rain Capital Management
Oregon
$21K – – –
HCP
409
Hexagon Capital Partners
Arkansas
$18K – – –
GWS
410
Glassman Wealth Services
Virginia
$17K – – –
TFA
411
Toth Financial Advisory
Virginia
$17K – – –
CAAS
412
Capital Asset Advisory Services
Michigan
$16K – – –
TFP
413
Tilia Fiduciary Partners
North Carolina
$16K – – –
CCM
414
Cribstone Capital Management
Maine
$16K +$16K +275 New
HWP
415
Highline Wealth Partners
California
$15.9K +$15.9K +279 New
OPW
416
Oxler Private Wealth
New York
$15.3K +$15.3K +160 New
OAJ
417
Ogorek Anthony Joseph
New York
$15K -$7.67K -137 -34%
AF
418
Advisornet Financial
Minnesota
$14K -$71.1K -1,234 -84%
CMBA
419
C.M. Bidwell & Associates
Hawaii
$12K -$98.5K -1,740 -89%
PCA
420
Providence Capital Advisors
North Carolina
$12K – – –
CIR
421
Clear Investment Research
Georgia
$12K – – –
SAM
422
Strategic Asset Management
Minnesota
$12K +$56 +1 +0.5%
OC
423
Oakworth Capital
Alabama
$11K – – –
JWBC
424
John W. Brooker & Co
California
$11K +$11K +190 New
GEA
425
Glen Eagle Advisors
New Jersey
$10.2K +$5.93K +104 +139%
15 16
17
18 19