EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

470 hedge funds and large institutions have $5.96B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 214 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-10
Holders Change %
-2.08%
% of All Funds
7.52%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
49
Increased
109
Reduced
214
Closed
46
Calls
$988K
Puts
–
Net Calls
+$988K
Net Calls Change
+$5K

Top Buyers

1
BL
Balentine LLC
Georgia
$149M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$606M
3
Morgan Stanley
Morgan Stanley
New York
$235M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$295M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$172M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.17B
2
GC
GFG Capital
Florida
$2.37M
3
Jane Street
Jane Street
New York
$823K
4
GIS
Grayhawk Investment Strategies
Alberta, Canada
$21.4M
5
WPW
Waldron Private Wealth
Pennsylvania
$2.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
401
Ellevest Inc
New York
$36.4K – – –
CSWG
402
Cardinal Strategic Wealth Guidance
Kentucky
$35.9K -$50.5K -747 -58%
WPWM
403
Western Pacific Wealth Management
Illinois
$32.1K – – –
PA
404
Parallel Advisors
California
$31.9K +$19.5K +288 +157%
HFS
405
Hantz Financial Services
Michigan
$31K +$5.86K +87 +23%
Commonwealth Equity Services
406
Commonwealth Equity Services
Massachusetts
$28.9K -$810 -11,968 -3%
TWC
407
TD Waterhouse Canada
Ontario, Canada
$28.1K – – –
BCMLT
408
Beacon Capital Management LLC (Tennessee)
Tennessee
$28.1K +$947 +14 +3%
NSG
409
Nalls Sherbakoff Group
Tennessee
$27.7K +$27.7K +411 New
CIAS
410
Capital Investment Advisory Services
North Carolina
$26.9K – – –
VWM
411
Venturi Wealth Management
Texas
$26.2K +$26.2K +387 New
AA
412
Ancora Advisors
Ohio
$25.5K +$2.03K +30 +9%
EL
413
EMFO LLC
Florida
$25K – – –
RCM
414
Rain Capital Management
Oregon
$24.6K – – –
KM
415
Kalos Management
Georgia
$24K +$24K +355 New
HPC
416
HM Payson & Co
Maine
$22.1K +$22.1K +327 New
TFGT
417
TS Financial Group (TSFG)
Illinois
$22K -$44.2K -667 -67%
HCP
418
Hexagon Capital Partners
Arkansas
$21.9K – – –
TFA
419
Toth Financial Advisory
Virginia
$20.3K – – –
GWS
420
Glassman Wealth Services
Virginia
$20K – – –
TFP
421
Tilia Fiduciary Partners
North Carolina
$19K – – –
HWP
422
Highline Wealth Partners
California
$18.9K – – –
OAJ
423
Ogorek Anthony Joseph
New York
$18K – – –
CSWM
424
Cassady Schiller Wealth Management
Ohio
$16.5K – – –
BWP
425
Baldwin Wealth Partners
Massachusetts
$15.6K -$13.4K -198 -46%
15 16
17
18 19