EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

472 hedge funds and large institutions have $5.97B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 167 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.44%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
47
Increased
167
Reduced
183
Closed
43
Calls
$878K
Puts
–
Net Calls
+$878K
Net Calls Change
-$110K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$665M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$202M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$322M
4
Amundi
Amundi
France
$15.9M
5
BlackRock
BlackRock
New York
$344M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.09B
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$3.59M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$645K
4
HNB
Huntington National Bank
Ohio
$11.5M
5
SAM
Securian Asset Management
Minnesota
$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
401
Colonial Trust Advisors
South Carolina
$38.8K – – –
LWP
402
Lumature Wealth Partners
Georgia
$38.8K – – –
CWM
403
Cedar Wealth Management
California
$37.9K – – –
MIA
404
Milestone Investment Advisors
Wisconsin
$37.4K – – –
CSWG
405
Cardinal Strategic Wealth Guidance
Kentucky
$35.8K – – –
CT
406
Cambridge Trust
Massachusetts
$35.6K -$810 -12 -2%
Qube Research & Technologies (QRT)
407
Qube Research & Technologies (QRT)
United Kingdom
$35K -$293K -7,870 -89%
National Bank of Canada
408
National Bank of Canada
Quebec, Canada
$32.7K -$11.1K -164 -25%
WPWM
409
Western Pacific Wealth Management
Illinois
$32.1K – – –
HFS
410
Hantz Financial Services
Michigan
$32K +$547 +8 +2%
TWC
411
TD Waterhouse Canada
Ontario, Canada
$27.8K – – –
NSG
412
Nalls Sherbakoff Group
Tennessee
$27.7K – – –
BCMLT
413
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.1K -$945 -14 -3%
RCM
414
Rain Capital Management
Oregon
$25K +$472 +7 +2%
EL
415
EMFO LLC
Florida
$25K – – –
CIAS
416
Capital Investment Advisory Services
North Carolina
$23.8K -$3.04K -45 -11%
AA
417
Ancora Advisors
Ohio
$23.7K -$1.75K -26 -7%
TFGT
418
TS Financial Group (TSFG)
Illinois
$23K +$475 +7 +2%
CWP
419
Concord Wealth Partners
Virginia
$21.5K +$20.7K +306 +2,550%
PG
420
Prostatis Group
Maryland
$21.4K +$21.4K +21,431 New
FFA
421
Founders Financial Alliance
North Carolina
$20.5K +$6.28K +93 +44%
HR
422
Howe & Rusling
New York
$20.3K +$11.9K +177 +143%
GWS
423
Glassman Wealth Services
Virginia
$20K – – –
TFP
424
Tilia Fiduciary Partners
North Carolina
$19.4K +$337 +5 +2%
HWP
425
Highline Wealth Partners
California
$19.1K +$135 +2 +0.7%
15 16
17
18 19