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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

484 hedge funds and large institutions have $6.31B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 120 increasing their positions, 221 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+16
Holders Change %
+3.42%
% of All Funds
7.1%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.21%
New
68
Increased
120
Reduced
221
Closed
45
Calls
$340K
Puts
$7K
Net Calls
+$333K
Net Calls Change
+$157K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$956M
2
Morgan Stanley
Morgan Stanley
New York
$336M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$278M
4
WBG
Wharton Business Group
Pennsylvania
$139M
5
S
SimplyRich
California
$13M

Top Sellers

1
BL
Balentine LLC
Georgia
$2.2M
2
Bank of America
Bank of America
North Carolina
$2.17B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$25.1M
4
Osaic Holdings
Osaic Holdings
Arizona
$18.8M
5
OPAM
Ocean Park Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
401
Central Bank & Trust
Kentucky
$40.2K – – –
CTA
402
Colonial Trust Advisors
South Carolina
$39.9K – – –
HGERS
403
Householder Group Estate & Retirement Specialist
Arizona
$39K -$2.78K -41 -7%
CWM
404
Cedar Wealth Management
California
$38.9K – – –
GJIA
405
Glass Jacobson Investment Advisors
Maryland
$38.5K -$58.6K -845 -60%
MIA
406
Milestone Investment Advisors
Wisconsin
$38.4K – – –
WIM
407
Westside Investment Management
California
$35K – – –
RIM
408
Rockbridge Investment Management
New York
$31.9K +$31.9K +460 New
OP
409
ORG Partners
Indiana
$30.7K +$30.7K +442 New
NP
410
NorthRock Partners
Minnesota
$30.4K +$30.4K +439 New
NSG
411
Nalls Sherbakoff Group
Tennessee
$28.6K +$69 +1 +0.2%
TWC
412
TD Waterhouse Canada
Ontario, Canada
$28.4K – – –
PA
413
Parallel Advisors
California
$27.5K -$416 -6 -1%
BCMLT
414
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.2K – – –
RCM
415
Rain Capital Management
Oregon
$26K +$278 +4 +1%
EL
416
EMFO LLC
Florida
$25.7K – – –
RFA
417
Register Financial Advisors
Georgia
$24.5K +$24.5K +353 New
FFA
418
Founders Financial Alliance
North Carolina
$21K – – –
SSB
419
Sandy Spring Bank
Maryland
$20.2K – – –
CSWM
420
Cassady Schiller Wealth Management
Ohio
$19.1K – – –
SRCM
421
Signature Resources Capital Management
California
$18.9K +$18.9K +272 New
CIAS
422
Capital Investment Advisory Services
North Carolina
$18.2K +$1.8K +26 +11%
OAJ
423
Ogorek Anthony Joseph
New York
$18K – – –
BBHC
424
Brown Brothers Harriman & Co
New York
$17.5K – – –
EWA
425
EverSource Wealth Advisors
Alabama
$17.3K -$3.47K -50 -17%
15 16
17
18 19