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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

470 hedge funds and large institutions have $4.38B invested in iShares MSCI EAFE Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 181 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-3
Holders Change %
-0.63%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
58
Increased
130
Reduced
181
Closed
50
Calls
$509K
Puts
$7K
Net Calls
+$502K
Net Calls Change
+$502K

Top Buyers

1
WBG
Wharton Business Group
Pennsylvania
$118M
2
Bank of America
Bank of America
North Carolina
$1.62B
3
WIA
World Investment Advisors
California
$4.14M
4
KWM
Kingsview Wealth Management
Oregon
$3.42M
5
SFA
Sequoia Financial Advisors
Ohio
$3.35M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$738M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$121M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$49.2M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
401
Cedar Wealth Management
California
$18.5K – – –
BBHC
402
Brown Brothers Harriman & Co
New York
$17.8K – – –
AWM
403
Accredited Wealth Management
Kentucky
$17.7K +$17.7K +250 New
CIAS
404
Capital Investment Advisory Services
North Carolina
$16.7K – – –
SIC
405
Salem Investment Counselors
North Carolina
$16.4K – – –
CA
406
Continuum Advisory
Idaho
$15.7K -$1.06K -15 -6%
EB
407
Eastern Bank
Massachusetts
$15.5K +$15.5K +219 New
CIR
408
Clear Investment Research
Georgia
$15.3K – – –
SFG
409
Stonebridge Financial Group
Pennsylvania
$15.3K +$15.3K +216 New
RF
410
Roxbury Financial
New Jersey
$14.7K +$14.7K +199 New
PP
411
PrairieView Partners
Minnesota
$14K – – –
LOIP
412
Live Oak Investment Partners
Texas
$13.6K -$14.8K – –
JWA
413
JFS Wealth Advisors
Pennsylvania
$12.7K – – –
FFWM
414
Future Financial Wealth Management
Ohio
$12.5K – – –
CMBA
415
C.M. Bidwell & Associates
Hawaii
$12.5K – – –
1L
416
10Elms LLP
Oklahoma
$12.5K +$12.5K +177 New
MSFP
417
Mark Sheptoff Financial Planning
Connecticut
$12.4K – – –
HCP
418
Hexagon Capital Partners
Arkansas
$12.4K – – –
BFPW
419
BOK Financial Private Wealth
Colorado
$11.9K – – –
PA
420
Parallel Advisors
California
$11.7K -$1.2K -17 -9%
NSIM
421
North Star Investment Management
Illinois
$11.4K +$11.4K +161 New
TCG
422
Transcendent Capital Group
Oklahoma
$10.6K – – –
NP
423
NorthRock Partners
Minnesota
$9.76K – – –
HWP
424
Highline Wealth Partners
California
$9.39K +$141 +2 +2%
KFI
425
Key Financial Inc
Pennsylvania
$9.05K – – –
15 16
17
18 19