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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

530 hedge funds and large institutions have $5.73B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 159 increasing their positions, 249 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
-32
Holders Change %
-5.69%
% of All Funds
9.25%
Holding in Top 10
36
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-30.77%
% of All Funds
0.63%
New
37
Increased
159
Reduced
249
Closed
62
Calls
$7.86M
Puts
$627K
Net Calls
+$7.23M
Net Calls Change
+$196K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$68.9M
2
OMC
Old Mission Capital
Illinois
+$15.4M
3
GWM
Geneos Wealth Management
Colorado
+$9.03M
4
SEI Investments
SEI Investments
Pennsylvania
+$8.81M
5
MMA
Miracle Mile Advisors
California
+$6.66M

Top Sellers

1
FI
Financial Insights
Washington
-$78.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$67.2M
3
Bank of America
Bank of America
North Carolina
-$64.2M
4
SIRP
Shelter Insurance Retirement Plan
Missouri
-$59.6M
5
FBFS
First Business Financial Services
Wisconsin
-$47.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFF
426
Level Four Financial
Texas
$223K -$2.27K -30 -1%
HGWM
427
Horst & Graben Wealth Management
Oregon
$223K +$223K +2,955 New
SHWM
428
Silicon Hills Wealth Management
Texas
$221K -$135K -1,785 -38%
TAM
429
Townsend Asset Management
North Carolina
$219K +$6.27K +83 +3%
CWM
430
Cornerstone Wealth Management
Missouri
$218K -$2.04K -27 -0.9%
SI
431
Stephens Inc
Arkansas
$215K +$215K +2,842 New
MG
432
Mather Group
Illinois
$213K +$213K +2,826 New
S
433
SignatureFD
Georgia
$212K +$1.96K +26 +0.9%
BS
434
Boenning & Scattergood
Pennsylvania
$210K +$3.09K +41 +1%
KPWS
435
Kestra Private Wealth Services
Texas
$204K +$204K +2,702 New
CMO
436
Covenant Multifamily Offices
Texas
$204K +$204K +2,703 New
LWM
437
Liberty Wealth Management
California
$193K +$3.18K +42 +2%
HWMA
438
Heritage Wealth Management (Arizona)
Arizona
$183K -$18.7K -248 -9%
FPW
439
Flagship Private Wealth
Massachusetts
$182K – – –
CAAS
440
Capital Asset Advisory Services
Michigan
$175K -$978K -12,955 -85%
AF
441
Advisornet Financial
Minnesota
$172K +$2.19K +29 +1%
CFA
442
Carroll Financial Associates
North Carolina
$164K +$8.19K +109 +5%
PA
443
Parallel Advisors
California
$155K -$7.64K -101 -5%
LWP
444
Lumature Wealth Partners
Georgia
$145K -$35.3K -468 -20%
APWA
445
Atlas Private Wealth Advisors
New Jersey
$143K -$605 -8 -0.4%
CMBA
446
C.M. Bidwell & Associates
Hawaii
$139K -$24.3K -322 -15%
WT
447
Washington Trust
Rhode Island
$138K – – –
OFG
448
Oxford Financial Group
Indiana
$130K – – –
CFN
449
Cordasco Financial Network
Florida
$127K – – –
HIA
450
Harbor Investment Advisory
Maryland
$124K +$27.4K +363 +28%
16 17
18
19 20