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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

575 hedge funds and large institutions have $5.65B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 181 increasing their positions, 208 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+43
Holders Change %
+8.08%
% of All Funds
8.88%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.54%
New
91
Increased
181
Reduced
208
Closed
40
Calls
$687K
Puts
$84K
Net Calls
+$603K
Net Calls Change
-$6.56M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$50.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.2M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$24.6M
4
BlackRock
BlackRock
New York
+$15M
5
AssetMark Inc
AssetMark Inc
California
+$13.3M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$33.4M
2
Franklin Resources
Franklin Resources
California
-$25.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$21.1M
4
Bank of America
Bank of America
North Carolina
-$19.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
426
CarsonAllaria Wealth Management
Illinois
$253K +$253K +3,290 New
MWM
427
Mission Wealth Management
California
$252K -$22.2K -289 -8%
MPCG
428
Matrix Private Capital Group
New York
$252K – – –
FBFS
429
First Business Financial Services
Wisconsin
$252K – – –
VC
430
Veery Capital
Delaware
$248K -$1.15K -15 -0.5%
BA
431
Bristlecone Advisors
Washington
$247K -$99.1K -1,290 -29%
JIC
432
Johnson Investment Counsel
Ohio
$240K -$72.9K -950 -23%
SWA
433
Stratos Wealth Advisors
Ohio
$240K +$240K +3,127 New
WA1
434
Wimmer Associates 1
California
$239K – – –
FAM
435
Frontier Asset Management
Wyoming
$236K +$236K +3,049 New
BF
436
BOK Financial
Oklahoma
$235K +$1.53K +20 +0.7%
ESB
437
Essex Savings Bank
Connecticut
$235K +$9.23K +120 +4%
DAS
438
Dynamic Advisor Solutions
Arizona
$233K -$71.9K -935 -24%
JIC
439
JRM Investment Counsel
Nebraska
$229K -$644K -8,393 -74%
SFG
440
Sovereign Financial Group
Connecticut
$229K – – –
HGWM
441
Horst & Graben Wealth Management
Oregon
$229K +$1.92K +25 +0.8%
CCFM
442
Clear Creek Financial Management
Washington
$227K +$227K +2,956 New
RWM
443
Rockwood Wealth Management
Pennsylvania
$225K +$225K +2,930 New
SI
444
Stephens Inc
Arkansas
$220K – – –
SIAG
445
Safeguard Investment Advisory Group
California
$215K -$102K -1,328 -32%
IFWM
446
Institute for Wealth Management
Colorado
$211K -$21.5K -280 -9%
TSS
447
Two Sigma Securities
New York
$211K +$211K +2,751 New
SRC
448
Shufro Rose & Co
New York
$210K +$210K +2,740 New
KPWS
449
Kestra Private Wealth Services
Texas
$209K +$1.31K +17 +0.6%
DC
450
Davenport & Co
Virginia
$209K +$209K +2,720 New
16 17
18
19 20