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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

520 hedge funds and large institutions have $3.93B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 131 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
-25
Holders Change %
-4.59%
% of All Funds
8.79%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.47%
New
48
Increased
131
Reduced
251
Closed
68
Calls
$222K
Puts
–
Net Calls
+$222K
Net Calls Change
+$511K

Top Buyers

1
Jane Street
Jane Street
New York
$73.6M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$101M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$40M
4
AL
Aspiriant LLC
California
$11.1M
5
TWM
Tolleson Wealth Management
Texas
$15M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$2.43M
2
OBWP
O'Brien Wealth Partners
Massachusetts
$0
3
MMA
Miracle Mile Advisors
California
$4.37M
4
Bank of America
Bank of America
North Carolina
$389M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$357M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTA
426
Washington Trust Advisors
Massachusetts
$66K – – –
BFPW
427
BOK Financial Private Wealth
Colorado
$61K +$61K +964 New
EBA
428
Eagle Bay Advisors
New York
$56.4K +$52.6K +830 +1,383%
TRCT
429
Tower Research Capital (TRC)
New York
$56K +$44.8K +707 +399%
BIA
430
Bell Investment Advisors
California
$55K +$55K +863 New
MPWT
431
MassMutual Private Wealth & Trust
Connecticut
$55K +$55K +876 New
WB
432
Webster Bank
Connecticut
$51K – – –
CFG
433
CKW Financial Group
Hawaii
$51K – – –
BL
434
Balentine LLC
Georgia
$47K +$828 +13 +2%
AWM
435
Atticus Wealth Management
Florida
$45K – – –
NL
436
NVWM LLC
Pennsylvania
$44K – – –
ACK
437
Andrew C. Karlinski
$44K – – –
HF
438
Halpern Financial
Virginia
$43.1K -$767K -12,117 -95%
ACA
439
Aptus Capital Advisors
Alabama
$43K +$43K +680 New
CIAS
440
Capital Investment Advisory Services
North Carolina
$42K +$3.32K +53 +9%
S
441
SignatureFD
Georgia
$41K -$121K -1,889 -75%
SWM
442
Selective Wealth Management
Virginia
$39K -$2.35K -37 -6%
GI
443
Gradient Investments
Minnesota
$39K +$7.32K +117 +23%
FFA
444
Founders Financial Alliance
North Carolina
$37K -$13.3K -210 -26%
PWM
445
Prentice Wealth Management
New York
$37K +$37K +591 New
LWP
446
Lumature Wealth Partners
Georgia
$36K -$28.4K -454 -44%
MA
447
MUFG Americas
New York
$36K -$3.63K -58 -9%
CWM
448
Cedar Wealth Management
California
$36K – – –
CWA
449
Core Wealth Advisors
Florida
$36K – – –
SIAP
450
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$35K – – –
16 17
18
19 20