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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

470 hedge funds and large institutions have $5.96B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 214 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-10
Holders Change %
-2.08%
% of All Funds
7.52%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
49
Increased
109
Reduced
214
Closed
46
Calls
$988K
Puts
–
Net Calls
+$988K
Net Calls Change
+$5K

Top Buyers

1
BL
Balentine LLC
Georgia
$149M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$606M
3
Morgan Stanley
Morgan Stanley
New York
$235M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$295M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$172M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.17B
2
GC
GFG Capital
Florida
$2.37M
3
Jane Street
Jane Street
New York
$823K
4
GIS
Grayhawk Investment Strategies
Alberta, Canada
$21.4M
5
WPW
Waldron Private Wealth
Pennsylvania
$2.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIR
426
Clear Investment Research
Georgia
$14.7K – – –
FFA
427
Founders Financial Alliance
North Carolina
$14.6K -$40.8K -585 -74%
PP
428
PrairieView Partners
Minnesota
$14K +$14K +216 New
HWM
429
HighMark Wealth Management
Minnesota
$12.8K – – –
JWA
430
JFS Wealth Advisors
Pennsylvania
$12.2K – – –
SSB
431
Sandy Spring Bank
Maryland
$11.5K +$4.4K +65 +62%
NFSG
432
Newbridge Financial Services Group
Florida
$11.3K – – –
FFA
433
Farther Finance Advisors
California
$11K +$5.62K +83 +105%
IA
434
IFP Advisors
Florida
$10.5K -$2.84M -38,620 -100%
EWM
435
EPG Wealth Management
Georgia
$9.74K – – –
S
436
SignatureFD
Georgia
$9.27K – – –
CMBA
437
C.M. Bidwell & Associates
Hawaii
$9.07K – – –
FRA
438
Front Row Advisors
California
$9K – – –
HR
439
Howe & Rusling
New York
$8.39K – – –
BFEC
440
Benjamin F. Edwards & Company
Missouri
$8K – – –
AT
441
Avalon Trust
New Mexico
$7.78K +$7.78K +115 New
OSAM
442
O'Shaughnessy Asset Management
Connecticut
$7.71K -$879 -13 -10%
CWA
443
Core Wealth Advisors
Florida
$7.47K – – –
BSB
444
Bangor Savings Bank
Maine
$6.7K -$294K -4,351 -98%
CWC
445
Carolinas Wealth Consulting
North Carolina
$6.63K +$6.63K +98 New
AW
446
Avion Wealth
Texas
$6K – – –
HCM
447
Hollencrest Capital Management
California
$5.62K – – –
CB
448
Centennial Bank
Arkansas
$4.47K – – –
EBA
449
Eagle Bay Advisors
New York
$4.07K – – –
CFD
450
Creative Financial Designs
Indiana
$3.86K +$1.08K +16 +39%
16 17
18
19 20