EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

468 hedge funds and large institutions have $6.05B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 212 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
-4
Holders Change %
-0.85%
% of All Funds
7.46%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
47
Increased
111
Reduced
212
Closed
44
Calls
$698K
Puts
$522K
Net Calls
+$176K
Net Calls Change
-$702K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$803M
2
Bank of America
Bank of America
North Carolina
$2.08B
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$228M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$31M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$29M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
$7.51M
2
LS
Liquid Strategies
Georgia
$0
3
S
SimplyRich
California
$0
4
HNB
Huntington National Bank
Ohio
$12.2M
5
BlackRock
BlackRock
New York
$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
426
Carolinas Wealth Consulting
North Carolina
$12K +$12K +187 New
ANBT
427
American National Bank & Trust
Texas
$11.9K +$9.2K +141 +336%
JWA
428
JFS Wealth Advisors
Pennsylvania
$11.7K – – –
CFB
429
Cullen/Frost Bankers
Texas
$11.7K +$11.7K +179 New
HCP
430
Hexagon Capital Partners
Arkansas
$11.5K – – –
TRCT
431
Tower Research Capital (TRC)
New York
$9.91K -$60.6K -929 -86%
S
432
SignatureFD
Georgia
$9.39K +$457 +7 +5%
CMBA
433
C.M. Bidwell & Associates
Hawaii
$8.74K – – –
IA
434
IFP Advisors
Florida
$8.48K – – –
FRA
435
Front Row Advisors
California
$8.41K – – –
KFI
436
Key Financial Inc
Pennsylvania
$8.35K +$5.35K +82 +178%
HWP
437
Highline Wealth Partners
California
$8.28K -$10.1K -155 -55%
EBA
438
Eagle Bay Advisors
New York
$7.84K +$3.92K +60 +100%
ICM
439
Intrepid Capital Management
Florida
$7.57K – – –
CWA
440
Core Wealth Advisors
Florida
$7.2K – – –
CSC
441
Caldwell Sutter Capital
California
$6.72K +$6.72K +103 New
BSB
442
Bangor Savings Bank
Maine
$6.46K – – –
CP
443
Castleview Partners
Texas
$6.26K +$6.26K +96 New
AW
444
Avion Wealth
Texas
$6K – – –
VWM
445
Valley Wealth Managers
New Jersey
$5.94K +$5.94K +91 New
HCM
446
Hollencrest Capital Management
California
$5.52K – – –
GEA
447
Glen Eagle Advisors
New Jersey
$4.89K – – –
PCA
448
Providence Capital Advisors
North Carolina
$4.63K +$4.63K +71 New
CB
449
Centennial Bank
Arkansas
$4.31K – – –
CFD
450
Creative Financial Designs
Indiana
$3.77K – – –
16 17
18
19 20