EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

484 hedge funds and large institutions have $6.31B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 120 increasing their positions, 221 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+16
Holders Change %
+3.42%
% of All Funds
7.1%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.21%
New
68
Increased
120
Reduced
221
Closed
45
Calls
$340K
Puts
$7K
Net Calls
+$333K
Net Calls Change
+$157K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$956M
2
Morgan Stanley
Morgan Stanley
New York
$336M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$278M
4
WBG
Wharton Business Group
Pennsylvania
$139M
5
S
SimplyRich
California
$13M

Top Sellers

1
BL
Balentine LLC
Georgia
$2.2M
2
Bank of America
Bank of America
North Carolina
$2.17B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$25.1M
4
Osaic Holdings
Osaic Holdings
Arizona
$18.8M
5
OPAM
Ocean Park Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFWM
426
Abich Financial Wealth Management
Virginia
$17K +$17K +245 New
DCM
427
Davidson Capital Management
Texas
$16.9K +$16.9K +244 New
First Manhattan
428
First Manhattan
New York
$16.4K +$16.4K +236 New
BWP
429
Baldwin Wealth Partners
Massachusetts
$15.9K – – –
CIR
430
Clear Investment Research
Georgia
$15K – – –
PP
431
PrairieView Partners
Minnesota
$14K – – –
SIS
432
Sound Income Strategies
Florida
$13K -$1.94K -28 -13%
JWA
433
JFS Wealth Advisors
Pennsylvania
$12.5K – – –
CMBA
434
C.M. Bidwell & Associates
Hawaii
$12.3K +$2.98K +43 +32%
HCP
435
Hexagon Capital Partners
Arkansas
$12.2K – – –
MSFP
436
Mark Sheptoff Financial Planning
Connecticut
$12.2K +$12.2K +176 New
BFPW
437
BOK Financial Private Wealth
Colorado
$11.7K +$11.7K +168 New
Fifth Third Bancorp
438
Fifth Third Bancorp
Ohio
$10.5K -$163K -2,352 -94%
S
439
SignatureFD
Georgia
$9.99K – – –
IA
440
IFP Advisors
Florida
$9.01K – – –
HWP
441
Highline Wealth Partners
California
$8.91K +$70 +1 +0.8%
KFI
442
Key Financial Inc
Pennsylvania
$8.88K – – –
GEA
443
Glen Eagle Advisors
New Jersey
$8.22K +$3.04K +44 +59%
HFS
444
Hantz Financial Services
Michigan
$8K -$24.3K -352 -75%
CWA
445
Core Wealth Advisors
Florida
$7.66K – – –
CSC
446
Caldwell Sutter Capital
California
$7.14K – – –
TVAMP
447
Tennessee Valley Asset Management Partners
Tennessee
$7K +$7K +101 New
AW
448
Avion Wealth
Texas
$7K – – –
BSB
449
Bangor Savings Bank
Maine
$6.87K – – –
HCM
450
Hollencrest Capital Management
California
$5.94K +$69 +1 +1%
16 17
18
19 20