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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

470 hedge funds and large institutions have $4.38B invested in iShares MSCI EAFE Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 181 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-3
Holders Change %
-0.63%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
58
Increased
130
Reduced
181
Closed
50
Calls
$509K
Puts
$7K
Net Calls
+$502K
Net Calls Change
+$502K

Top Buyers

1
WBG
Wharton Business Group
Pennsylvania
$118M
2
Bank of America
Bank of America
North Carolina
$1.62B
3
WIA
World Investment Advisors
California
$4.14M
4
KWM
Kingsview Wealth Management
Oregon
$3.42M
5
SFA
Sequoia Financial Advisors
Ohio
$3.35M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$738M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$121M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$49.2M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
MEG
426
Millstone Evans Group
Colorado
$9.05K +$9.05K +128 New
SIS
427
Sound Income Strategies
Florida
$8.37K -$4.89K -69 -37%
Fifth Third Bancorp
428
Fifth Third Bancorp
Ohio
$8.13K +$8.13K +115 New
CAS
429
Coppell Advisory Solutions
Texas
$7.49K -$3.18K -45 -30%
BSB
430
Bangor Savings Bank
Maine
$7K – – –
AW
431
Avion Wealth
Texas
$7K – – –
HCM
432
Hollencrest Capital Management
California
$6.26K +$141 +2 +2%
HGERS
433
Householder Group Estate & Retirement Specialist
Arizona
$6K -$3.41K -50 -36%
PA
434
PSI Advisors
Florida
$5.87K +$5.87K +83 New
VWM
435
Vermillion Wealth Management
Minnesota
$5.74K +$5.74K +81 New
KWAG
436
Kiely Wealth Advisory Group
North Carolina
$5.52K – – –
BTD
437
BankPlus Trust Department
Mississippi
$4.88K +$4.88K +69 New
LCM
438
Logan Capital Management
Pennsylvania
$4.66K +$71 +1 +2%
CAM
439
Creekmur Asset Management
Illinois
$4.22K +$70 +1 +2%
WTFG
440
Wood Tarver Financial Group
Idaho
$4K +$4K +63 New
MHR
441
Matthew Hamilton Rosenberg
$3.75K – – –
DWM
442
Darwin Wealth Management
Florida
$3.46K – – –
PPA
443
Painted Porch Advisors
California
$3.39K – – –
RCA
444
Runnymede Capital Advisors
Ohio
$3.28K +$3.28K +46 New
SMAM
445
Sugar Maple Asset Management
Wisconsin
$3.25K +$3.25K +46 New
AG
446
AmeriFlex Group
Nevada
$3.13K +$3.13K +43 New
CFD
447
Creative Financial Designs
Indiana
$3.09K +$70 +1 +2%
GEA
448
Glen Eagle Advisors
New Jersey
$3.08K – – –
KIM
449
Kestra Investment Management
Texas
$3.07K +$3.07K +43 New
AP
450
Atwood & Palmer
Missouri
$2.97K +$2.97K +42 New
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