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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

575 hedge funds and large institutions have $5.65B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 181 increasing their positions, 208 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+43
Holders Change %
+8.08%
% of All Funds
8.88%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.54%
New
91
Increased
181
Reduced
208
Closed
40
Calls
$687K
Puts
$84K
Net Calls
+$603K
Net Calls Change
-$6.56M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$647M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$260M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$84.6M
4
BlackRock
BlackRock
New York
$446M
5
AssetMark Inc
AssetMark Inc
California
$13.6M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$158M
2
Franklin Resources
Franklin Resources
California
$1.05M
3
Citadel Advisors
Citadel Advisors
Florida
$520K
4
Bank of America
Bank of America
North Carolina
$556M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$91.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BS
451
Boenning & Scattergood
Pennsylvania
$208K +$1.61K +21 +0.8%
PCIA
452
Prime Capital Investment Advisors
Kansas
$205K +$205K +2,665 New
PFWA
453
Paces Ferry Wealth Advisors
Georgia
$204K +$204K +2,664 New
FDCDDQ
454
Federation des caisses Desjardins du Quebec
Quebec, Canada
$203K -$153K -1,992 -43%
MF
455
Meridian Financial
Massachusetts
$201K +$201K +2,614 New
CFA
456
Carroll Financial Associates
North Carolina
$198K +$22.3K +292 +13%
TAM
457
Townsend Asset Management
North Carolina
$191K +$1.31K +17 +0.7%
S
458
SignatureFD
Georgia
$182K -$8.12K -106 -4%
CAAS
459
Capital Asset Advisory Services
Michigan
$173K -$768 -10 -0.4%
CIAS
460
Capital Investment Advisory Services
North Carolina
$168K -$61.6K -803 -27%
ACM
461
Antonetti Capital Management
Florida
$167K -$9.21K -120 -5%
VI
462
Vestcor Inc
New Brunswick, Canada
$165K -$5.97M -77,795 -97%
CA
463
CoreCap Advisors
Michigan
$155K +$155K +2,021 New
OHWP
464
Oak Harbor Wealth Partners
North Carolina
$154K +$154K +2,000 New
CMBA
465
C.M. Bidwell & Associates
Hawaii
$151K +$10.3K +134 +7%
FPS
466
Fieldpoint Private Securities
Connecticut
$148K -$1.08M -14,028 -88%
WTA
467
Washington Trust Advisors
Massachusetts
$140K +$140K +1,826 New
FHA
468
First Horizon Advisors
Tennessee
$132K -$201K -2,639 -60%
OFG
469
Oxford Financial Group
Indiana
$132K – – –
CFN
470
Cordasco Financial Network
Florida
$129K – – –
LWP
471
Lumature Wealth Partners
Georgia
$128K -$15.3K -199 -11%
HIA
472
Harbor Investment Advisory
Maryland
$126K – – –
WTC
473
WhitTier Trust Company
Nevada
$124K – – –
AIC
474
Archer Investment Corporation
Indiana
$122K – – –
CWA
475
Core Wealth Advisors
Florida
$120K -$82.5K -1,074 -41%
17 18
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