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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

520 hedge funds and large institutions have $3.93B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 131 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
-25
Holders Change %
-4.59%
% of All Funds
8.79%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.47%
New
48
Increased
131
Reduced
251
Closed
68
Calls
$222K
Puts
–
Net Calls
+$222K
Net Calls Change
+$511K

Top Buyers

1
Jane Street
Jane Street
New York
$73.6M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$101M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$40M
4
AL
Aspiriant LLC
California
$11.1M
5
TWM
Tolleson Wealth Management
Texas
$15M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$2.43M
2
OBWP
O'Brien Wealth Partners
Massachusetts
$0
3
MMA
Miracle Mile Advisors
California
$4.37M
4
Bank of America
Bank of America
North Carolina
$389M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$357M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
451
Wolff Wiese Magana
California
$34K – – –
EI
452
Ellevest Inc
New York
$34K +$637 +10 +2%
WPWM
453
Western Pacific Wealth Management
Illinois
$30K – – –
RIM
454
Rockbridge Investment Management
New York
$29.1K – – –
BCMLT
455
Beacon Capital Management LLC (Tennessee)
Tennessee
$29K – – –
DI
456
Disciplined Investments
Oklahoma
$27K – – –
BWP
457
Baldwin Wealth Partners
Massachusetts
$27K +$12.5K +198 +86%
SIS
458
Sound Income Strategies
Florida
$26K +$14.1K +221 +118%
OAJ
459
Ogorek Anthony Joseph
New York
$25K -$1.54K -25 -6%
KA
460
Kozak & Associates
Colorado
$25K – – –
RCM
461
Rain Capital Management
Oregon
$23K +$382 +6 +2%
HFS
462
Hantz Financial Services
Michigan
$23K +$434 +7 +2%
GWSG
463
GPS Wealth Strategies Group
Colorado
$22K +$22K +348 New
HCP
464
Hexagon Capital Partners
Arkansas
$21K – – –
PCG
465
Private Capital Group
Connecticut
$20K – – –
GWS
466
Glassman Wealth Services
Virginia
$19K – – –
TFA
467
Toth Financial Advisory
Virginia
$19K – – –
CAAS
468
Capital Asset Advisory Services
Michigan
$18K -$124K -1,966 -87%
TFP
469
Tilia Fiduciary Partners
North Carolina
$18K +$323 +5 +2%
PO
470
Private Ocean
California
$16K – – –
Simplex Trading
471
Simplex Trading
Illinois
$16K +$16K +265 New
PCA
472
Providence Capital Advisors
North Carolina
$14K -$23.1K -361 -62%
CIR
473
Clear Investment Research
Georgia
$14K – – –
SAM
474
Strategic Asset Management
Minnesota
$13K -$1.59K -26 -11%
OC
475
Oakworth Capital
Alabama
$13K – – –
17 18
19
20 21