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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

466 hedge funds and large institutions have $5.33B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 226 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-54
Holders Change %
-10.38%
% of All Funds
8.06%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.4%
New
31
Increased
116
Reduced
226
Closed
76
Calls
$192K
Puts
–
Net Calls
+$192K
Net Calls Change
-$30K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.26B
2
BlackRock
2
BlackRock
New York
$335M
3
AL
3
Aspiriant LLC
California
$32.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$209M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$108M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$309M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$124M
4
GWM
4
Geneos Wealth Management
Colorado
$9.77M
5
Ameriprise
5
Ameriprise
Minnesota
$91.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
451
Crewe Advisors
Utah
$2K – – –
OA
452
Operose Advisors
Wisconsin
$2K – – –
CFD
453
Creative Financial Designs
Indiana
$2K – – –
HS
454
Horan Securities
United States
$2K – – –
LPP
455
Life Planning Partners
Florida
$1.2K – – –
AA
456
AlphaMark Advisors
Kentucky
$1K – – –
JHCP
457
Jackson Hole Capital Partners
Oklahoma
$1K – – –
PGAM
458
Princeton Global Asset Management
New Jersey
$1K – – –
WWM
459
Wagner Wealth Management
South Carolina
$1K – – –
HWA
460
HHM Wealth Advisors
Tennessee
$1K – – –
LWA
461
Lowe Wealth Advisors
Maryland
$1K +$1K +13 New
EWA
462
EverSource Wealth Advisors
Alabama
$1K +$1K +19 New
ACM
463
Absolute Capital Management
Pennsylvania
$572 +$572 +10 New
TAM
464
Tucker Asset Management
Colorado
$293 +$293 +5 New
BSSFA
465
Baron Silver Stevens Financial Advisors
Florida
$258 -$9 -118 -3%
WIM
466
Westside Investment Management
California
$40 -$14 -250 -26%
RIA
467
Regal Investment Advisors
Michigan
– -$7.36M -116,271 Closed
OMC
468
Old Mission Capital
Illinois
– -$3.45M -54,421 Closed
Wealth Enhancement Advisory Services
469
Wealth Enhancement Advisory Services
Minnesota
– -$3.07M -48,350 Closed
ICP
470
Interchange Capital Partners
Pennsylvania
– -$2.81M -44,442 Closed
FA
471
FDx Advisors
Illinois
– -$2.81M -44,442 Closed
GIA
472
GHP Investment Advisors
Colorado
– -$2.53M -39,949 Closed
Northern Trust
473
Northern Trust
Illinois
– -$2.27M -35,773 Closed
SGI
474
Summit Global Investments
Utah
– -$2.1M -33,150 Closed
CWM
475
Calamos Wealth Management
Illinois
– -$1.69M -26,665 Closed
17 18
19
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