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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

470 hedge funds and large institutions have $5.96B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 214 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-10
Holders Change %
-2.08%
% of All Funds
7.52%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
49
Increased
109
Reduced
214
Closed
46
Calls
$988K
Puts
–
Net Calls
+$988K
Net Calls Change
+$5K

Top Buyers

1
BL
Balentine LLC
Georgia
$149M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$606M
3
Morgan Stanley
Morgan Stanley
New York
$235M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$295M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$172M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.17B
2
GC
GFG Capital
Florida
$2.37M
3
Jane Street
Jane Street
New York
$823K
4
GIS
Grayhawk Investment Strategies
Alberta, Canada
$21.4M
5
WPW
Waldron Private Wealth
Pennsylvania
$2.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
451
Center for Financial Planning
Michigan
$3.79K – – –
MHR
452
Matthew Hamilton Rosenberg
$3.59K – – –
SIM
453
Studio Investment Management
Illinois
$3.45K – – –
GEA
454
Glen Eagle Advisors
New Jersey
$3.38K -$7.85K -116 -70%
AC
455
AlphaCore Capital
California
$3.38K +$3.38K +50 New
KFI
456
Key Financial Inc
Pennsylvania
$3.11K – – –
LF
457
Lee Financial
Texas
$3.05K – – –
BTI
458
Blue Trust Inc
Georgia
$3K -$3.18K -52 -51%
ANBT
459
American National Bank & Trust
Texas
$2.84K – – –
TCWA
460
Ten Capital Wealth Advisors
Washington
$2.77K – – –
HWA
461
Heritage Wealth Advisors
Virginia
$2.71K -$11.8K -175 -81%
CA
462
Crewe Advisors
Utah
$2.44K -$338 -5 -12%
OA
463
Operose Advisors
Wisconsin
$2.44K – – –
HS
464
Horan Securities
United States
$2.39K – – –
TAM
465
Tucker Asset Management
Colorado
$2.03K – – –
NRC
466
New Republic Capital
North Carolina
$1.62K +$1.62K +24 New
JMF
467
Johnson Midwest Financial
Iowa
$1.49K +$1.49K +22 New
PGAM
468
Princeton Global Asset Management
New Jersey
$1.35K – – –
AA
469
AlphaMark Advisors
Kentucky
$1K – – –
CWP
470
Concord Wealth Partners
Virginia
$812 -$244K -3,611 -100%
JHCP
471
Jackson Hole Capital Partners
Oklahoma
$812 -$947 -14 -54%
APCM
472
Alaska Permanent Capital Management
Alaska
– -$11.2M -176,505 Closed
GI
473
Glovista Investments
New Jersey
– -$6.65M -104,214 Closed
OMC
474
Old Mission Capital
Illinois
– -$2.61M -41,006 Closed
BCI
475
Brinker Capital Investments
Pennsylvania
– -$852K -13,398 Closed
17 18
19
20 21