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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

468 hedge funds and large institutions have $6.05B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 212 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
-4
Holders Change %
-0.85%
% of All Funds
7.46%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
47
Increased
111
Reduced
212
Closed
44
Calls
$698K
Puts
$522K
Net Calls
+$176K
Net Calls Change
-$702K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$803M
2
Bank of America
Bank of America
North Carolina
$2.08B
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$228M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$31M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$29M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
$7.51M
2
LS
Liquid Strategies
Georgia
$0
3
S
SimplyRich
California
$0
4
HNB
Huntington National Bank
Ohio
$12.2M
5
BlackRock
BlackRock
New York
$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHR
451
Matthew Hamilton Rosenberg
$3.46K – – –
AC
452
AlphaCore Capital
California
$3.26K – – –
FAM
453
Family Asset Management
South Carolina
$3.26K +$3.26K +50 New
HWM
454
HighMark Wealth Management
Minnesota
$3.16K – – –
LF
455
Lee Financial
Texas
$2.94K – – –
M
456
MOTCO
Texas
$2.54K – – –
BWS
457
Buck Wealth Strategies
Colorado
$2.54K +$2.54K +39 New
OA
458
Operose Advisors
Wisconsin
$2.35K – – –
AWM
459
Abound Wealth Management
Tennessee
$1.76K +$1.76K +27 New
PMFA
460
Plante Moran Financial Advisors
Michigan
$1.63K +$1.63K +25 New
CWP
461
Concord Wealth Partners
Virginia
$1.5K -$19.2K -295 -93%
AA
462
AlphaMark Advisors
Kentucky
$1K – – –
CT
463
Clearstead Trust
Maine
$979 +$196 +3 +25%
IHWM
464
Iron Horse Wealth Management
Iowa
$978 +$978 +15 New
JHCP
465
Jackson Hole Capital Partners
Oklahoma
$783 – – –
CA
466
Clearstead Advisors
Ohio
$783 +$783 +12 New
PGAM
467
Princeton Global Asset Management
New Jersey
$717 -$587 -9 -45%
KFS
468
Kelly Financial Services
Massachusetts
$652 – – –
SWA
469
Sutton Wealth Advisors
Florida
$196 +$196 +3 New
LS
470
Liquid Strategies
Georgia
– -$13.3M -197,665 Closed
S
471
SimplyRich
California
– -$12.2M -180,800 Closed
BA
472
Ballew Advisors
Mississippi
– -$7.84M -117,429 Closed
FAIM
473
Financial Advocates Investment Management
Washington
– -$1.44M -44,874 Closed
FPCG
474
Forum Private Client Group
Indiana
– -$2.75M -40,726 Closed
SC
475
Sykon Capital
New York
– -$2.48M -36,678 Closed
17 18
19
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