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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

484 hedge funds and large institutions have $6.31B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 120 increasing their positions, 221 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+16
Holders Change %
+3.42%
% of All Funds
7.1%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.21%
New
68
Increased
120
Reduced
221
Closed
45
Calls
$340K
Puts
$7K
Net Calls
+$333K
Net Calls Change
+$157K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$956M
2
Morgan Stanley
Morgan Stanley
New York
$336M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$278M
4
WBG
Wharton Business Group
Pennsylvania
$139M
5
S
SimplyRich
California
$13M

Top Sellers

1
BL
Balentine LLC
Georgia
$2.2M
2
Bank of America
Bank of America
North Carolina
$2.17B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$25.1M
4
Osaic Holdings
Osaic Holdings
Arizona
$18.8M
5
OPAM
Ocean Park Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
451
Beaird Harris Wealth Management
Texas
$5.76K +$5.76K +83 New
VL
452
Vima LLC
Michigan
$5.34K +$5.34K +77 New
KWAG
453
Kiely Wealth Advisory Group
North Carolina
$5.18K +$5.18K +75 New
CB
454
Centennial Bank
Arkansas
$4.58K – – –
LCM
455
Logan Capital Management
Pennsylvania
$4.42K +$4.42K +64 New
EBA
456
Eagle Bay Advisors
New York
$4.17K -$4.17K -60 -50%
CFD
457
Creative Financial Designs
Indiana
$4.06K +$69 +1 +2%
CAM
458
Creekmur Asset Management
Illinois
$4.01K +$4.01K +58 New
AWM
459
Abound Wealth Management
Tennessee
$3.81K +$1.94K +28 +104%
MHR
460
Matthew Hamilton Rosenberg
$3.68K – – –
AC
461
AlphaCore Capital
California
$3.47K – – –
HWM
462
HighMark Wealth Management
Minnesota
$3.4K +$69 +1 +2%
WT
463
Washington Trust
Rhode Island
$3.33K +$3.33K +48 New
MSWM
464
McGlone Suttner Wealth Management
Wisconsin
$3.23K +$3.23K +47 New
LF
465
Lee Financial
Texas
$3.12K – – –
FAM
466
Family Asset Management
South Carolina
$3.05K -$416 -6 -12%
ANBT
467
American National Bank & Trust
Texas
$2.91K -$9.78K -141 -77%
M
468
MOTCO
Texas
$2.7K – – –
NFSG
469
Newbridge Financial Services Group
Florida
$2.7K +$2.7K +39 New
National Bank of Canada
470
National Bank of Canada
Quebec, Canada
$2.41K -$31K -450 -93%
OFG
471
Oxford Financial Group
Indiana
$2.15K +$2.15K +31 New
IFAM
472
Institutional & Family Asset Management
Colorado
$1.61K +$1.61K +23 New
LPP
473
Life Planning Partners
Florida
$1.46K +$1.46K +21 New
CT
474
Clearstead Trust
Maine
$1.04K – – –
IHWM
475
Iron Horse Wealth Management
Iowa
$1.04K – – –
17 18
19
20 21