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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

470 hedge funds and large institutions have $4.38B invested in iShares MSCI EAFE Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 181 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-3
Holders Change %
-0.63%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
58
Increased
130
Reduced
181
Closed
50
Calls
$509K
Puts
$7K
Net Calls
+$502K
Net Calls Change
+$502K

Top Buyers

1
WBG
Wharton Business Group
Pennsylvania
$118M
2
Bank of America
Bank of America
North Carolina
$1.62B
3
WIA
World Investment Advisors
California
$4.14M
4
KWM
Kingsview Wealth Management
Oregon
$3.42M
5
SFA
Sequoia Financial Advisors
Ohio
$3.35M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$738M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$121M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$49.2M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
M
451
MOTCO
Texas
$2.76K – – –
EWA
452
EverSource Wealth Advisors
Alabama
$2.48K – – –
OC
453
Oarsman Capital
Wisconsin
$2.4K – – –
GI
454
GAMMA Investing
California
$2.19K – – –
ANBT
455
American National Bank & Trust
Texas
$2.19K – – –
WWP
456
WR Wealth Planners
Missouri
$2.05K +$2.05K +29 New
TAM
457
Tucker Asset Management
Colorado
$1.98K – – –
AWM
458
Abound Wealth Management
Tennessee
$1.93K – – –
IWP
459
IAG Wealth Partners
Wisconsin
$1.63K +$1.63K +23 New
NS
460
NBC Securities
Alabama
$1.61K -$1.6M -21,924 -100%
IHWM
461
Iron Horse Wealth Management
Iowa
$1.06K – – –
AA
462
AlphaMark Advisors
Kentucky
$1K – – –
HI
463
Horizon Investments
North Carolina
$919 – – –
JHCP
464
Jackson Hole Capital Partners
Oklahoma
$849 – – –
CT
465
Clearstead Trust
Maine
$849 – – –
HR
466
Howe & Rusling
New York
$849 +$849 +12 New
PGAM
467
Princeton Global Asset Management
New Jersey
$778 – – –
GSWM
468
Golden State Wealth Management
California
$707 +$707 +10 New
BNP Paribas Financial Markets
469
BNP Paribas Financial Markets
France
$495 +$495 +7 New
LIS
470
Legacy Investment Solutions
Idaho
$440 +$440 +6 New
LWMI
471
Legacy Wealth Management (Idaho)
Idaho
$440 +$440 +6 New
SIM
472
Studio Investment Management
Illinois
$71 – – –
Jane Street
473
Jane Street
New York
– -$66.6M -867,994 Closed
Susquehanna International Group
474
Susquehanna International Group
Pennsylvania
– -$8.18M -106,638 Closed
OPAM
475
Ocean Park Asset Management
California
– -$7.96M -103,814 Closed
17 18
19
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