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

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$7.51M
2
LS
2
Liquid Strategies
Georgia
$0
3
S
3
SimplyRich
California
$0
4
HNB
4
Huntington National Bank
Ohio
$12.2M
5
BlackRock
5
BlackRock
New York
$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$21.9M -$1.36M -20,807 -6%
IWS
27
Insight Wealth Strategies
California
$20.9M -$695K -10,660 -3%
BCM
28
Brookstone Capital Management
Illinois
$20.5M -$4.01M -62,633 -16%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$17.6M +$365K +5,591 +2%
Mariner
30
Mariner
Kansas
$17.4M -$1.2M -18,448 -6%
BWA
31
Burt Wealth Advisors
Maryland
$17M +$325K +4,977 +2%
CIC
32
Cutler Investment Counsel
Oregon
$16.2M -$44.2K -677 -0.3%
SP
33
Symmetry Partners
Connecticut
$15.5M -$1.21M -18,481 -7%
LFA
34
Legacy Financial Advisors
Kentucky
$15.4M -$120K -1,834 -0.8%
OPAM
35
Ocean Park Asset Management
California
$15.4M -$841K -12,898 -5%
MML Investors Services
36
MML Investors Services
Massachusetts
$14.7M -$1.11M -17,006 -7%
Comerica Bank
37
Comerica Bank
Texas
$13.4M +$13.4M +205,400 New
ACM
38
Armbruster Capital Management
New York
$12.8M +$301K +4,619 +2%
GIS
39
Grayhawk Investment Strategies
Alberta, Canada
$12.4M -$307K -4,700 -2%
EL
40
EWA LLC
Pennsylvania
$12.4M -$1.22M -18,594 -9%
HNB
41
Huntington National Bank
Ohio
$12.2M -$11.5M – –
JWM
42
Janiczek Wealth Management
Colorado
$12M -$111K -1,705 -0.9%
TNBTD
43
Trustmark National Bank Trust Department
Mississippi
$12M -$523K -8,014 -4%
Amundi
44
Amundi
France
$11.8M -$3.55M -54,700 -23%
AP
45
Agilis Partners
Massachusetts
$11.7M -$201K -3,083 -2%
RJA
46
Raymond James & Associates
Florida
$11.6M -$424K -6,496 -4%
FCT
47
Family Capital Trust
Massachusetts
$11.6M -$783 -12 -0%
Truist Financial
48
Truist Financial
North Carolina
$11.2M +$13.2K +202 +0.1%
KIM
49
Karpus Investment Management
New York
$11.2M -$2.42M -37,105 -18%
AHC
50
Anderson Hoagland & Co
Missouri
$10.8M -$273K -4,181 -2%
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