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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

532 hedge funds and large institutions have $5.58B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 150 increasing their positions, 237 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
9.34%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.68%
New
47
Increased
150
Reduced
237
Closed
37
Calls
$7.77M
Puts
$603K
Net Calls
+$7.16M
Net Calls Change
-$66K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$585M
2
Franklin Resources
Franklin Resources
California
$25.7M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$58.9M
4
Citadel Advisors
Citadel Advisors
Florida
$21.2M
5
KAS
Kestra Advisory Services
Texas
$23.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$565M
2
BlackRock
BlackRock
New York
$423M
3
Ameriprise
Ameriprise
Minnesota
$189M
4
PWA
Peterson Wealth Advisors
Utah
$6.64M
5
Morgan Stanley
Morgan Stanley
New York
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
476
Halpern Financial
Virginia
$30.1K – – –
OAJ
477
Ogorek Anthony Joseph
New York
$30K – – –
CPFP
478
Clear Perspectives Financial Planning
Ohio
$29K – – –
RCM
479
Rain Capital Management
Oregon
$27K -$1.92K -25 -7%
HFS
480
Hantz Financial Services
Michigan
$27K – – –
PCG
481
Private Capital Group
Connecticut
$24K – – –
HCP
482
Hexagon Capital Partners
Arkansas
$24K – – –
TFA
483
Toth Financial Advisory
Virginia
$23K – – –
EWM
484
EPG Wealth Management
Georgia
$23K +$23K +307 New
AWA
485
Arkadios Wealth Advisors
Georgia
$22K – – –
GWS
486
Glassman Wealth Services
Virginia
$22K +$22K +296 New
SSB
487
Sandy Spring Bank
Maryland
$20K – – –
PO
488
Private Ocean
California
$19K – – –
BWP
489
Baldwin Wealth Partners
Massachusetts
$17K – – –
CIR
490
Clear Investment Research
Georgia
$16K – – –
SAM
491
Strategic Asset Management
Minnesota
$16K +$16K +208 New
OC
492
Oakworth Capital
Alabama
$15K – – –
TWM
493
Tradition Wealth Management
Minnesota
$15K – – –
SIS
494
Sound Income Strategies
Florida
$14K – – –
SIM
495
Sonora Investment Management
Arizona
$14K – – –
NFSG
496
Newbridge Financial Services Group
Florida
$12K – – –
IPW
497
IronBridge Private Wealth
Texas
$11K – – –
SBL
498
Sargent Bickham Lagudis
Colorado
$11K – – –
JWBC
499
John W. Brooker & Co
California
$11K – – –
JWA
500
JFS Wealth Advisors
Pennsylvania
$11K +$11K +146 New
18 19
20
21 22