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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

545 hedge funds and large institutions have $4.71B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 140 increasing their positions, 252 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-30
Holders Change %
-5.22%
% of All Funds
8.62%
Holding in Top 10
30
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.29%
% of All Funds
0.47%
New
41
Increased
140
Reduced
252
Closed
60
Calls
$224K
Puts
$513K
Net Calls
-$289K
Net Calls Change
-$892K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$103M
2
WBG
Wharton Business Group
Pennsylvania
$94.8M
3
PCOC
Power Corp of Canada
Canada
$13.5M
4
Jane Street
Jane Street
New York
$9.39M
5
SGI
Summit Global Investments
Utah
$5.11M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$429M
2
HSA
HBK Sorce Advisory
Pennsylvania
$20.5M
3
HI
Horizon Investments
North Carolina
$1.19M
4
Bank of America
Bank of America
North Carolina
$476M
5
FA
Financial Advisors
Massachusetts
$328K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
476
Evermay Wealth Management
Virginia
$34K +$34K +478 New
RIM
477
Rockbridge Investment Management
New York
$33.4K – – –
OAJ
478
Ogorek Anthony Joseph
New York
$31K – – –
DI
479
Disciplined Investments
Oklahoma
$30K – – –
BCMLT
480
Beacon Capital Management LLC (Tennessee)
Tennessee
$29K +$29K +401 New
KA
481
Kozak & Associates
Colorado
$27K – – –
HFS
482
Hantz Financial Services
Michigan
$26K – – –
RCM
483
Rain Capital Management
Oregon
$26K – – –
CPFP
484
Clear Perspectives Financial Planning
Ohio
$24K -$3.67K -50 -13%
PCG
485
Private Capital Group
Connecticut
$23K – – –
HCP
486
Hexagon Capital Partners
Arkansas
$23K – – –
TFA
487
Toth Financial Advisory
Virginia
$22K – – –
EWM
488
EPG Wealth Management
Georgia
$22K – – –
CPW
489
Crestmont Private Wealth
Texas
$22K – – –
GWS
490
Glassman Wealth Services
Virginia
$21K – – –
SCA
491
Sandy Cove Advisors
Massachusetts
$21K +$21K +290 New
TFP
492
Tilia Fiduciary Partners
North Carolina
$20K – – –
PO
493
Private Ocean
California
$18K – – –
FAG
494
Fortitude Advisory Group
Washington
$18K – – –
BWP
495
Baldwin Wealth Partners
Massachusetts
$17K – – –
SAM
496
Strategic Asset Management
Minnesota
$17K +$2.13K +30 +14%
CIR
497
Clear Investment Research
Georgia
$16K – – –
TWM
498
Tradition Wealth Management
Minnesota
$15K – – –
OC
499
Oakworth Capital
Alabama
$14K – – –
CDIA
500
Capital Directions Investment Advisors
Georgia
$14K +$14K +198 New
18 19
20
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