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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

466 hedge funds and large institutions have $5.33B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 226 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-54
Holders Change %
-10.38%
% of All Funds
8.06%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.4%
New
31
Increased
116
Reduced
226
Closed
76
Calls
$192K
Puts
–
Net Calls
+$192K
Net Calls Change
-$30K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.26B
2
BlackRock
BlackRock
New York
$335M
3
AL
Aspiriant LLC
California
$32.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$209M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$108M

Top Sellers

1
Jane Street
Jane Street
New York
$1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$309M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$124M
4
GWM
Geneos Wealth Management
Colorado
$9.77M
5
Ameriprise
Ameriprise
Minnesota
$91.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWA
476
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$1.45M -22,971 Closed
CCP
477
Cassia Capital Partners
North Carolina
– -$1.44M -22,761 Closed
CAG
478
Csenge Advisory Group
Florida
– -$1.01M -15,965 Closed
Qube Research & Technologies (QRT)
479
Qube Research & Technologies (QRT)
United Kingdom
– -$761K -12,024 Closed
ACA
480
Anchor Capital Advisors
Massachusetts
– -$755K -11,925 Closed
SMG
481
Smart Money Group
Texas
– -$556K -8,785 Closed
PCMC
482
Private Capital Management (Colorado)
Colorado
– -$617K -8,554 Closed
Renaissance Technologies
483
Renaissance Technologies
New York
– -$487K -7,700 Closed
Brown Advisory
484
Brown Advisory
Maryland
– -$456K -7,200 Closed
AWA
485
Amplius Wealth Advisors
Pennsylvania
– -$387K -6,123 Closed
Tudor Investment Corp
486
Tudor Investment Corp
Connecticut
– -$317K -5,014 Closed
AWC
487
Adamsbrown Wealth Consultants
Kansas
– -$314K -4,964 Closed
FA
488
Financial Advisors
Massachusetts
– -$297K -4,690 Closed
FPAS
489
Focus Partners Advisor Solutions
Missouri
– -$283K -4,470 Closed
Bank of New York Mellon
490
Bank of New York Mellon
New York
– -$282K -4,465 Closed
DB
491
Dravo Bay
Delaware
– -$286K -4,459 Closed
FCIM
492
Fairview Capital Investment Management
California
– -$278K -4,400 Closed
DWM
493
Dakota Wealth Management
Florida
– -$269K -4,255 Closed
TI
494
Trexquant Investment
Connecticut
– -$269K -4,253 Closed
TFS
495
Thoroughbred Financial Services
Tennessee
– -$266K -4,212 Closed
PCM
496
Pointe Capital Management
Michigan
– -$263K -4,162 Closed
RRWA
497
Rainey & Randall Wealth Advisors
Florida
– -$245K -3,872 Closed
CGFA
498
Colton Groome Financial Advisors
North Carolina
– -$243K -3,839 Closed
BMCM
499
Bryn Mawr Capital Management
Pennsylvania
– -$233K -3,677 Closed
CWM
500
Cordatus Wealth Management
Pennsylvania
– -$228K -3,603 Closed
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