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

Top Sellers

1
AAS
Avantax Advisory Services
Texas
$7.51M
2
LS
Liquid Strategies
Georgia
$0
3
S
SimplyRich
California
$0
4
HNB
Huntington National Bank
Ohio
$12.2M
5
BlackRock
BlackRock
New York
$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
476
Prostatis Group
Maryland
– -$21.4K -21,431 Closed
Cerity Partners
477
Cerity Partners
New York
– -$963K -14,272 Closed
SFS
478
Sowell Financial Services
Arkansas
– -$693K -10,269 Closed
Toronto Dominion Bank
479
Toronto Dominion Bank
Ontario, Canada
– -$645K -9,558 Closed
Squarepoint
480
Squarepoint
New York
– -$570K -8,438 Closed
Millennium Management
481
Millennium Management
New York
– -$562K -8,328 Closed
SFS
482
Security Financial Services
Indiana
– -$486K -7,195 Closed
KWA
483
Kingswood Wealth Advisors
California
– -$387K -5,736 Closed
Tudor Investment Corp
484
Tudor Investment Corp
Connecticut
– -$336K -4,982 Closed
IIM
485
InTrack Investment Management
Vermont
– -$323K -4,785 Closed
SM
486
Sensible Money
Arizona
– -$299K -4,427 Closed
SGI
487
Summit Global Investments
Utah
– -$292K -4,319 Closed
Renaissance Technologies
488
Renaissance Technologies
New York
– -$270K -4,000 Closed
RMA
489
Roffman Miller Associates
Pennsylvania
– -$250K -3,698 Closed
YIH
490
Y-Intercept (HK)
Hong Kong
– -$244K -3,610 Closed
SFP
491
Shepherd Financial Partners
Massachusetts
– -$238K -3,528 Closed
HF
492
HRT Financial
New York
– -$238K -3,527 Closed
HFA
493
High Falls Advisors
New York
– -$220K -3,265 Closed
SFG
494
Sovereign Financial Group
Connecticut
– -$213K -3,156 Closed
HGWM
495
Horst & Graben Wealth Management
Oregon
– -$210K -3,117 Closed
GLLW
496
Graves Light Lenhart Wealth
Virginia
– -$206K -3,048 Closed
AFG
497
Albion Financial Group
Utah
– -$153K -2,272 Closed
OFG
498
Oxford Financial Group
Indiana
– -$143K -2,114 Closed
OHWP
499
Oak Harbor Wealth Partners
North Carolina
– -$135K -2,000 Closed
OP
500
ORG Partners
Indiana
– -$90.3K -1,342 Closed
17 18 19
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