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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

470 hedge funds and large institutions have $4.38B invested in iShares MSCI EAFE Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 181 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-3
Holders Change %
-0.63%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
58
Increased
130
Reduced
181
Closed
50
Calls
$509K
Puts
$7K
Net Calls
+$502K
Net Calls Change
+$502K

Top Buyers

1
WBG
Wharton Business Group
Pennsylvania
$118M
2
Bank of America
Bank of America
North Carolina
$1.62B
3
WIA
World Investment Advisors
California
$4.14M
4
KWM
Kingsview Wealth Management
Oregon
$3.42M
5
SFA
Sequoia Financial Advisors
Ohio
$3.35M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$738M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$121M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$49.2M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
476
Prudential Financial
New Jersey
– -$3.64M -47,444 Closed
CCMG
477
Clark Capital Management Group
Pennsylvania
– -$2.94M -38,294 Closed
Renaissance Technologies
478
Renaissance Technologies
New York
– -$2.55M -33,300 Closed
DSN
479
D. Scott Neal
Kentucky
– -$1.05M -13,678 Closed
SFS
480
Sowell Financial Services
Arkansas
– -$885K -11,541 Closed
NA
481
Nottingham Advisors
New York
– -$624K -8,140 Closed
Squarepoint
482
Squarepoint
New York
– -$493K -6,425 Closed
SGI
483
Summit Global Investments
Utah
– -$419K -5,462 Closed
ATS
484
Ashton Thomas Securities
New York
– -$394K -5,135 Closed
GS
485
GTS Securities
New York
– -$387K -5,045 Closed
AG
486
Ascent Group
Virginia
– -$373K -4,864 Closed
AWA
487
Alta Wealth Advisors
Massachusetts
– -$373K -4,864 Closed
TSS
488
Two Sigma Securities
New York
– -$369K -4,811 Closed
CSPIA
489
Cary Street Partners Investment Advisory
Virginia
– -$307K -4,001 Closed
WF
490
Warner Financial
Maryland
– -$299K -3,894 Closed
CRI
491
Colonial River Investments
Virginia
– -$274K -3,577 Closed
AWM
492
Axxcess Wealth Management
California
– -$274K -3,577 Closed
WAOI
493
Wealth Advisors of Iowa
Iowa
– -$272K -3,550 Closed
SAS
494
Sage Advisory Services
Texas
– -$224K -3,223 Closed
GIA
495
Gladstone Institutional Advisory
Florida
– -$237K -3,085 Closed
FTDI
496
First Trust Direct Indexing
Massachusetts
– -$230K -2,993 Closed
SWM
497
SeaCrest Wealth Management
New York
– -$224K -2,926 Closed
SPC
498
Sigma Planning Corp
Michigan
– -$216K -2,811 Closed
GLLW
499
Graves Light Lenhart Wealth
Virginia
– -$212K -2,767 Closed
WHG
500
Westwood Holdings Group
Texas
– -$211K -2,755 Closed
17 18 19
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