EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

520 hedge funds and large institutions have $3.93B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 131 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
-25
Holders Change %
-4.59%
% of All Funds
8.79%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.47%
New
48
Increased
131
Reduced
251
Closed
68
Calls
$222K
Puts
–
Net Calls
+$222K
Net Calls Change
+$511K

Top Buyers

1
Jane Street
Jane Street
New York
$73.6M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$101M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$40M
4
AL
Aspiriant LLC
California
$11.1M
5
TWM
Tolleson Wealth Management
Texas
$15M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$2.43M
2
OBWP
O'Brien Wealth Partners
Massachusetts
$0
3
MMA
Miracle Mile Advisors
California
$4.37M
4
Bank of America
Bank of America
North Carolina
$389M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$357M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
501
Community Bank
New York
$3K – – –
KFI
502
Key Financial Inc
Pennsylvania
$3K – – –
CFD
503
Creative Financial Designs
Indiana
$3K +$73 +1 +3%
TCWM
504
Total Clarity Wealth Management
Illinois
$3K +$3K +49 New
OA
505
Operose Advisors
Wisconsin
$2K – – –
MFAM
506
M Financial Asset Management
Oregon
$2K – – –
CA
507
Crewe Advisors
Utah
$2K – – –
JHCP
508
Jackson Hole Capital Partners
Oklahoma
$2K – – –
HS
509
Horan Securities
United States
$2K +$2K +35 New
GGI
510
Godsey & Gibb Inc
Virginia
$2K +$2K +38 New
FPS
511
Fieldpoint Private Securities
Connecticut
$1K -$1.13K -18 -53%
WWM
512
Wagner Wealth Management
South Carolina
$1K -$1K -10 -50%
AA
513
AlphaMark Advisors
Kentucky
$1K – – –
LPP
514
Life Planning Partners
Florida
$1K – – –
PGAM
515
Princeton Global Asset Management
New Jersey
$1K – – –
HWA
516
HHM Wealth Advisors
Tennessee
$1K +$1K +12 New
ONST
517
Old North State Trust
North Carolina
$867 – – –
BFG
518
Baron Financial Group
New Jersey
$633 – – –
WIM
519
Westside Investment Management
California
$60 – – –
OBWP
520
O'Brien Wealth Partners
Massachusetts
– -$52.1M -794,211 Closed
PWP
521
Personal Wealth Partners
Minnesota
– -$15M -208,244 Closed
PCOC
522
Power Corp of Canada
Canada
– -$13.5M -186,919 Closed
FANJ
523
Financial Architects (New Jersey)
New Jersey
– -$8.26M -114,479 Closed
AIMCA
524
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$7.52M -104,200 Closed
MG
525
Mather Group
Illinois
– -$7.46M -103,370 Closed
19 20
21
22 23