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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 %
CSPIA
501
Cary Street Partners Investment Advisory
Virginia
– -$228K -3,595 Closed
RF
502
Resolute Financial
Massachusetts
– -$215K -3,395 Closed
WAP
503
Wealthcare Advisory Partners
Pennsylvania
– -$215K -3,389 Closed
MAG
504
Mayfair Advisory Group
Alabama
– -$222K -3,373 Closed
RWB
505
RMR Wealth Builders
New Jersey
– -$213K -3,366 Closed
TPWM
506
Twelve Points Wealth Management
Massachusetts
– -$210K -3,311 Closed
MPCG
507
Matrix Private Capital Group
New York
– -$208K -3,279 Closed
CG
508
Colony Group
Massachusetts
– -$205K -3,241 Closed
BCA
509
Bay Colony Advisors
Massachusetts
– -$212K -3,235 Closed
FPGK
510
Financial Partners Group (Kansas)
Kansas
– -$204K -3,228 Closed
BA
511
Bristlecone Advisors
Washington
– -$204K -3,215 Closed
FA
512
Faithward Advisors
Pennsylvania
– -$201K -3,176 Closed
MLA
513
My Legacy Advisors
Oregon
– -$200K -3,175 Closed
SWA
514
Stratos Wealth Advisors
Ohio
– -$201K -3,171 Closed
SIAG
515
Safeguard Investment Advisory Group
California
– -$201K -2,791 Closed
AW
516
ACG Wealth
Georgia
– -$143K -2,257 Closed
SWM
517
SeaCrest Wealth Management
New York
– -$132K -2,091 Closed
CA
518
CoreCap Advisors
Michigan
– -$75K -1,192 Closed
PFGIA
519
Patriot Financial Group Insurance Agency
Massachusetts
– -$73K -1,149 Closed
COCM
520
Charter Oak Capital Management
New Hampshire
– -$73K -1,148 Closed
NL
521
NVWM LLC
Pennsylvania
– -$44K -700 Closed
ACA
522
Aptus Capital Advisors
Alabama
– -$43K -680 Closed
PWM
523
Prentice Wealth Management
New York
– -$37K -591 Closed
SIAP
524
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$35K -551 Closed
RIM
525
Rockbridge Investment Management
New York
– -$29.1K -460 Closed
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