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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

532 hedge funds and large institutions have $5.58B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 150 increasing their positions, 237 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
9.34%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.68%
New
47
Increased
150
Reduced
237
Closed
37
Calls
$7.77M
Puts
$603K
Net Calls
+$7.16M
Net Calls Change
-$66K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$585M
2
Franklin Resources
Franklin Resources
California
$25.7M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$58.9M
4
Citadel Advisors
Citadel Advisors
Florida
$21.2M
5
KAS
Kestra Advisory Services
Texas
$23.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$565M
2
BlackRock
BlackRock
New York
$423M
3
Ameriprise
Ameriprise
Minnesota
$189M
4
PWA
Peterson Wealth Advisors
Utah
$6.64M
5
Morgan Stanley
Morgan Stanley
New York
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
526
Flagstar Advisors
New York
$3K +$3K +38 New
CFD
527
Creative Financial Designs
Indiana
$3K +$3K +40 New
PGAM
528
Princeton Global Asset Management
New Jersey
$2K -$600 -6 -23%
JHCP
529
Jackson Hole Capital Partners
Oklahoma
$2K – – –
AA
530
AlphaMark Advisors
Kentucky
$2K – – –
WWM
531
Wagner Wealth Management
South Carolina
$1K – – –
GKWIM
532
Gerber Kawasaki Wealth & Investment Management
California
$1K +$1K +1 New
BFG
533
Baron Financial Group
New Jersey
$753 – – –
WIM
534
Westside Investment Management
California
$64 – – –
BI
535
Berkeley Inc
Idaho
– -$4.01M -53,084 Closed
CCP
536
Cassia Capital Partners
North Carolina
– -$3.01M -39,854 Closed
Natixis Advisors
537
Natixis Advisors
Massachusetts
– -$2.25M -29,729 Closed
VCM
538
Verde Capital Management
Michigan
– -$2.2M -29,162 Closed
JWCA
539
J.W. Cole Advisors
Florida
– -$1.57M -20,813 Closed
SWP
540
ShoreHaven Wealth Partners
New Jersey
– -$969K -12,835 Closed
WP
541
WealthShield Partners
North Carolina
– -$892K -11,812 Closed
SFS
542
Sowell Financial Services
Arkansas
– -$762K -10,085 Closed
TA
543
Tiedemann Advisors
New York
– -$662K -8,760 Closed
EWA
544
Exencial Wealth Advisors
Oklahoma
– -$585K -7,748 Closed
PCIA
545
Prime Capital Investment Advisors
Kansas
– -$577K -7,641 Closed
FTS
546
Fifth Third Securities
Ohio
– -$397K -5,245 Closed
WI
547
Wintrust Investments
Illinois
– -$383K -5,065 Closed
Principal Financial Group
548
Principal Financial Group
Iowa
– -$268K -3,547 Closed
ERIM
549
Eagle Ridge Investment Management
Connecticut
– -$265K -3,514 Closed
TCM
550
Tufton Capital Management
Maryland
– -$264K -3,500 Closed
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