EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

562 hedge funds and large institutions have $6.18B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 147 increasing their positions, 272 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-24
Holders Change %
-4.1%
% of All Funds
9.9%
Holding in Top 10
52
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-27.78%
% of All Funds
0.92%
New
41
Increased
147
Reduced
272
Closed
59
Calls
$7.63M
Puts
$593K
Net Calls
+$7.03M
Net Calls Change
-$1.17M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$454M
2
Citadel Advisors
2
Citadel Advisors
Florida
$71M
3
HI
3
Horizon Investments
North Carolina
$54.1M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$23.3M
5
Charles Schwab
5
Charles Schwab
California
$117M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$217M
2
Bank of America
2
Bank of America
North Carolina
$666M
3
MFG
3
Merit Financial Group
Georgia
$13.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$273M
5
Morgan Stanley
5
Morgan Stanley
New York
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$20M -$5.82M -79,716 -23%
PWP
52
Personal Wealth Partners
Minnesota
$18.8M -$2.38M -32,559 -11%
Truist Financial
53
Truist Financial
North Carolina
$18.8M -$1.97M -26,944 -9%
SPIA
54
Steward Partners Investment Advisory
New York
$18.6M -$2.95M -40,449 -14%
SWM
55
Southern Wealth Management
Texas
$18.3M +$45.3K +621 +0.2%
VCM
56
Verde Capital Management
Michigan
$17.5M -$6.6M -90,356 -27%
EC
57
Estate Counselors
Wisconsin
$17.5M -$286K -3,920 -2%
BA
58
Ballew Advisors
Mississippi
$17.2M +$8.54M +116,229 +99%
PA
59
Prism Advisors
California
$17M +$45.4K +622 +0.3%
JWM
60
Janiczek Wealth Management
Colorado
$16.9M -$218K -2,980 -1%
PAG
61
Private Advisor Group
New Jersey
$16.8M -$1.01M -13,814 -6%
NNP
62
Nachman Norwood & Parrott
South Carolina
$16.2M -$36.4M -498,851 -69%
CIC
63
Cutler Investment Counsel
Oregon
$15.4M +$512K +7,010 +3%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$14.8M +$42K +576 +0.3%
Stifel Financial
65
Stifel Financial
Missouri
$14.4M -$2.3M -31,503 -14%
GWM
66
Geneos Wealth Management
Colorado
$14.2M -$344K -4,641 -2%
MFM
67
Mirsky Financial Management
New York
$14.1M +$47.7K +654 +0.3%
Creative Planning
68
Creative Planning
Kansas
$14.1M -$767K -10,504 -5%
Goldman Sachs
69
Goldman Sachs
New York
$13.9M +$8.6M +117,819 +162%
RCAG
70
Rehmann Capital Advisory Group
Michigan
$13.8M +$883K +12,105 +7%
MFG
71
Merit Financial Group
Georgia
$13.8M -$77.8M -1,066,028 -85%
MPW
72
Monterey Private Wealth
California
$13.6M -$9.2M -123,121 -40%
KCM
73
Kathmere Capital Management
Pennsylvania
$13.2M -$1.55M -21,235 -11%
FMT
74
First Mercantile Trust
Tennessee
$13.1M +$231K +3,166 +2%
CAN
75
Cetera Advisor Networks
California
$13.1M +$337K +4,621 +3%
1 2
3
4 5