EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

468 hedge funds and large institutions have $6.05B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 212 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
-4
Holders Change %
-0.85%
% of All Funds
7.46%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
47
Increased
111
Reduced
212
Closed
44
Calls
$698K
Puts
$522K
Net Calls
+$176K
Net Calls Change
-$702K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$803M
2
Bank of America
2
Bank of America
North Carolina
$2.08B
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$228M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$31M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$29M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$7.51M
2
LS
2
Liquid Strategies
Georgia
$0
3
S
3
SimplyRich
California
$0
4
HNB
4
Huntington National Bank
Ohio
$12.2M
5
BlackRock
5
BlackRock
New York
$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
51
Apella Capital
Connecticut
$10.7M +$254K +3,896 +2%
AssetMark Inc
52
AssetMark Inc
California
$10.6M -$135K -2,063 -1%
AL
53
Aspiriant LLC
California
$10.5M -$642K -9,841 -6%
OMC
54
Old Mission Capital
Illinois
$10M +$9.03M +138,401 +923%
HighTower Advisors
55
HighTower Advisors
Illinois
$9.95M +$2.89M +44,261 +41%
Jane Street
56
Jane Street
New York
$9.79M +$8.96M +137,409 +1,079%
SAS
57
Sage Advisory Services
Texas
$9.52M +$9.52M +145,968 New
GWM
58
Geneos Wealth Management
Colorado
$9.31M -$461K -7,076 -5%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$9.29M -$57.8K -886 -0.6%
RCAG
60
Rehmann Capital Advisory Group
Michigan
$9.23M -$1.59M -24,384 -15%
Creative Planning
61
Creative Planning
Kansas
$8.92M -$499K -7,653 -5%
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$8.6M +$8.6M +131,839 New
MCCP
63
Mission Creek Capital Partners
California
$8.35M +$230K +3,531 +3%
WANY
64
Wealthspire Advisors (New York)
New York
$8.02M +$8.02M +122,956 New
WIC
65
Woodmont Investment Counsel
Tennessee
$7.92M +$81.7K +1,253 +1%
VCS
66
Vaughan & Co Securities
New Jersey
$7.89M +$161K +2,473 +2%
RIM
67
Rakuten Investment Management
Japan
$7.86M +$229K +3,500 +3%
AMG
68
Asset Management Group
Connecticut
$7.71M -$19.4K -297 -0.3%
PMG
69
ProVise Management Group
Florida
$7.7M +$103K +1,573 +1%
AAS
70
Avantax Advisory Services
Texas
$7.51M -$16.8M -258,084 -69%
LNB
71
Ledyard National Bank
$7.48M +$330K +5,067 +5%
CAN
72
Cetera Advisor Networks
California
$7.34M -$571K -8,754 -7%
MFG
73
Magnus Financial Group
New York
$7.17M -$291K -4,463 -4%
US Bancorp
74
US Bancorp
Minnesota
$6.93M +$105K +1,604 +2%
DADC
75
D.A. Davidson & Co
Montana
$6.81M -$122K -1,869 -2%
1 2
3
4 5