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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

470 hedge funds and large institutions have $5.96B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 214 reducing their positions, and 46 closing their positions.

Holders
470
Holders Change
-10
Holders Change %
-2.08%
% of All Funds
7.52%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
49
Increased
109
Reduced
214
Closed
46
Calls
$988K
Puts
–
Net Calls
+$988K
Net Calls Change
+$5K

Top Buyers

1
BL
1
Balentine LLC
Georgia
$149M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$606M
3
Morgan Stanley
3
Morgan Stanley
New York
$235M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$295M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$172M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.17B
2
GC
2
GFG Capital
Florida
$2.37M
3
Jane Street
3
Jane Street
New York
$823K
4
GIS
4
Grayhawk Investment Strategies
Alberta, Canada
$21.4M
5
WPW
5
Waldron Private Wealth
Pennsylvania
$2.6M
Name Market Value Shares Shares
Change 		Shares
Change %
LNB
76
Ledyard National Bank
$7.14M 105,599 +8,264 +8%
CL
77
Choreo LLC
Illinois
$6.84M 101,165 +101,165 New
SPC
78
Sigma Planning Corp
Michigan
$6.72M 99,344 -2,734 -3%
SPIA
79
Steward Partners Investment Advisory
New York
$6.5M 96,035 -37,128 -28%
UCFA
80
United Capital Financial Advisors
Texas
$6.24M 92,283 -10,704 -10%
AWS
81
Atria Wealth Solutions
New York
$5.92M 87,582 +26 +0%
FF
82
Friedenthal Financial
New Jersey
$5.9M 87,209 +2,613 +3%
WSTAM
83
Wilbanks Smith & Thomas Asset Management
Virginia
$5.67M 83,850 +83,850 New
TC
84
Tacita Capital
Ontario, Canada
$5.64M 83,420 -2,400 -3%
SAG
85
SageView Advisory Group
California
$5.58M 82,514 -82,994 -50%
PAG
86
Private Advisor Group
New Jersey
$5.46M 80,725 -8,288 -9%
MWM
87
McNaughton Wealth Management
California
$5.44M 80,432 -397 -0.5%
Millennium Management
88
Millennium Management
New York
$5.21M 76,986 +68,830 +844%
US Bancorp
89
US Bancorp
Minnesota
$5.13M 75,888 -37,572 -33%
HR
90
Hardy Reed
Mississippi
$5.05M 74,624 +27,500 +58%
MFG
91
Merit Financial Group
Georgia
$5.03M 74,400 -3,238 -4%
EH
92
Equitable Holdings
New York
$5.03M 74,340 -6,882 -8%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$4.9M 72,389 +8,433 +13%
MMA
94
Miracle Mile Advisors
California
$4.88M 72,104 +818 +1%
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$4.85M 71,752 -48,118 -40%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$4.73M 69,810 +1,650 +2%
EC
97
Estate Counselors
Wisconsin
$4.39M 64,840 +64,840 New
PWA
98
Physician Wealth Advisors
Utah
$4.1M 58,812 -2,151 -4%
KAS
99
Kestra Advisory Services
Texas
$4.05M 59,798 -18,790 -24%
FANJ
100
Financial Architects (New Jersey)
New Jersey
$4.01M 59,272 -11,152 -16%
2 3
4
5 6