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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

472 hedge funds and large institutions have $5.97B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 167 increasing their positions, 183 reducing their positions, and 43 closing their positions.

Holders
472
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.44%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
47
Increased
167
Reduced
183
Closed
43
Calls
$878K
Puts
–
Net Calls
+$878K
Net Calls Change
-$110K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$665M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$202M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$322M
4
Amundi
4
Amundi
France
$15.9M
5
AC
5
Apella Capital
Connecticut
$10.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.09B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$3.59M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$645K
4
SAM
4
Securian Asset Management
Minnesota
$79.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$26.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$7.03M 104,123 -3,414 -3%
WDL
77
Well Done LLC
Michigan
$6.94M 102,745 -3,250 -3%
CL
78
Choreo LLC
Illinois
$6.7M 99,295 -1,870 -2%
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$6.69M 99,165 +27,413 +38%
SPIA
80
Steward Partners Investment Advisory
New York
$6.35M 94,136 -1,899 -2%
FF
81
Friedenthal Financial
New Jersey
$5.93M 87,784 +575 +0.7%
WSTAM
82
Wilbanks Smith & Thomas Asset Management
Virginia
$5.79M 85,715 +1,865 +2%
MWM
83
McNaughton Wealth Management
California
$5.6M 83,013 +2,581 +3%
UCFA
84
United Capital Financial Advisors
Texas
$5.54M 82,003 -10,280 -11%
AWS
85
Atria Wealth Solutions
New York
$5.52M 81,791 -5,791 -7%
TC
86
Tacita Capital
Ontario, Canada
$5.26M 77,920 -5,500 -7%
MFG
87
Merit Financial Group
Georgia
$5.17M 76,558 +2,158 +3%
CAL
88
Capital Analysts LLC
Pennsylvania
$5.02M 74,337 +27,053 +57%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$5M 74,105 +1,716 +2%
EH
90
Equitable Holdings
New York
$4.98M 73,726 -614 -0.8%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$4.8M 69,958 +148 +0.2%
PAG
92
Private Advisor Group
New Jersey
$4.53M 67,170 -13,555 -17%
EC
93
Estate Counselors
Wisconsin
$4.3M 63,640 -1,200 -2%
NA
94
NewEdge Advisors
Louisiana
$4M 59,258 +4,691 +9%
PWA
95
Physician Wealth Advisors
Utah
$3.96M 58,776 -36 -0.1%
SAG
96
SageView Advisory Group
California
$3.88M 57,555 -24,959 -30%
SIC
97
Samalin Investment Counsel
New York
$3.66M 54,228 +2,734 +5%
GWP
98
Gateway Wealth Partners
Wisconsin
$3.61M 53,539 -2,868 -5%
JPMPWA
99
J.P. Morgan Private Wealth Advisors
California
$3.59M 53,249 -169,766 -76%
FANJ
100
Financial Architects (New Jersey)
New Jersey
$3.56M 52,740 -6,532 -11%
2 3
4
5 6