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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.

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 %
WDL
76
Well Done LLC
Michigan
$6.63M -$71.9K -1,103 -1%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$6.32M -$470K -7,203 -7%
SPIA
78
Steward Partners Investment Advisory
New York
$6.28M +$142K +2,183 +2%
CA
79
Cetera Advisors
Colorado
$6.2M -$3.94M -60,368 -39%
FF
80
Friedenthal Financial
New Jersey
$5.87M +$144K +2,215 +3%
CL
81
Choreo LLC
Illinois
$5.47M -$1M -15,350 -15%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$5.44M -$1.03M -15,778 -16%
MWM
83
McNaughton Wealth Management
California
$5.43M +$15.2K +233 +0.3%
AWS
84
Atria Wealth Solutions
New York
$5.33M -$5.87K -90 -0.1%
GBWM
85
Granite Bay Wealth Management
New Hampshire
$4.84M +$4.84M +71,760 New
EH
86
Equitable Holdings
New York
$4.83M +$20K +306 +0.4%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$4.72M -$20.6K -304 -0.4%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$4.56M -$275K -4,224 -6%
UCFA
89
United Capital Financial Advisors
Texas
$4.53M -$818K -12,548 -15%
1WM
90
1900 Wealth Management
Texas
$4.3M -$3.76M -57,669 -47%
EC
91
Estate Counselors
Wisconsin
$4.27M +$120K +1,840 +3%
MFG
92
Merit Financial Group
Georgia
$4.26M -$733K -11,232 -15%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$3.99M +$3.99M +61,140 New
PWAG
94
Polaris Wealth Advisory Group
California
$3.98M +$3.98M +61,078 New
NA
95
NewEdge Advisors
Louisiana
$3.97M +$103K +1,579 +3%
TC
96
Tacita Capital
Ontario, Canada
$3.96M -$1.12M -17,130 -22%
GT
97
Glenmede Trust
Pennsylvania
$3.87M +$867K +13,294 +29%
PAG
98
Private Advisor Group
New Jersey
$3.66M -$723K -11,083 -16%
Citadel Advisors
99
Citadel Advisors
Florida
$3.65M +$3.35M +51,385 +1,119%
CAL
100
Capital Analysts LLC
Pennsylvania
$3.61M -$1.24M -19,026 -26%
2 3
4
5 6