EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

484 hedge funds and large institutions have $6.31B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 120 increasing their positions, 221 reducing their positions, and 45 closing their positions.

Holders
484
Holders Change
+16
Holders Change %
+3.42%
% of All Funds
7.1%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.21%
New
68
Increased
120
Reduced
221
Closed
45
Calls
$340K
Puts
$7K
Net Calls
+$333K
Net Calls Change
+$157K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$956M
2
Morgan Stanley
2
Morgan Stanley
New York
$336M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$278M
4
WBG
4
Wharton Business Group
Pennsylvania
$139M
5
S
5
SimplyRich
California
$13M

Top Sellers

1
BL
1
Balentine LLC
Georgia
$2.2M
2
Bank of America
2
Bank of America
North Carolina
$2.17B
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$25.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18.8M
5
OPAM
5
Ocean Park Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
76
Cetera Advisor Networks
California
$6.05M 87,289 -25,206 -22%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$5.99M 86,389 -10,531 -11%
Envestnet Portfolio Solutions
78
Envestnet Portfolio Solutions
Illinois
$5.92M 85,336 -46,503 -35%
Goldman Sachs
79
Goldman Sachs
New York
$5.86M 84,461 +55,839 +195%
AWS
80
Atria Wealth Solutions
New York
$5.52M 79,646 -2,055 -3%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$5.38M 71,052 +1,398 +2%
YCG
82
Yeomans Consulting Group
Georgia
$5.17M 74,579 +74,579 New
RWP
83
RWA Wealth Partners
Massachusetts
$4.85M 69,884 +69,884 New
Baird Financial Group
84
Baird Financial Group
Wisconsin
$4.8M 69,287 -594 -0.9%
EC
85
Estate Counselors
Wisconsin
$4.65M 67,070 +1,590 +2%
EH
86
Equitable Holdings
New York
$4.49M 64,709 -9,323 -13%
NA
87
NewEdge Advisors
Louisiana
$4.41M 63,818 +2,981 +5%
MFG
88
Merit Financial Group
Georgia
$4.24M 61,191 -4,135 -6%
Stifel Financial
89
Stifel Financial
Missouri
$4.17M 60,180 +23,474 +64%
GT
90
Glenmede Trust
Pennsylvania
$4.05M 58,346 -1,000 -2%
PAG
91
Private Advisor Group
New Jersey
$3.99M 57,487 +1,400 +2%
GBWM
92
Granite Bay Wealth Management
New Hampshire
$3.83M 57,804 -13,956 -19%
PWA
93
Physician Wealth Advisors
Utah
$3.76M 54,604 -808 -1%
CAL
94
Capital Analysts LLC
Pennsylvania
$3.62M 52,234 -3,077 -6%
TTWM
95
TCV Trust & Wealth Management
Virginia
$3.55M 51,226 +545 +1%
KNFPWM
96
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.55M 51,212 +51,212 New
UCFA
97
United Capital Financial Advisors
Texas
$3.48M 50,132 -19,323 -28%
GWP
98
Gateway Wealth Partners
Wisconsin
$3.46M 49,870 -2,441 -5%
AF
99
Allworth Financial
California
$3.45M 49,749 -731 -1%
TC
100
Tacita Capital
Ontario, Canada
$3.24M 46,680 -14,110 -23%
2 3
4
5 6