EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

470 hedge funds and large institutions have $4.38B invested in iShares MSCI EAFE Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 181 reducing their positions, and 50 closing their positions.

Holders
470
Holders Change
-3
Holders Change %
-0.63%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
58
Increased
130
Reduced
181
Closed
50
Calls
$509K
Puts
$7K
Net Calls
+$502K
Net Calls Change
+$502K

Top Buyers

1
WBG
1
Wharton Business Group
Pennsylvania
$118M
2
Raymond James Financial
2
Raymond James Financial
Florida
$29.2M
3
Bank of America
3
Bank of America
North Carolina
$1.62B
4
WIA
4
World Investment Advisors
California
$4.14M
5
KWM
5
Kingsview Wealth Management
Oregon
$3.42M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$738M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$121M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$49.2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$20M
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
76
Anchor Investment Management
South Carolina
$3.73M 52,716 +2,633 +5%
KWM
77
Kingsview Wealth Management
Oregon
$3.42M 48,352 +48,352 New
SFA
78
Sequoia Financial Advisors
Ohio
$3.35M 47,413 +44,040 +1,306%
UCFA
79
United Capital Financial Advisors
Texas
$3.28M 46,434 -394 -0.8%
IAS
80
IMA Advisory Services
Colorado
$3.2M 45,316 -96 -0.2%
IWC
81
Integrated Wealth Concepts
Massachusetts
$3.16M 44,692 +1,245 +3%
Citadel Advisors
82
Citadel Advisors
Florida
$3.13M 44,327 -13,804 -24%
MFG
83
Merit Financial Group
Georgia
$3.04M 43,023 -5,032 -10%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$3.03M 42,869 +2,780 +7%
MWM
85
MorganRosel Wealth Management
Colorado
$2.93M 41,420 +1,481 +4%
SIC
86
Samalin Investment Counsel
New York
$2.91M 41,205 -3,312 -7%
WANY
87
Wealthspire Advisors (New York)
New York
$2.89M 40,809 -13,450 -25%
PWA
88
Physician Wealth Advisors
Utah
$2.87M 40,533 -5,153 -11%
PAG
89
Private Advisor Group
New Jersey
$2.85M 40,353 -3,367 -8%
SC
90
Savant Capital
Illinois
$2.81M 39,802 -21,045 -35%
SPA
91
Shore Point Advisors
New Jersey
$2.81M 39,770 +923 +2%
ASN
92
Advisory Services Network
Georgia
$2.75M 38,886 +5,201 +15%
BFS
93
BridgePort Financial Solutions
Iowa
$2.55M 33,750 +33,750 New
VWA
94
Visionary Wealth Advisors
Illinois
$2.52M 35,673 +114 +0.3%
Focus Partners Wealth
95
Focus Partners Wealth
Massachusetts
$2.49M 35,211 +26,100 +286%
TFA
96
Transamerica Financial Advisors
Florida
$2.45M 34,628 +4,985 +17%
CAL
97
Capital Analysts LLC
Pennsylvania
$2.28M 32,235 -695 -2%
WIC
98
Woodmont Investment Counsel
Tennessee
$2.25M 31,773 -833 -3%
BWM
99
Brickley Wealth Management
California
$2.2M 31,148 +280 +0.9%
LFAS
100
Level Four Advisory Services
Texas
$2.19M 31,032 – –
2 3
4
5 6