EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

575 hedge funds and large institutions have $5.65B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 181 increasing their positions, 208 reducing their positions, and 40 closing their positions.

Holders
575
Holders Change
+43
Holders Change %
+8.08%
% of All Funds
8.88%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.54%
New
91
Increased
181
Reduced
208
Closed
40
Calls
$687K
Puts
$84K
Net Calls
+$603K
Net Calls Change
-$6.56M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$647M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$260M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$84.6M
4
BlackRock
4
BlackRock
New York
$446M
5
AssetMark Inc
5
AssetMark Inc
California
$13.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$158M
2
Franklin Resources
2
Franklin Resources
California
$1.05M
3
Citadel Advisors
3
Citadel Advisors
Florida
$520K
4
Bank of America
4
Bank of America
North Carolina
$556M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$91.7M
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
101
Huntington National Bank
Ohio
– – – –
TC
102
Tacita Capital
Ontario, Canada
$7.1M 92,515 +750 +0.8%
LS
103
Liquid Strategies
Georgia
$6.94M 90,646 +20,476 +29%
ACP
104
Arcus Capital Partners
Georgia
$6.92M 90,175 -4,768 -5%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$6.65M 85,921 -23,135 -21%
PWA
106
Physician Wealth Advisors
Utah
$6.47M 85,558 -563 -0.7%
IWC
107
Integrated Wealth Concepts
Massachusetts
$6.39M 83,276 -909 -1%
BA
108
Bellwether Advisors
Nebraska
$6.28M 81,814 -2,745 -3%
LWA
109
LWS Wealth Advisors
New Jersey
$6.17M 80,407 +2,585 +3%
GT
110
Glenmede Trust
Pennsylvania
$5.98M 77,860 -8,433 -10%
JPMPWA
111
J.P. Morgan Private Wealth Advisors
California
$5.94M 77,418 +4,973 +7%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$5.82M 75,807 -8,264 -10%
PWA
113
Peterson Wealth Advisors
Utah
$5.66M 73,686 -14,498 -16%
CI
114
CX Institutional
Indiana
$5.55M 72,247 – –
6M
115
6 Meridian
Kansas
$5.45M 70,945 +1,936 +3%
NA
116
NewEdge Advisors
Louisiana
$5.32M 69,353 +57,521 +486%
MWM
117
McNaughton Wealth Management
California
$5.3M 70,140 +3,063 +5%
FF
118
Friedenthal Financial
New Jersey
$5.2M 67,786 -2,869 -4%
HCA
119
Heck Capital Advisors
Wisconsin
$5.06M 65,952 -357 -0.5%
BWA
120
BDO Wealth Advisors
Florida
$4.94M 64,284 -6,128 -9%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
– – – –
GIA
122
GHP Investment Advisors
Colorado
$4.84M 63,063 +1,468 +2%
LNB
123
Ledyard National Bank
$4.76M 61,933 +5,659 +10%
SWM
124
Southern Wealth Management
Texas
$4.56M 59,342 -126,459 -68%
MPW
125
Monterey Private Wealth
California
$4.54M 59,081 -3,741 -6%
3 4
5
6 7