EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

530 hedge funds and large institutions have $5.73B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 159 increasing their positions, 249 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
-32
Holders Change %
-5.69%
% of All Funds
9.25%
Holding in Top 10
36
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-30.77%
% of All Funds
0.63%
New
37
Increased
159
Reduced
249
Closed
62
Calls
$7.86M
Puts
$627K
Net Calls
+$7.23M
Net Calls Change
+$196K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$539M
2
OMC
Old Mission Capital
Illinois
$15.4M
3
GWM
Geneos Wealth Management
Colorado
$23.6M
4
SEI Investments
SEI Investments
Pennsylvania
$63.1M
5
MMA
Miracle Mile Advisors
California
$43.9M

Top Sellers

1
FI
Financial Insights
Washington
$696K
2
Citadel Advisors
Citadel Advisors
Florida
$6.33M
3
Bank of America
Bank of America
North Carolina
$625M
4
SIRP
Shelter Insurance Retirement Plan
Missouri
$0
5
FBFS
First Business Financial Services
Wisconsin
$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
126
Level Four Advisory Services
Texas
$4.43M -$308K -4,074 -6%
HA
127
HYA Advisors
Missouri
$4.31M +$90.5K +1,198 +2%
MCCP
128
Mission Creek Capital Partners
California
$4.24M +$550K +7,277 +15%
CC
129
Corsicana & Co
Texas
$4.22M +$4.22M +55,811 New
EBA
130
Eagle Bay Advisors
New York
$4.19M +$4.19M +55,418 New
CIBC World Market
131
CIBC World Market
Ontario, Canada
$4.1M -$127K -1,684 -3%
IA
132
IFP Advisors
Florida
$4.06M -$43.3K -573 -1%
JPMorgan Chase & Co
133
JPMorgan Chase & Co
New York
$4.04M +$579K +7,659 +17%
BI
134
Berkeley Inc
Idaho
$4.01M -$234K -3,099 -6%
RF
135
RHS Financial
California
$3.9M -$1.72M -22,783 -31%
TFS
136
TrustCore Financial Services
Tennessee
$3.81M -$719K -9,517 -16%
PD
137
Planning Directions
Pennsylvania
$3.79M +$91.8K +1,216 +2%
TTWM
138
TCV Trust & Wealth Management
Virginia
$3.72M +$28.9K +380 +0.8%
SFM
139
Signet Financial Management
New Jersey
$3.69M +$353K +4,678 +11%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$3.58M -$8.33M -110,256 -70%
ONST
141
Old North State Trust
North Carolina
$3.57M -$792K -10,486 -18%
HR
142
Hardy Reed
Mississippi
$3.56M – – –
FMN
143
Financial Management Network
California
$3.54M -$351K -4,626 -9%
PWAG
144
Polaris Wealth Advisory Group
California
$3.5M +$179K +2,364 +5%
LNB
145
Ledyard National Bank
$3.46M +$441K +5,834 +15%
CS
146
Comerica Securities
Michigan
$3.43M +$86.6K +1,147 +3%
IWM
147
IHT Wealth Management
Illinois
$3.34M -$858K -11,362 -20%
CCWA
148
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.31M -$1.69M -22,404 -34%
NF
149
Nikulski Financial
Iowa
$3.23M +$496K +6,491 +18%
MWM
150
MorganRosel Wealth Management
Colorado
$3.19M +$93.5K +1,238 +3%
4 5
6
7 8