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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

472 hedge funds and large institutions have $5.97B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 167 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.44%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
47
Increased
167
Reduced
183
Closed
43
Calls
$878K
Puts
–
Net Calls
+$878K
Net Calls Change
-$110K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$665M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$202M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$322M
4
Amundi
Amundi
France
$15.9M
5
BlackRock
BlackRock
New York
$344M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.09B
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$3.59M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$645K
4
HNB
Huntington National Bank
Ohio
$11.5M
5
SAM
Securian Asset Management
Minnesota
$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
126
Foster & Motley
Ohio
$2.48M -$54.8K -811 -2%
SC
127
Sykon Capital
New York
$2.48M +$2.48M +36,678 New
CAL
128
Capital Advisors Ltd
Ohio
$2.45M -$81K -1,200 -3%
MCM
129
MAI Capital Management
Ohio
$2.36M +$180K +2,671 +8%
MG
130
Mather Group
Illinois
$2.31M +$20.5K +303 +0.9%
WPW
131
Waldron Private Wealth
Pennsylvania
$2.25M -$338K -5,012 -13%
Prudential Financial
132
Prudential Financial
New Jersey
$2.24M -$107K -1,582 -5%
KA
133
Klingman & Associates
New York
$2.2M -$118K -1,743 -5%
Goldman Sachs
134
Goldman Sachs
New York
$2.13M +$74.3K +1,100 +4%
RRA
135
Round Rock Advisors
Connecticut
$2.13M -$12.9K -191 -0.6%
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$2.12M +$587K +8,703 +38%
BWM
137
Brickley Wealth Management
California
$2.12M +$8.98K +133 +0.4%
ASN
138
Advisory Services Network
Georgia
$2.1M +$62K +918 +3%
FFA
139
Fragasso Financial Advisors
Pennsylvania
$2.1M +$77.8K +1,153 +4%
FVWA
140
Foster Victor Wealth Advisors
South Carolina
$2.1M -$156K -2,334 -7%
PA
141
Prism Advisors
California
$2.09M -$68.1K -1,009 -3%
PWA
142
Peterson Wealth Advisors
Utah
$2.09M -$433K -6,435 -17%
VWM
143
Venturi Wealth Management
Texas
$1.93M +$1.91M +28,247 +7,299%
HWM
144
HB Wealth Management
Georgia
$1.93M +$341K +5,047 +21%
CFO
145
CVA Family Office
Colorado
$1.93M -$4.52K -67 -0.2%
NF
146
Nikulski Financial
Iowa
$1.89M -$21K -311 -1%
CFG
147
Citizens Financial Group
Rhode Island
$1.86M +$6.41K +95 +0.3%
IWM
148
IHT Wealth Management
Illinois
$1.86M +$112K +1,652 +6%
ACS
149
Archford Capital Strategies
Illinois
$1.81M -$31.4K -458 -2%
BPA
150
Beacon Pointe Advisors
California
$1.77M +$23.7K +351 +1%
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