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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

468 hedge funds and large institutions have $6.05B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 212 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
-4
Holders Change %
-0.85%
% of All Funds
7.46%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
47
Increased
111
Reduced
212
Closed
44
Calls
$698K
Puts
$522K
Net Calls
+$176K
Net Calls Change
-$702K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$803M
2
Bank of America
Bank of America
North Carolina
$2.08B
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$228M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$31M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$29M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
$7.51M
2
LS
Liquid Strategies
Georgia
$0
3
S
SimplyRich
California
$0
4
HNB
Huntington National Bank
Ohio
$12.2M
5
BlackRock
BlackRock
New York
$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
126
Foster & Motley
Ohio
$2.35M -$50.9K -780 -2%
CAL
127
Capital Advisors Ltd
Ohio
$2.34M -$31K -476 -1%
Prudential Financial
128
Prudential Financial
New Jersey
$2.32M +$149K +2,290 +7%
MCM
129
MAI Capital Management
Ohio
$2.27M -$11.6K -178 -0.5%
MG
130
Mather Group
Illinois
$2.23M – – –
ASN
131
Advisory Services Network
Georgia
$2.22M +$187K +2,873 +9%
MMA
132
Miracle Mile Advisors
California
$2.16M -$512K -7,843 -19%
LFAS
133
Level Four Advisory Services
Texas
$2.15M -$340K -5,211 -14%
KA
134
Klingman & Associates
New York
$2.04M -$81.7K -1,253 -4%
RRA
135
Round Rock Advisors
Connecticut
$2.04M -$19.6K -300 -1%
PA
136
Prism Advisors
California
$1.99M -$29.5K -452 -1%
BWM
137
Brickley Wealth Management
California
$1.96M -$86.6K -1,328 -4%
FFA
138
Fragasso Financial Advisors
Pennsylvania
$1.92M -$101K -1,542 -5%
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$1.9M -$150K -2,300 -7%
TC
140
TownSquare Capital
Utah
$1.88M -$1.25M -19,238 -40%
VWM
141
Venturi Wealth Management
Texas
$1.87M – – –
Goldman Sachs
142
Goldman Sachs
New York
$1.87M -$194K -2,971 -9%
HWM
143
HB Wealth Management
Georgia
$1.86M -$6.26K -96 -0.3%
BWM
144
Brown Wealth Management
Illinois
$1.85M -$1.32M -20,275 -42%
CFG
145
Citizens Financial Group
Rhode Island
$1.8M – – –
IWM
146
IHT Wealth Management
Illinois
$1.78M -$16.1K -247 -0.9%
FVWA
147
Foster Victor Wealth Advisors
South Carolina
$1.73M -$307K -4,727 -15%
BPA
148
Beacon Pointe Advisors
California
$1.71M +$4.5K +69 +0.3%
CFO
149
CVA Family Office
Colorado
$1.71M -$155K -2,375 -8%
MPW
150
Monterey Private Wealth
California
$1.69M – – –
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6
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