EFAV icon

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 %
ACS
151
Archford Capital Strategies
Illinois
$1.68M -$40.4K -619 -2%
PWA
152
Peterson Wealth Advisors
Utah
$1.68M -$347K -5,324 -17%
AWM
153
AE Wealth Management
Kansas
$1.67M +$1.04M +15,942 +164%
NF
154
Nikulski Financial
Iowa
$1.64M -$187K -2,862 -10%
FFA
155
Fortune Financial Advisors
Kansas
$1.63M -$4.57K -70 -0.3%
MWM
156
Mascoma Wealth Management
New Hampshire
$1.59M -$6K -92 -0.4%
VI
157
Vestcor Inc
New Brunswick, Canada
$1.57M +$248K +3,800 +19%
CS
158
Comerica Securities
Michigan
$1.56M -$54.3K -832 -3%
UB
159
UMB Bank
Missouri
$1.53M -$1.76M -27,035 -53%
CBFP
160
Cedar Brook Financial Partners
Ohio
$1.52M -$72.4K -1,110 -5%
TFA
161
Transamerica Financial Advisors
Florida
$1.5M -$1.07M -16,323 -42%
FFS
162
Founders Financial Securities
Maryland
$1.49M +$131K +2,001 +10%
Kayne Anderson Rudnick Investment Management
163
Kayne Anderson Rudnick Investment Management
California
$1.48M – – –
EFL
164
ERn Financial LLC
Wisconsin
$1.47M -$110K -1,682 -7%
SAM
165
Sawgrass Asset Management
Florida
$1.46M – – –
CIAS
166
CFS Investment Advisory Services
New Jersey
$1.44M -$36.4K -558 -2%
KSWA
167
Kathleen S. Wright Associates
Pennsylvania
$1.39M +$6.52K +100 +0.5%
BCG
168
Breakwater Capital Group
New Jersey
$1.3M +$21.5K +333 +2%
1832 Asset Management
169
1832 Asset Management
Ontario, Canada
$1.3M – – –
BEAM
170
Baker Ellis Asset Management
Washington
$1.27M -$192K -2,950 -13%
SM
171
Sweeney & Michel
California
$1.26M +$28.8K +445 +2%
VCP
172
Verus Capital Partners
Arizona
$1.26M -$345K -5,285 -22%
AWM
173
Aries Wealth Management
Maine
$1.26M +$43.3K +664 +4%
BA
174
Bellwether Advisors
Nebraska
$1.26M -$23.2K -356 -2%
IP
175
Investment Partners
Ohio
$1.24M -$267K -4,087 -18%
5 6
7
8 9