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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 %
CC
176
Courier Capital
New York
$1.21M -$20.2K -309 -2%
PWM
177
Perigon Wealth Management
California
$1.2M +$81K +1,242 +7%
WFM
178
Wolff Financial Management
Michigan
$1.2M -$131K -2,008 -10%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$1.12M -$5.93K -91 -0.5%
GVAG
180
Great Valley Advisor Group
Delaware
$1.11M -$325K -4,983 -23%
CIBC World Market
181
CIBC World Market
Ontario, Canada
$1.1M -$29K -445 -3%
TWM
182
Tolleson Wealth Management
Texas
$1.09M -$375K -5,747 -26%
DL
183
DOHJ LLC
Washington
$1.06M -$33.4K -518 -3%
SYBT
184
Stock Yards Bank & Trust
Kentucky
$1.05M +$450K +6,900 +75%
REMPR
185
Roof Eidam Maycock Peralta (REMP)
California
$1.04M +$142K +2,170 +16%
BIA
186
Bell Investment Advisors
California
$1.03M -$6.65K -102 -0.6%
WPW
187
Waldron Private Wealth
Pennsylvania
$1.03M -$1.15M -17,650 -53%
NS
188
NBC Securities
Alabama
$1.01M +$1.01M +15,525 New
AI
189
Atria Investments
North Carolina
$1M -$4.87K -70 -0.5%
CA
190
CGN Advisors
Kansas
$996K +$175K +2,687 +21%
BCI
191
Brinker Capital Investments
Pennsylvania
$980K -$40K -613 -4%
OPS
192
Orion Portfolio Solutions
Nebraska
$980K -$40K -613 -4%
CRI
193
Colonial River Investments
Virginia
$980K +$980K +15,024 New
IPW
194
Impact Partnership Wealth
Georgia
$964K +$964K +14,778 New
FT
195
Fiduciary Trust
Massachusetts
$963K -$1.04K -16 -0.1%
SIM
196
Stratos Investment Management
Ohio
$961K +$508K +7,796 +112%
FTUS
197
Flow Traders U.S.
New York
$941K +$941K +14,425 New
FG
198
Foster Group
Iowa
$929K +$9.33K +143 +1%
AWA
199
Acorn Wealth Advisors
Michigan
$925K -$12.1K -185 -1%
GRP
200
Global Retirement Partners
California
$924K -$49.6K -778 -5%
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