EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

466 hedge funds and large institutions have $5.33B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 226 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-54
Holders Change %
-10.38%
% of All Funds
8.06%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.4%
New
31
Increased
116
Reduced
226
Closed
76
Calls
$192K
Puts
–
Net Calls
+$192K
Net Calls Change
-$30K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.26B
2
BlackRock
2
BlackRock
New York
$335M
3
AL
3
Aspiriant LLC
California
$32.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$209M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$108M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$309M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$124M
4
GWM
4
Geneos Wealth Management
Colorado
$9.77M
5
Ameriprise
5
Ameriprise
Minnesota
$91.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
201
Curtis Advisory Group
California
$862K +$2.85K +50 +0.3%
CAM
202
Cresset Asset Management
Illinois
$837K +$25.4K +445 +3%
MCM
203
MAI Capital Management
Ohio
$829K +$587K +10,300 +243%
JWCA
204
J.W. Cole Advisors
Florida
$827K -$37.6K -660 -4%
KFGK
205
Keystone Financial Group (Kentucky)
Kentucky
$804K -$68.6K -1,202 -8%
BDFN
206
Bond & Devick Financial Network
Minnesota
$802K -$19.7K -345 -2%
MA
207
MONECO Advisors
Connecticut
$801K -$75.6K -1,327 -9%
FAM
208
Forte Asset Management
New York
$797K +$162K +2,850 +26%
REMPR
209
Roof Eidam Maycock Peralta (REMP)
California
$786K – – –
DP
210
Divergent Planning
Maryland
$786K +$786K +13,783 New
WB
211
WesBanco Bank
West Virginia
$783K -$66.6K -1,169 -8%
ONST
212
Old North State Trust
North Carolina
$775K +$774K +13,576 +96,971%
BCI
213
Brinker Capital Investments
Pennsylvania
$766K -$648K -11,355 -46%
TLFA
214
True Link Financial Advisors
California
$765K -$8.83K -155 -1%
CM
215
Columbus Macro
Pennsylvania
$765K +$765K +13,410 New
SB
216
Strategic Blueprint
Georgia
$762K -$96.7K -1,696 -11%
KSWA
217
Kathleen S. Wright Associates
Pennsylvania
$757K -$264K -4,634 -26%
WIA
218
World Investment Advisors
California
$752K -$40.9K -717 -5%
Thrivent Financial for Lutherans
219
Thrivent Financial for Lutherans
Minnesota
$741K -$117K -2,045 -14%
CW
220
CreativeOne Wealth
Kansas
$732K -$257K -4,505 -26%
RJT
221
Raymond James Trust
Florida
$730K -$42.2K -740 -5%
AP
222
Appleton Partners
Massachusetts
$711K -$21.1K -370 -3%
SC
223
Savant Capital
Illinois
$702K +$18.2K +320 +3%
RWA
224
Rainsberger Wealth Advisors
Colorado
$694K -$454K -7,969 -40%
BBW
225
Blue Barn Wealth
Utah
$688K -$29.9K -525 -4%
7 8
9
10 11