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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 %
VFIC
201
Valley Forge Investment Consultants
Pennsylvania
$910K +$27.3K +419 +3%
RJT
202
Raymond James Trust
Florida
$904K +$30.8K +472 +4%
SRWM
203
Shira Ridge Wealth Management
California
$891K +$37K +567 +4%
PIAS
204
PCA Investment Advisory Services
Ohio
$887K -$5.61K -86 -0.6%
ACP
205
Arcus Capital Partners
Georgia
$852K – – –
SFG
206
Steward Financial Group
Texas
$851K +$851K +13,063 New
JWCA
207
J.W. Cole Advisors
Florida
$842K -$4.57K -70 -0.5%
TF
208
Tompkins Financial
New York
$841K – – –
AP
209
Appleton Partners
Massachusetts
$840K -$18.9K -290 -2%
PFM
210
Peak Financial Management
Massachusetts
$808K -$6.08M -93,253 -88%
DI
211
DFPG Investments
Utah
$794K -$5.06K -78 -0.6%
SWP
212
Stratos Wealth Partners
Ohio
$790K +$2.81K +43 +0.4%
SRC
213
Shufro Rose & Co
New York
$782K +$61K +935 +8%
WB
214
WesBanco Bank
West Virginia
$781K -$14.6K -224 -2%
MFWP
215
Mosaic Family Wealth Partners
Missouri
$742K – – –
GW
216
GW & Wade
Massachusetts
$740K +$32.5K +498 +5%
Janney Montgomery Scott
217
Janney Montgomery Scott
Pennsylvania
$738K -$134K -2,056 -15%
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$734K +$666K +10,206 +976%
AWE
219
Avidian Wealth Enterprises
Texas
$730K -$47.2K -723 -6%
AWMS
220
Advocacy Wealth Management Services
Georgia
$720K – – –
PFS
221
Prospera Financial Services
Texas
$707K +$214K +3,278 +43%
SC
222
Savant Capital
Illinois
$702K -$55.3K -848 -7%
GFWA
223
Grey Fox Wealth Advisors
Delaware
$694K -$429K -6,584 -38%
PCIA
224
Prime Capital Investment Advisors
Kansas
$693K -$60.7K -931 -8%
RF
225
RHS Financial
California
$685K -$268K -4,112 -28%
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