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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

470 hedge funds and large institutions have $4.38B invested in iShares MSCI EAFE Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 181 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-3
Holders Change %
-0.63%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
58
Increased
130
Reduced
181
Closed
50
Calls
$509K
Puts
$7K
Net Calls
+$502K
Net Calls Change
+$502K

Top Buyers

1
WBG
Wharton Business Group
Pennsylvania
$118M
2
Bank of America
Bank of America
North Carolina
$1.62B
3
WIA
World Investment Advisors
California
$4.14M
4
KWM
Kingsview Wealth Management
Oregon
$3.42M
5
SFA
Sequoia Financial Advisors
Ohio
$3.35M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$738M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$121M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$49.2M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
201
Northern Trust
Illinois
$586K +$586K +8,281 New
CA
202
Clearstead Advisors
Ohio
$584K -$21.7K -307 -4%
IA
203
IFG Advisory
Georgia
$577K +$577K +8,164 New
BWL
204
Bogart Wealth LLC
Virginia
$575K – – –
SMA
205
Sage Mountain Advisors
Georgia
$573K +$159K +2,255 +39%
BDF
206
Black Diamond Financial
Maryland
$572K – – –
AP
207
Appleton Partners
Massachusetts
$568K -$26.9K -380 -5%
VWM
208
Venturi Wealth Management
Texas
$568K – – –
CWM
209
Cornerstone Wealth Management
Missouri
$568K +$71 +1 +0%
PFA
210
Portland Financial Advisors
New York
$567K +$567K +8,023 New
RF
211
RHS Financial
California
$556K -$52.1K -737 -9%
BBW
212
Blue Barn Wealth
Utah
$555K -$6.79K -96 -1%
MA
213
MONECO Advisors
Connecticut
$552K +$28.4K +402 +5%
AIP
214
Ameritas Investment Partners
Nebraska
$551K -$63.6K -900 -10%
FFG
215
Fiduciary Financial Group
California
$541K – – –
GRP
216
Global Retirement Partners
California
$532K -$171K -2,415 -24%
EFS
217
Essex Financial Services
Connecticut
$531K -$57.6K -815 -10%
QCM
218
QRG Capital Management
Illinois
$502K -$278K -3,936 -36%
DL
219
DOHJ LLC
Washington
$500K -$495 -7 -0.1%
NEPWA
220
New England Private Wealth Advisors
Massachusetts
$499K +$499K +7,064 New
CV
221
Counterweight Ventures
North Carolina
$499K -$10.3K -145 -2%
AWA
222
Acorn Wealth Advisors
Michigan
$498K -$152K -2,155 -23%
LF
223
Lantz Financial
Illinois
$498K – – –
BW
224
Bison Wealth
Georgia
$488K +$2.97K +42 +0.6%
PCFFS
225
Pacific Center for Financial Services
California
$484K -$52.2K -738 -10%
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