EFAV icon

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.

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
1
Wharton Business Group
Pennsylvania
$118M
2
Raymond James Financial
2
Raymond James Financial
Florida
$29.2M
3
Bank of America
3
Bank of America
North Carolina
$1.62B
4
WIA
4
World Investment Advisors
California
$4.14M
5
KWM
5
Kingsview Wealth Management
Oregon
$3.42M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$738M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$121M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$49.2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$20M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.62B 22,974,021 +205,435 +0.9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$738M 10,432,603 -859,458 -8%
BlackRock
3
BlackRock
New York
$291M 4,114,125 -76,910 -2%
Morgan Stanley
4
Morgan Stanley
New York
$150M 2,119,454 +15,038 +0.7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$121M 1,706,530 -316,724 -16%
WBG
6
Wharton Business Group
Pennsylvania
$118M 1,668,037 +438,796 +36%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$89.8M 1,269,636 -62,616 -5%
Financial Engines Advisors
8
Financial Engines Advisors
California
$68.3M 965,385 +7,088 +0.7%
LPL Financial
9
LPL Financial
California
$66.5M 940,924 -44,632 -5%
SAM
10
Securian Asset Management
Minnesota
$59M 834,519 -163,429 -16%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$49.2M 695,149 -216,336 -24%
Wells Fargo
12
Wells Fargo
California
$43.7M 617,513 -10,903 -2%
UBS Group
13
UBS Group
Switzerland
$42.6M 602,682 +6,175 +1%
SEI Investments
14
SEI Investments
Pennsylvania
$40.8M 576,666 -29,563 -5%
Ameriprise
15
Ameriprise
Minnesota
$35.5M 501,799 -20,817 -4%
Raymond James Financial
16
Raymond James Financial
Florida
$29.2M 412,617 +412,617 New
AllianceBernstein
17
AllianceBernstein
Tennessee
$29.1M 412,083 +35,735 +9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$27M 381,426 +3,823 +1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$23.7M 335,707 -3,522 -1%
Amundi
20
Amundi
France
$21.3M 301,100 -8,600 -3%
BWA
21
Burt Wealth Advisors
Maryland
$20.1M 283,996 -2,829 -1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$20M 282,158 -187,601 -40%
BCM
23
Brookstone Capital Management
Illinois
$18.9M 267,279 -19,294 -7%
US Bancorp
24
US Bancorp
Minnesota
$17.3M 245,367 -9,137 -4%
AssetMark Inc
25
AssetMark Inc
California
$14.6M 206,572 +1,495 +0.7%
1
2 3 4 5