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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

484 hedge funds and large institutions have $6.31B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 120 increasing their positions, 221 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+16
Holders Change %
+3.42%
% of All Funds
7.1%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.21%
New
68
Increased
120
Reduced
221
Closed
45
Calls
$340K
Puts
$7K
Net Calls
+$333K
Net Calls Change
+$157K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$956M
2
Morgan Stanley
Morgan Stanley
New York
$336M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$278M
4
WBG
Wharton Business Group
Pennsylvania
$139M
5
S
SimplyRich
California
$13M

Top Sellers

1
BL
Balentine LLC
Georgia
$2.2M
2
Bank of America
Bank of America
North Carolina
$2.17B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$25.1M
4
Osaic Holdings
Osaic Holdings
Arizona
$18.8M
5
OPAM
Ocean Park Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KWA
226
Kingswood Wealth Advisors
California
$596K +$596K +8,597 New
SWP
227
Stratos Wealth Partners
Ohio
$589K -$250K -3,607 -30%
IAIM
228
International Assets Investment Management
Florida
$587K +$587K +8,463 New
AIP
229
Ameritas Investment Partners
Nebraska
$577K – – –
BBW
230
Blue Barn Wealth
Utah
$575K -$35.4K -510 -6%
VFPW
231
Vantage Financial Partners (Wisconsin)
Wisconsin
$575K +$575K +8,294 New
CV
232
Counterweight Ventures
North Carolina
$574K +$574K +8,282 New
CWM
233
Cornerstone Wealth Management
Missouri
$574K -$7.63K -110 -1%
PP
234
Prudential plc
United Kingdom
$566K +$248K +3,575 +78%
BDF
235
Black Diamond Financial
Maryland
$561K – – –
BWL
236
Bogart Wealth LLC
Virginia
$561K – – –
EFS
237
Essex Financial Services
Connecticut
$560K +$3.74K +54 +0.7%
LF
238
Lantz Financial
Illinois
$553K – – –
WFAG
239
Wescott Financial Advisory Group
Pennsylvania
$543K -$78.6K -1,134 -13%
Thrivent Financial for Lutherans
240
Thrivent Financial for Lutherans
Minnesota
$540K -$622 -9 -0.1%
CNBTD
241
Citizens National Bank Trust Department
Mississippi
$540K -$4.51K -65 -0.8%
SG
242
StoneX Group
New York
$538K +$4.16K +60 +0.8%
BW
243
Bison Wealth
Georgia
$533K -$14.4K -208 -3%
AWE
244
Avidian Wealth Enterprises
Texas
$528K -$248K -3,582 -32%
TFA
245
Tranquilli Financial Advisor
New Jersey
$521K -$6.87K -99 -1%
CTWM
246
Cherry Tree Wealth Management
Minnesota
$508K -$71.8K -1,035 -12%
BCI
247
Brinker Capital Investments
Pennsylvania
$501K -$547K -7,842 -52%
OPS
248
Orion Portfolio Solutions
Nebraska
$501K -$547K -7,842 -52%
OIA
249
OneDigital Investment Advisors
Kansas
$487K +$14.1K +204 +3%
RF
250
RHS Financial
California
$480K -$248K -3,577 -34%
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