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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

520 hedge funds and large institutions have $3.93B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 131 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
-25
Holders Change %
-4.59%
% of All Funds
8.79%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.47%
New
48
Increased
131
Reduced
251
Closed
68
Calls
$222K
Puts
–
Net Calls
+$222K
Net Calls Change
+$511K

Top Buyers

1
Jane Street
Jane Street
New York
$73.6M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$101M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$40M
4
AL
Aspiriant LLC
California
$11.1M
5
TWM
Tolleson Wealth Management
Texas
$15M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$2.43M
2
OBWP
O'Brien Wealth Partners
Massachusetts
$0
3
MMA
Miracle Mile Advisors
California
$4.37M
4
Bank of America
Bank of America
North Carolina
$389M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$357M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPW
251
Pinnacle Private Wealth
Massachusetts
$665K +$7.91K +125 +1%
GPA
252
Guidance Point Advisors
Massachusetts
$663K +$12.6K +199 +2%
BWM
253
BCGM Wealth Management
Indiana
$643K -$92.1K -1,403 -13%
PP
254
PDS Planning
Ohio
$628K -$26.9K -424 -4%
MWM
255
Merriman Wealth Management
Washington
$624K -$358K -5,664 -36%
PCA
256
Pallas Capital Advisors
Massachusetts
$621K – – –
FFS
257
Founders Financial Securities
Maryland
$619K -$291K -4,588 -32%
EFS
258
Essex Financial Services
Connecticut
$617K -$41K -648 -6%
PCMC
259
Private Capital Management (Colorado)
Colorado
$617K – – –
HNWAG
260
High Net Worth Advisory Group
Florida
$612K -$116K -1,827 -16%
GWM
261
GDS Wealth Management
Texas
$607K -$17.2K -271 -3%
FG
262
Foster Group
Iowa
$606K +$70.4K +1,112 +13%
CPA
263
Cardiff Park Advisors
California
$604K +$6.77K +107 +1%
ONB
264
Old National Bancorp
Indiana
$595K +$595K +9,397 New
BDF
265
Black Diamond Financial
Maryland
$592K – – –
CA
266
CGN Advisors
Kansas
$589K -$44K -695 -7%
BOPW
267
Brandywine Oak Private Wealth
Pennsylvania
$587K – – –
PTC
268
Private Trust Company
Ohio
$586K +$586K +9,254 New
CNBTD
269
Citizens National Bank Trust Department
Mississippi
$572K -$118K -1,869 -17%
IAN
270
Integrated Advisors Network
Texas
$572K -$23.2K -366 -4%
GW
271
GW & Wade
Massachusetts
$571K -$11.5K -181 -2%
OIA
272
OneDigital Investment Advisors
Kansas
$570K -$5.07K -80 -0.9%
CFFP
273
Center for Financial Planning
Michigan
$568K -$271K -4,279 -32%
WF
274
Warner Financial
Maryland
$567K -$190K -3,005 -25%
SMG
275
Smart Money Group
Texas
$556K -$333K -5,256 -37%
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