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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

480 hedge funds and large institutions have $5.88B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 120 increasing their positions, 215 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+14
Holders Change %
+3%
% of All Funds
7.74%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
81
Increased
120
Reduced
215
Closed
58
Calls
$983K
Puts
–
Net Calls
+$983K
Net Calls Change
+$791K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$492M
2
Jane Street
2
Jane Street
New York
$66.9M
3
SEI Investments
3
SEI Investments
Pennsylvania
$57.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$250M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$137M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.5M
2
Charles Schwab
2
Charles Schwab
California
$24M
3
Bank of America
3
Bank of America
North Carolina
$2.47B
4
BlackRock
4
BlackRock
New York
$325M
5
Ameriprise
5
Ameriprise
Minnesota
$74.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONB
251
Old National Bancorp
Indiana
$495K -$43.9K -691 -8%
IA
252
IFG Advisory
Georgia
$492K -$43.7K -688 -8%
FHA
253
Flagship Harbor Advisors
Massachusetts
$485K -$27.3K -430 -5%
EFS
254
Essex Financial Services
Connecticut
$476K -$81K -1,274 -15%
BSW
255
Buckingham Strategic Wealth
Missouri
$476K +$72.6K +1,141 +18%
PFA
256
Pathway Financial Advisors
Vermont
$460K -$592K -9,314 -56%
SB
257
Strategic Blueprint
Georgia
$454K -$396K -6,226 -47%
AAS
258
Ameritas Advisory Services
Nebraska
$453K -$1.4K -22 -0.3%
EAM
259
Evanson Asset Management
California
$446K +$382 +6 +0.1%
FFN
260
Focus Financial Network
Minnesota
$427K -$80.1K -1,260 -16%
TSS
261
Two Sigma Securities
New York
$402K +$402K +6,319 New
VI
262
Vestcor Inc
New Brunswick, Canada
$401K -$6.28M -98,806 -94%
William Blair & Company
263
William Blair & Company
Illinois
$400K -$763 -12 -0.2%
MCA
264
Magnolia Capital Advisors
Mississippi
$399K +$10.7K +168 +3%
CF
265
Centaurus Financial
California
$398K -$94.5K -1,484 -19%
GA
266
Goldstein Advisors
Wisconsin
$396K +$396K +6,228 New
GIA
267
Gladstone Institutional Advisory
Florida
$392K -$38.5K -605 -9%
AAP
268
Arax Advisory Partners
Colorado
$389K -$5.02K -79 -1%
TB
269
Treynor Bancshares
Iowa
$380K +$954 +15 +0.3%
AF
270
Allworth Financial
California
$377K -$308K -4,836 -45%
TCPWM
271
Traverso Chambers Private Wealth Management
California
$369K – – –
SRC
272
Shufro Rose & Co
New York
$361K +$53K +834 +17%
JFG
273
JMG Financial Group
Illinois
$358K – – –
CL
274
COWA LLC
Oklahoma
$357K +$43.7K +688 +14%
NEPWA
275
New England Private Wealth Advisors
Massachusetts
$352K +$191 +3 +0.1%
9 10
11
12 13