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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

470 hedge funds and large institutions have $5.96B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 214 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-10
Holders Change %
-2.08%
% of All Funds
7.52%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
49
Increased
109
Reduced
214
Closed
46
Calls
$988K
Puts
–
Net Calls
+$988K
Net Calls Change
+$5K

Top Buyers

1
BL
Balentine LLC
Georgia
$149M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$606M
3
Morgan Stanley
Morgan Stanley
New York
$235M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$295M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$172M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.17B
2
GC
GFG Capital
Florida
$2.37M
3
Jane Street
Jane Street
New York
$823K
4
GIS
Grayhawk Investment Strategies
Alberta, Canada
$21.4M
5
WPW
Waldron Private Wealth
Pennsylvania
$2.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
251
GDS Wealth Management
Texas
$492K -$83.1K -1,229 -14%
FHA
252
Flagship Harbor Advisors
Massachusetts
$489K -$27.2K -402 -5%
SB
253
Strategic Blueprint
Georgia
$484K +$1.49K +22 +0.3%
BSW
254
Buckingham Strategic Wealth
Missouri
$476K – – –
EAM
255
Evanson Asset Management
California
$475K – – –
Lido Advisors
256
Lido Advisors
California
$451K +$451K +6,660 New
PFS
257
Prospera Financial Services
Texas
$445K +$145K +2,150 +49%
MCA
258
Magnolia Capital Advisors
Mississippi
$432K +$7.51K +111 +2%
TFA
259
Tranquilli Financial Advisor
New Jersey
$432K +$432K +6,379 New
SWP
260
Stratos Wealth Partners
Ohio
$422K -$142K -2,100 -25%
PFA
261
Pathway Financial Advisors
Vermont
$407K -$83K -1,227 -17%
TB
262
Treynor Bancshares
Iowa
$405K – – –
CF
263
Centaurus Financial
California
$402K -$20.5K -303 -5%
BAM
264
Belpointe Asset Management
Nevada
$401K -$603K -8,914 -60%
GA
265
Goldstein Advisors
Wisconsin
$397K -$24.8K -367 -6%
CFGS
266
Concourse Financial Group Securities
Alabama
$395K -$141K -2,078 -26%
GIA
267
Gladstone Institutional Advisory
Florida
$394K -$23.3K -344 -6%
TCPWM
268
Traverso Chambers Private Wealth Management
California
$392K – – –
SW
269
SteelPeak Wealth
California
$391K -$1.11M -16,340 -74%
AAP
270
Arax Advisory Partners
Colorado
$391K -$23.1K -341 -6%
SIM
271
Stratos Investment Management
Ohio
$387K +$26.3K +389 +7%
PB
272
Pinnacle Bancorp
Nebraska
$383K +$98.1K +1,450 +34%
JFG
273
JMG Financial Group
Illinois
$381K – – –
AAS
274
Ameritas Advisory Services
Nebraska
$372K -$120K -1,738 -24%
SIA
275
Sovereign Investment Advisors
Arizona
$367K – – –
9 10
11
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