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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

575 hedge funds and large institutions have $5.65B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 181 increasing their positions, 208 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+43
Holders Change %
+8.08%
% of All Funds
8.88%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.54%
New
91
Increased
181
Reduced
208
Closed
40
Calls
$687K
Puts
$84K
Net Calls
+$603K
Net Calls Change
-$6.56M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$647M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$260M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$84.6M
4
BlackRock
BlackRock
New York
$446M
5
AssetMark Inc
AssetMark Inc
California
$13.6M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$158M
2
Franklin Resources
Franklin Resources
California
$1.05M
3
Citadel Advisors
Citadel Advisors
Florida
$520K
4
Bank of America
Bank of America
North Carolina
$556M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$91.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
276
AE Wealth Management
Kansas
$847K -$18.7K -243 -2%
FTUS
277
Flow Traders U.S.
New York
$844K -$2.19M -28,597 -72%
AIP
278
Ameritas Investment Partners
Nebraska
$843K +$307 +4 +0%
MWM
279
Mascoma Wealth Management
New Hampshire
$827K – – –
SIA
280
Soltis Investment Advisors
Utah
$827K +$64.4K +838 +8%
BDF
281
Black Diamond Financial
Maryland
$827K +$104K +1,360 +14%
DWM
282
Defined Wealth Management
Oregon
$821K +$43.9K +572 +6%
PCFFS
283
Pacific Center for Financial Services
California
$817K -$100K -1,304 -11%
FWP
284
FAS Wealth Partners
Kansas
$816K -$9.6K -125 -1%
ECM
285
Evergreen Capital Management
Washington
$814K +$844 +11 +0.1%
PIA
286
Pinion Investment Advisors
Kansas
$801K +$49.7K +648 +7%
AWC
287
Adamsbrown Wealth Consultants
Kansas
$800K +$800K +10,422 New
SG
288
StoneX Group
New York
$799K -$44K -573 -5%
PWM
289
Penobscot Wealth Management
Maine
$799K -$29.3K -381 -4%
WI
290
WrapManager Inc
California
$799K -$3.3K -43 -0.4%
SSC
291
Syverson Strege & Co
Iowa
$798K +$3.53K +46 +0.4%
GPA
292
Guidance Point Advisors
Massachusetts
$782K +$5.37K +70 +0.7%
BSW
293
Buckingham Strategic Wealth
Missouri
$772K – – –
OIA
294
OneDigital Investment Advisors
Kansas
$760K +$41.8K +545 +6%
GWM
295
GDS Wealth Management
Texas
$758K +$758K +9,868 New
PP
296
PDS Planning
Ohio
$755K +$5.61K +73 +0.7%
SW
297
SteelPeak Wealth
California
$754K -$44.4K -578 -6%
William Blair & Company
298
William Blair & Company
Illinois
$743K +$193K +2,520 +35%
GW
299
GW & Wade
Massachusetts
$725K -$438K -5,705 -38%
CPA
300
Cardiff Park Advisors
California
$725K +$725K +9,439 New
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12
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