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

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$1.5M
2
Charles Schwab
Charles Schwab
California
$24M
3
Bank of America
Bank of America
North Carolina
$2.47B
4
BlackRock
BlackRock
New York
$325M
5
Ameriprise
Ameriprise
Minnesota
$74.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
276
Harbour Investments
Wisconsin
$350K -$59.8K -940 -15%
OAM
277
Oak Asset Management
California
$347K -$54.7K -860 -14%
SIA
278
Sovereign Investment Advisors
Arizona
$345K – – –
FP
279
Financial Perspectives
Minnesota
$341K -$5.09K -80 -1%
SIM
280
Stratos Investment Management
Ohio
$339K -$21.7K -341 -6%
SWM
281
Spire Wealth Management
Virginia
$336K -$12.8K -201 -4%
KWM
282
Kingsview Wealth Management
Oregon
$335K -$716K -11,256 -68%
RG
283
Retirement Group
California
$332K +$326K +5,122 +5,122%
RA
284
Rodgers & Associates
Pennsylvania
$331K – – –
CPA
285
Cardiff Park Advisors
California
$326K +$763 +12 +0.2%
AWM
286
Aries Wealth Management
Maine
$326K +$84.4K +1,327 +35%
CB
287
Commerce Bank
Missouri
$324K +$324K +5,095 New
Corient Private Wealth
288
Corient Private Wealth
Florida
$321K +$321K +5,049 New
CC
289
Callan Capital
California
$320K +$320K +5,039 New
PTC
290
Private Trust Company
Ohio
$315K -$7.37K -116 -2%
GGS
291
Galvin Gaustad & Stein
Arizona
$314K -$3.37K -53 -1%
FWP
292
FAS Wealth Partners
Kansas
$314K -$7.69K -121 -2%
WAOI
293
Wealth Advisors of Iowa
Iowa
$312K +$312K +4,900 New
OWM
294
OneAscent Wealth Management
Alabama
$307K -$60.8K -958 -17%
KPWS
295
Kestra Private Wealth Services
Texas
$306K +$306K +4,812 New
KA
296
Kovack Advisors
Florida
$306K -$14.2K -223 -4%
SWP
297
Summit Wealth Partners
Florida
$303K +$2.04K +32 +0.7%
CA
298
Calton & Associates
Florida
$303K +$303K +4,761 New
HNWAG
299
High Net Worth Advisory Group
Florida
$297K -$297K -4,665 -50%
SGWM
300
Sterling Group Wealth Management
California
$296K +$296K +4,649 New
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12
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