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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 %
HH
301
Hilltop Holdings
Texas
$294K -$890 -14 -0.3%
BF
302
Blankinship & Foster
California
$293K +$2.29K +36 +0.8%
E
303
ETFidea
New York
$292K -$4.26K -67 -1%
SCA
304
Sage Capital Advisors
South Dakota
$290K +$290K +4,554 New
SPWG
305
Syntegra Private Wealth Group
Missouri
$289K +$289K +4,550 New
Franklin Resources
306
Franklin Resources
California
$289K +$12.2K +192 +4%
FAM
307
Frontier Asset Management
Wyoming
$287K +$287K +4,521 New
PP
308
Prudential plc
United Kingdom
$287K +$4.45K +70 +2%
RMA
309
Roffman Miller Associates
Pennsylvania
$285K -$1.15K -18 -0.4%
BFG
310
Berger Financial Group
Minnesota
$285K -$3.56K -56 -1%
1WA
311
180 Wealth Advisors
Washington
$283K -$31.2K -467 -10%
BSB
312
Bangor Savings Bank
Maine
$283K – – –
PFS
313
Prospera Financial Services
Texas
$282K -$326K -5,129 -54%
SM
314
Sensible Money
Arizona
$281K +$281K +4,427 New
MCC
315
Money Concepts Capital
Florida
$280K -$9.86K -155 -3%
KCM
316
Kathmere Capital Management
Pennsylvania
$280K -$57.2K -899 -17%
PAS
317
Park Avenue Securities
New York
$278K -$44.1K -693 -14%
ADL
318
Asset Dedication LLC
California
$276K – – –
HWMA
319
Heritage Wealth Management (Arizona)
Arizona
$276K +$138K +2,169 +100%
ACA
320
Ackerman Capital Advisors
Texas
$273K – – –
CCM
321
Crabel Capital Management
California
$270K +$270K +4,239 New
PB
322
Pinnacle Bancorp
Nebraska
$268K – – –
MWM
323
Meridian Wealth Management
Kentucky
$267K -$66.8K -1,050 -20%
ANTB
324
AMG National Trust Bank
Colorado
$257K +$1.08K +17 +0.4%
EFG
325
Everhart Financial Group
Ohio
$255K +$763 +12 +0.3%
11 12
13
14 15