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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

465 hedge funds and large institutions have $5.16B invested in iShares MSCI EAFE Min Vol Factor ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 110 increasing their positions, 214 reducing their positions, and 45 closing their positions.

Holders
465
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
6.76%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
50
Increased
110
Reduced
214
Closed
45
Calls
$35K
Puts
–
Net Calls
+$35K
Net Calls Change
-$865K

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$17.7M
2
KAS
2
Kestra Advisory Services
Texas
$10.7M
3
SP
3
Symmetry Partners
Connecticut
$18.5M
4
OMC
4
Old Mission Capital
Illinois
$3.83M
5
CA
5
Clearstead Advisors
Ohio
$2.93M

Top Sellers

1
Jane Street
1
Jane Street
New York
$30M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$824M
3
Bank of America
3
Bank of America
North Carolina
$2.03B
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$71.4M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$108M
Name Market Value Shares Shares
Change 		Shares
Change %
CB
326
Chris Bulman
California
$236K 3,404 +3,404 New
PTC
327
Private Trust Company
Ohio
$235K 3,394 – –
MWA
328
Meridian Wealth Advisors
Texas
$235K 3,390 – –
CW
329
CreativeOne Wealth
Kansas
$235K 3,384 -1,683 -33%
RRWA
330
Rainey & Randall Wealth Advisors
Florida
$235K 3,381 +142 +4%
PD
331
Planning Directions
Pennsylvania
$234K 3,373 -574 -15%
Principal Financial Group
332
Principal Financial Group
Iowa
$226K 3,258 – –
EIP
333
Ellis Investment Partners
Pennsylvania
$224K 3,236 -49 -1%
SAS
334
Sage Advisory Services
Texas
$224K 3,223 -530 -14%
BA
335
Bristlecone Advisors
Washington
$223K 3,215 – –
EWA
336
Elevate Wealth Advisory
Georgia
$220K 3,176 -410 -11%
BOPW
337
Brandywine Oak Private Wealth
Pennsylvania
$216K 3,120 – –
SFA
338
Sequoia Financial Advisors
Ohio
$215K 3,095 -465 -13%
Vanguard Group
339
Vanguard Group
Pennsylvania
$214K 3,086 +3,086 New
RFS
340
Richardson Financial Services
Massachusetts
$212K 3,058 -143 -4%
FTDI
341
First Trust Direct Indexing
Massachusetts
$208K 2,995 +2,995 New
PP
342
PDS Planning
Ohio
$203K 2,930 – –
EWA
343
EP Wealth Advisors
California
$189K 2,721 +278 +11%
SS
344
Sunbelt Securities
Texas
$178K 2,562 +27 +1%
SAM
345
Smartleaf Asset Management
Massachusetts
$170K 2,455 – –
ADL
346
Asset Dedication LLC
California
$168K 2,419 – –
Citigroup
347
Citigroup
New York
$166K 2,393 -15,273 -86%
CT
348
Colonial Trust
South Carolina
$163K 2,349 – –
CF
349
Centaurus Financial
California
$161K 2,328 -311 -12%
IA
350
IFP Advisors
Florida
$159K 2,290 +1,484 +184%
12 13
14
15 16