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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 %
JFG
351
JMG Financial Group
Illinois
$449K – – –
GGS
352
Galvin Gaustad & Stein
Arizona
$446K – – –
TCPWM
353
Traverso Chambers Private Wealth Management
California
$445K – – –
SIC
354
Salem Investment Counselors
North Carolina
$444K +$57.2K +745 +15%
DWMG
355
DB Wealth Management Group
California
$434K -$194K -2,521 -31%
TWC
356
TD Waterhouse Canada
Ontario, Canada
$421K +$421K +5,499 New
ADL
357
Asset Dedication LLC
California
$421K +$921 +12 +0.2%
ACG
358
Allen Capital Group
Nebraska
$420K -$117K -1,530 -22%
OCM
359
Orion Capital Management
California
$420K -$82.2K -1,072 -16%
NEPWA
360
New England Private Wealth Advisors
Massachusetts
$420K – – –
FP
361
Financial Perspectives
Minnesota
$418K +$35.2K +459 +9%
SIA
362
Sovereign Investment Advisors
Arizona
$417K -$2.12M -27,618 -84%
DP
363
Denver PWM
Colorado
$416K -$23.4K -305 -5%
AWS
364
AJ Wealth Strategies
New York
$412K – – –
WAP
365
Wealthcare Advisory Partners
Pennsylvania
$408K -$172K -2,241 -30%
RWB
366
RMR Wealth Builders
New Jersey
$403K -$129K -1,674 -24%
PCM
367
Pointe Capital Management
Michigan
$396K – – –
TFS
368
Thoroughbred Financial Services
Tennessee
$393K -$76.7K -999 -16%
BFG
369
Berger Financial Group
Minnesota
$391K -$101K -1,318 -21%
SIM
370
Stratos Investment Management
Ohio
$390K +$95.6K +1,245 +32%
EWA
371
EP Wealth Advisors
California
$389K +$389K +5,065 New
WFAG
372
Wescott Financial Advisory Group
Pennsylvania
$384K +$11.8K +154 +3%
MWA
373
Meridian Wealth Advisors
Texas
$378K +$307 +4 +0.1%
CSPIA
374
Cary Street Partners Investment Advisory
Virginia
$375K -$245K -3,188 -39%
VR
375
Viridian RIA
Washington
$368K +$368K +4,800 New
13 14
15
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