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iShares MSCI EAFE Min Vol Factor ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CSWG
376
Cardinal Strategic Wealth Guidance
Kentucky
$81.2K -$47.1K -740 -37%
BC
377
Barrett & Company
Rhode Island
$73.1K
CP
378
Castleview Partners
Texas
$71.1K +$71.1K +1,118 New
WTA
379
Washington Trust Advisors
Massachusetts
$66.5K
TFGT
380
TS Financial Group (TSFG)
Illinois
$64K -$12.7K -199 -17%
LWP
381
Laurel Wealth Planning
Minnesota
$63.5K -$8.58K -135 -12%
NIC
382
Northwest Investment Counselors
Oregon
$58.6K +$58.6K +921 New
MPWT
383
MassMutual Private Wealth & Trust
Connecticut
$56K
CA
384
CoreCap Advisors
Michigan
$51.9K +$51.9K +816 New
DWMG
385
DB Wealth Management Group
California
$51K -$165K -2,601 -76%
CFG
386
CKW Financial Group
Hawaii
$51K
FFA
387
Founders Financial Alliance
North Carolina
$50.6K
National Bank of Canada
388
National Bank of Canada
Quebec, Canada
$50.2K -$4.13K -65 -8%
PWM
389
Provident Wealth Management
Tennessee
$50.1K -$7.57K -119 -13%
GI
390
Gradient Investments
Minnesota
$42.1K +$9.92K +156 +31%
WB
391
Webster Bank
Connecticut
$41K
RIA
392
Realta Investment Advisors
Delaware
$38.3K -$8.78K -138 -19%
HF
393
Halpern Financial
Virginia
$38.2K -$5.15K -81 -12%
CIA
394
Choate Investment Advisors
Massachusetts
$37.1K +$37.1K +583 New
CTA
395
Colonial Trust Advisors
South Carolina
$36.6K -$75.1K -1,181 -67%
LWP
396
Lumature Wealth Partners
Georgia
$36.6K
CWM
397
Cedar Wealth Management
California
$35.7K
MIA
398
Milestone Investment Advisors
Wisconsin
$35.2K +$35.2K +554 New
CT
399
Cambridge Trust
Massachusetts
$35K -$89.6K -1,383 -72%
WWM
400
Wolff Wiese Magana
California
$34.3K