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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

466 hedge funds and large institutions have $5.33B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 226 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-54
Holders Change %
-10.38%
% of All Funds
8.06%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.4%
New
31
Increased
116
Reduced
226
Closed
76
Calls
$192K
Puts
–
Net Calls
+$192K
Net Calls Change
-$30K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.26B
2
BlackRock
BlackRock
New York
$335M
3
AL
Aspiriant LLC
California
$32.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$209M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$108M

Top Sellers

1
Jane Street
Jane Street
New York
$1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$309M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$124M
4
GWM
Geneos Wealth Management
Colorado
$9.77M
5
Ameriprise
Ameriprise
Minnesota
$91.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
426
HighMark Wealth Management
Minnesota
$10K +$2.02K +34 +25%
PO
427
Private Ocean
California
$9K -$4.53K -85 -33%
NFSG
428
Newbridge Financial Services Group
Florida
$9K – – –
SBL
429
Sargent Bickham Lagudis
Colorado
$9K – – –
EW
430
Evoke Wealth
California
$8K – – –
EWM
431
EPG Wealth Management
Georgia
$8K +$8K +144 New
S
432
SignatureFD
Georgia
$7K -$28.4K -515 -80%
FRA
433
Front Row Advisors
California
$7K – – –
RG
434
Retirement Group
California
$6K -$318K -5,296 -98%
CWA
435
Core Wealth Advisors
Florida
$6K -$25.3K -463 -81%
SSB
436
Sandy Spring Bank
Maryland
$6K – – –
AW
437
Avion Wealth
Texas
$6K – – –
BFEC
438
Benjamin F. Edwards & Company
Missouri
$6K – – –
Bank of Montreal
439
Bank of Montreal
Ontario, Canada
$4.14K -$596 -9,833 -13%
CFFP
440
Center for Financial Planning
Michigan
$3K -$478K -8,918 -99%
EBA
441
Eagle Bay Advisors
New York
$3K -$41.5K -830 -93%
TWA
442
TCI Wealth Advisors
Arizona
$3K -$536 -10 -15%
CB
443
Community Bank
New York
$3K – – –
KFI
444
Key Financial Inc
Pennsylvania
$3K – – –
LF
445
Lee Financial
Texas
$3K – – –
BTI
446
Blue Trust Inc
Georgia
$3K +$3K +40 New
PI
447
PFS Investments
Georgia
$2.88K -$567 -9,951 -16%
FA
448
Flagstar Advisors
New York
$2.21K +$2.21K +38 New
LS
449
Leelyn Smith
Illinois
$2K -$341 -7 -15%
MFAM
450
M Financial Asset Management
Oregon
$2K – – –
16 17
18
19 20