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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

472 hedge funds and large institutions have $5.97B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 167 increasing their positions, 183 reducing their positions, and 43 closing their positions.

Holders
472
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.44%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
47
Increased
167
Reduced
183
Closed
43
Calls
$878K
Puts
–
Net Calls
+$878K
Net Calls Change
-$110K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$665M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$202M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$322M
4
Amundi
4
Amundi
France
$15.9M
5
AC
5
Apella Capital
Connecticut
$10.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.09B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$3.59M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$645K
4
SAM
4
Securian Asset Management
Minnesota
$79.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$26.8M
Name Market Value Shares Shares
Change 		Shares
Change %
WWM
426
Wolff Wiese Magana
California
$18.2K 269 -270 -50%
OAJ
427
Ogorek Anthony Joseph
New York
$18K 268 – –
CSWM
428
Cassady Schiller Wealth Management
Ohio
$16.5K 244 – –
BWP
429
Baldwin Wealth Partners
Massachusetts
$15.5K 230 – –
PA
430
Parallel Advisors
California
$15.2K 225 -246 -52%
CIR
431
Clear Investment Research
Georgia
$14.6K 217 – –
PP
432
PrairieView Partners
Minnesota
$13K 205 -11 -5%
FFA
433
Farther Finance Advisors
California
$13K 192 +30 +19%
SIS
434
Sound Income Strategies
Florida
$12.6K 187 -710 -79%
JWA
435
JFS Wealth Advisors
Pennsylvania
$12.2K 180 – –
HCP
436
Hexagon Capital Partners
Arkansas
$11.9K 176 -148 -46%
NFSG
437
Newbridge Financial Services Group
Florida
$11.5K 170 +3 +2%
WP
438
WealthPLAN Partners
Nebraska
$10.9K 162 +162 New
EWM
439
EPG Wealth Management
Georgia
$9.72K 144 – –
S
440
SignatureFD
Georgia
$9.25K 137 – –
CMBA
441
C.M. Bidwell & Associates
Hawaii
$9.05K 134 – –
FRA
442
Front Row Advisors
California
$9K 129 – –
IA
443
IFP Advisors
Florida
$8.78K 130 -13 -9%
EWA
444
EverSource Wealth Advisors
Alabama
$8.24K 122 +122 New
ICM
445
Intrepid Capital Management
Florida
$7.83K 116 +116 New
CWA
446
Core Wealth Advisors
Florida
$7.45K 110 – –
AW
447
Avion Wealth
Texas
$7K 104 – –
BSB
448
Bangor Savings Bank
Maine
$6.68K 99 – –
CAS
449
Coppell Advisory Solutions
Texas
$5.89K 88 +88 New
HCM
450
Hollencrest Capital Management
California
$5.72K 85 +2 +2%
16 17
18
19 20