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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

532 hedge funds and large institutions have $5.58B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 150 increasing their positions, 237 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
9.34%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.68%
New
47
Increased
150
Reduced
237
Closed
37
Calls
$7.77M
Puts
$603K
Net Calls
+$7.16M
Net Calls Change
-$66K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$585M
2
Franklin Resources
2
Franklin Resources
California
$25.7M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$58.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$21.2M
5
KAS
5
Kestra Advisory Services
Texas
$23.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$565M
2
BlackRock
2
BlackRock
New York
$423M
3
Ameriprise
3
Ameriprise
Minnesota
$189M
4
PWA
4
Peterson Wealth Advisors
Utah
$6.64M
5
Morgan Stanley
5
Morgan Stanley
New York
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$42M -$1.36M -18,034 -3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$41.3M -$11.3M -150,580 -22%
FA
28
Financial Advisors
Massachusetts
$39.4M +$1.28M +16,989 +3%
BWA
29
Burt Wealth Advisors
Maryland
$37.8M +$642K +8,526 +2%
COF
30
Capital One Financial
Virginia
$36.7M -$748K -9,923 -2%
RJA
31
Raymond James & Associates
Florida
$34M -$6.01M -79,831 -15%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$33.1M +$5.88M +78,047 +22%
WPW
33
Waldron Private Wealth
Pennsylvania
$30.1M -$36.3K -482 -0.1%
IWS
34
Insight Wealth Strategies
California
$27.1M +$9.04K +120 +0%
Franklin Resources
35
Franklin Resources
California
$25.7M +$23.3M +309,046 +972%
LFA
36
Legacy Financial Advisors
Kentucky
$25.4M +$836K +11,101 +3%
Mariner
37
Mariner
Kansas
$25.1M -$664K -8,816 -3%
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$24.7M +$31.6K +419 +0.1%
GWM
39
Geneos Wealth Management
Colorado
$24.4M +$966K +12,824 +4%
KAS
40
Kestra Advisory Services
Texas
$23.7M +$13.5M +179,285 +132%
AAS
41
Avantax Advisory Services
Texas
$22.8M +$847K +11,246 +4%
SPIA
42
Steward Partners Investment Advisory
New York
$22.2M +$2.38M +31,610 +12%
MML Investors Services
43
MML Investors Services
Massachusetts
$22.2M -$1.49M -19,837 -6%
Citadel Advisors
44
Citadel Advisors
Florida
$21.2M +$14.9M +197,987 +236%
BCM
45
Brookstone Capital Management
Illinois
$20.6M +$838K +11,114 +4%
PA
46
Prism Advisors
California
$18.9M +$586K +7,784 +3%
HighTower Advisors
47
HighTower Advisors
Illinois
$18M -$779K -10,337 -4%
PWP
48
Personal Wealth Partners
Minnesota
$17.6M -$915K -12,149 -5%
JWM
49
Janiczek Wealth Management
Colorado
$17.1M -$825K -10,949 -5%
UCFA
50
United Capital Financial Advisors
Texas
$16.9M -$1.65M -21,931 -9%
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