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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

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.

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

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$492M
2
Jane Street
2
Jane Street
New York
$66.9M
3
SEI Investments
3
SEI Investments
Pennsylvania
$57.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$250M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$137M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.5M
2
Charles Schwab
2
Charles Schwab
California
$24M
3
Bank of America
3
Bank of America
North Carolina
$2.47B
4
BlackRock
4
BlackRock
New York
$325M
5
Ameriprise
5
Ameriprise
Minnesota
$74.4M
Name Market Value Shares Shares
Change 		Shares
Change %
IWS
26
Insight Wealth Strategies
California
$21.9M 344,477 -23,415 -6%
AAS
27
Avantax Advisory Services
Texas
$21.4M 336,551 +14,621 +5%
TNBTD
28
Trustmark National Bank Trust Department
Mississippi
$21.2M 332,689 -17,690 -5%
CIC
29
Cutler Investment Counsel
Oregon
$17.2M 270,156 +2,432 +0.9%
Mariner
30
Mariner
Kansas
$16.6M 261,100 -27,544 -10%
MML Investors Services
31
MML Investors Services
Massachusetts
$15.8M 247,945 +8,190 +3%
LFA
32
Legacy Financial Advisors
Kentucky
$15.7M 247,026 +42,992 +21%
BWA
33
Burt Wealth Advisors
Maryland
$15.5M 244,303 -272,567 -53%
SP
34
Symmetry Partners
Connecticut
$15.4M 242,637 +22,394 +10%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$14.7M 231,594 -54,520 -19%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$14.5M 227,431 +103,647 +84%
WPW
37
Waldron Private Wealth
Pennsylvania
$13.9M 243,581 – –
KIM
38
Karpus Investment Management
New York
$13.7M 216,135 +216,135 New
JWM
39
Janiczek Wealth Management
Colorado
$13.2M 199,146 -11,206 -5%
AL
40
Aspiriant LLC
California
$13M 204,324 -373,191 -65%
RJA
41
Raymond James & Associates
Florida
$12.3M 193,535 -36,459 -16%
ACM
42
Armbruster Capital Management
New York
$11.8M 186,015 -2,885 -2%
AP
43
Agilis Partners
Massachusetts
$11.6M 182,626 +4,724 +3%
FCT
44
Family Capital Trust
Massachusetts
$11.3M 177,969 -447 -0.3%
APCM
45
Alaska Permanent Capital Management
Alaska
$11.2M 176,505 -12,856 -7%
Truist Financial
46
Truist Financial
North Carolina
$11.2M 176,031 -31,387 -15%
AssetMark Inc
47
AssetMark Inc
California
$11.1M 174,842 +2,511 +1%
FVWA
48
Foster Victor Wealth Advisors
South Carolina
$11.1M 170,436 +513 +0.3%
S
49
SimplyRich
California
$10.7M 168,740 -416 -0.2%
RCAG
50
Rehmann Capital Advisory Group
Michigan
$10.7M 168,568 +9,533 +6%
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