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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

470 hedge funds and large institutions have $5.96B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 214 reducing their positions, and 46 closing their positions.

Holders
470
Holders Change
-10
Holders Change %
-2.08%
% of All Funds
7.52%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
49
Increased
109
Reduced
214
Closed
46
Calls
$988K
Puts
–
Net Calls
+$988K
Net Calls Change
+$5K

Top Buyers

1
BL
1
Balentine LLC
Georgia
$149M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$606M
3
Morgan Stanley
3
Morgan Stanley
New York
$235M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$295M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$172M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.17B
2
GC
2
GFG Capital
Florida
$2.37M
3
Jane Street
3
Jane Street
New York
$823K
4
GIS
4
Grayhawk Investment Strategies
Alberta, Canada
$21.4M
5
WPW
5
Waldron Private Wealth
Pennsylvania
$2.6M
Name Market Value Shares Shares
Change 		Shares
Change %
IWS
26
Insight Wealth Strategies
California
$22.4M 330,866 -13,611 -4%
GIS
27
Grayhawk Investment Strategies
Alberta, Canada
$21.4M 174,363 -245,315 -58%
PI
28
PFS Investments
Georgia
$21.3M 308,792 +243,778 +375%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$18.6M 274,601 +43,007 +19%
SP
30
Symmetry Partners
Connecticut
$17.1M 252,729 +10,092 +4%
BWA
31
Burt Wealth Advisors
Maryland
$16.9M 250,150 +5,847 +2%
CIC
32
Cutler Investment Counsel
Oregon
$16.9M 249,906 -20,250 -7%
OPAM
33
Ocean Park Asset Management
California
$16.8M 247,900 +247,900 New
TNBTD
34
Trustmark National Bank Trust Department
Mississippi
$16.5M 244,514 -88,175 -27%
LFA
35
Legacy Financial Advisors
Kentucky
$16.5M 244,229 -2,797 -1%
MML Investors Services
36
MML Investors Services
Massachusetts
$16.1M 237,289 -10,656 -4%
Mariner
37
Mariner
Kansas
$15.3M 226,736 -34,364 -13%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$15.1M 223,015 -4,416 -2%
EL
39
EWA LLC
Pennsylvania
$13.9M 196,358 +196,358 New
JWM
40
Janiczek Wealth Management
Colorado
$13.1M 189,852 -9,294 -5%
KIM
41
Karpus Investment Management
New York
$12.9M 190,256 -25,879 -12%
ACM
42
Armbruster Capital Management
New York
$12.8M 188,624 +2,609 +1%
LS
43
Liquid Strategies
Georgia
$12.6M 186,353 +26,718 +17%
AP
44
Agilis Partners
Massachusetts
$12.4M 182,626 – –
RJA
45
Raymond James & Associates
Florida
$12.3M 181,323 -12,212 -6%
FCT
46
Family Capital Trust
Massachusetts
$12.1M 178,484 +515 +0.3%
Truist Financial
47
Truist Financial
North Carolina
$12M 177,364 +1,333 +0.8%
AL
48
Aspiriant LLC
California
$12M 177,254 -27,070 -13%
Toronto Dominion Bank
49
Toronto Dominion Bank
Ontario, Canada
$11.9M 176,661 +176,661 New
S
50
SimplyRich
California
$11.4M 168,093 -647 -0.4%
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