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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 %
Charles Schwab
26
Charles Schwab
California
$24M 356,226 -12,272 -3%
IWS
27
Insight Wealth Strategies
California
$22.4M 331,402 +536 +0.2%
PI
28
PFS Investments
Georgia
$22M 325,353 +16,561 +5%
Mariner
29
Mariner
Kansas
$19.2M 285,069 +58,333 +26%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$17.8M 263,956 -10,645 -4%
SP
31
Symmetry Partners
Connecticut
$17.3M 256,331 +3,602 +1%
BWA
32
Burt Wealth Advisors
Maryland
$17.3M 256,229 +6,079 +2%
CIC
33
Cutler Investment Counsel
Oregon
$16.8M 248,771 -1,135 -0.5%
OPAM
34
Ocean Park Asset Management
California
$16.8M 248,733 +833 +0.3%
MML Investors Services
35
MML Investors Services
Massachusetts
$16.3M 242,104 +4,815 +2%
LFA
36
Legacy Financial Advisors
Kentucky
$16.1M 238,158 -6,071 -2%
Amundi
37
Amundi
France
$15.9M 236,700 +236,700 New
KIM
38
Karpus Investment Management
New York
$14.1M 208,902 +18,646 +10%
EL
39
EWA LLC
Pennsylvania
$14M 207,651 +11,293 +6%
LS
40
Liquid Strategies
Georgia
$13.3M 197,665 +11,312 +6%
GIS
41
Grayhawk Investment Strategies
Alberta, Canada
$13.1M 194,363 +20,000 +11%
TNBTD
42
Trustmark National Bank Trust Department
Mississippi
$12.9M 191,763 -52,751 -22%
ACM
43
Armbruster Capital Management
New York
$12.9M 191,760 +3,136 +2%
JWM
44
Janiczek Wealth Management
Colorado
$12.6M 186,303 -3,549 -2%
RJA
45
Raymond James & Associates
Florida
$12.5M 184,740 +3,417 +2%
AP
46
Agilis Partners
Massachusetts
$12.3M 182,626 – –
S
47
SimplyRich
California
$12.2M 180,800 +12,707 +8%
FCT
48
Family Capital Trust
Massachusetts
$12M 177,989 -495 -0.3%
Truist Financial
49
Truist Financial
North Carolina
$11.6M 171,709 -5,655 -3%
AL
50
Aspiriant LLC
California
$11.5M 170,683 -6,571 -4%
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