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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

484 hedge funds and large institutions have $6.31B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 120 increasing their positions, 221 reducing their positions, and 45 closing their positions.

Holders
484
Holders Change
+16
Holders Change %
+3.42%
% of All Funds
7.1%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.21%
New
68
Increased
120
Reduced
221
Closed
45
Calls
$340K
Puts
$7K
Net Calls
+$333K
Net Calls Change
+$157K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$956M
2
Morgan Stanley
2
Morgan Stanley
New York
$336M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$278M
4
WBG
4
Wharton Business Group
Pennsylvania
$139M
5
S
5
SimplyRich
California
$13M

Top Sellers

1
BL
1
Balentine LLC
Georgia
$2.2M
2
Bank of America
2
Bank of America
North Carolina
$2.17B
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$25.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18.8M
5
OPAM
5
Ocean Park Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
$21.2M 305,431 -14,126 -4%
BWA
27
Burt Wealth Advisors
Maryland
$18.8M 270,804 +9,598 +4%
Osaic Holdings
28
Osaic Holdings
Arizona
$18.8M 270,510 -253,397 -48%
Amundi
29
Amundi
France
$18.2M 262,600 +80,600 +44%
CIC
30
Cutler Investment Counsel
Oregon
$17.5M 252,249 +4,155 +2%
SP
31
Symmetry Partners
Connecticut
$16.7M 241,343 +3,493 +1%
LFA
32
Legacy Financial Advisors
Kentucky
$16M 230,380 -5,944 -3%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$15.4M 222,539 -47,008 -17%
HNB
34
Huntington National Bank
Ohio
– – – –
VI
35
Vestcor Inc
New Brunswick, Canada
$14.6M 211,010 +186,964 +778%
Comerica Bank
36
Comerica Bank
Texas
$13.9M 200,405 -4,995 -2%
Mariner
37
Mariner
Kansas
$13.9M 199,748 -66,873 -25%
ACM
38
Armbruster Capital Management
New York
$13.6M 196,055 -324 -0.2%
S
39
SimplyRich
California
$13M 188,022 +188,022 New
JWM
40
Janiczek Wealth Management
Colorado
$12.6M 181,192 -3,406 -2%
FCT
41
Family Capital Trust
Massachusetts
$12.1M 174,477 -3,500 -2%
MML Investors Services
42
MML Investors Services
Massachusetts
$11.9M 171,005 -54,093 -24%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$11.7M 168,813 +85,426 +102%
AHC
44
Anderson Hoagland & Co
Missouri
$11.5M 165,489 +169 +0.1%
AssetMark Inc
45
AssetMark Inc
California
$11.1M 160,767 -1,711 -1%
AL
46
Aspiriant LLC
California
$10.8M 156,133 -4,709 -3%
AC
47
Apella Capital
Connecticut
$10.7M 154,689 -9,211 -6%
RJA
48
Raymond James & Associates
Florida
$10.5M 151,989 -26,255 -15%
SAS
49
Sage Advisory Services
Texas
$10.2M 146,379 +411 +0.3%
PS
50
Principal Securities
Iowa
$10M 144,908 +144,908 New
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