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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 %
WWM
476
Wagner Wealth Management
South Carolina
$636 10 – –
BCMIO
477
Beacon Capital Management Inc (Ohio)
Ohio
$572 9 +9 New
Citigroup
478
Citigroup
New York
$127 2 -473 -100%
WIM
479
Westside Investment Management
California
$44 705 – –
CMP
480
Coston McIsaac & Partners
Maine
$5 84 +84 New
GLLW
481
Graves Light Lenhart Wealth
Virginia
– – -80,592 Closed
SFSG
482
Sound Financial Strategies Group
Mississippi
– – -78,581 Closed
VWM
483
Venturi Wealth Management
Texas
– – -48,156 Closed
TWA
484
Tillar-Wenstrup Advisors
Ohio
– – -41,548 Closed
AIMCA
485
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -35,350 Closed
TA
486
Townsend & Associates
Colorado
– – -33,038 Closed
IAA
487
Ironsides Asset Advisors
North Carolina
– – -30,279 Closed
YIH
488
Y-Intercept (HK)
Hong Kong
– – -18,080 Closed
FCA
489
FLC Capital Advisors
California
– – -16,752 Closed
CAM
490
Cresset Asset Management
Illinois
– – -14,672 Closed
FAM
491
Forte Asset Management
New York
– – -13,980 Closed
DP
492
Divergent Planning
Maryland
– – -13,783 Closed
TLFA
493
True Link Financial Advisors
California
– – -13,425 Closed
CM
494
Columbus Macro
Pennsylvania
– – -13,410 Closed
WIA
495
World Investment Advisors
California
– – -13,192 Closed
RWA
496
Rainsberger Wealth Advisors
Colorado
– – -12,177 Closed
DWM
497
Defined Wealth Management
Oregon
– – -10,570 Closed
GPA
498
Guidance Point Advisors
Massachusetts
– – -10,485 Closed
PPP
499
Private Portfolio Partners
New Jersey
– – -9,459 Closed
BOPW
500
Brandywine Oak Private Wealth
Pennsylvania
– – -9,031 Closed
18 19
20
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