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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 %
PWAG
476
Polaris Wealth Advisory Group
California
– – -47,257 Closed
AWA
477
ARQ Wealth Advisors
Arizona
– – -32,551 Closed
FWM
478
Fortress Wealth Management
California
– – -22,361 Closed
CCWA
479
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– – -13,116 Closed
MOS
480
MGO One Seven
Ohio
– – -9,456 Closed
WI
481
WrapManager Inc
California
– – -9,045 Closed
IA
482
IFG Advisory
Georgia
– – -7,948 Closed
BAM
483
Belpointe Asset Management
Nevada
– – -5,930 Closed
AAS
484
Ameritas Advisory Services
Nebraska
– – -5,384 Closed
EW
485
Enzi Wealth
Texas
– – -4,650 Closed
CI
486
CX Institutional
Indiana
– – -4,614 Closed
TI
487
Trexquant Investment
Connecticut
– – -4,171 Closed
DB
488
Dravo Bay
Delaware
– – -4,004 Closed
OWM
489
OneAscent Wealth Management
Alabama
– – -3,769 Closed
SMC
490
Smith, Moore & Co
Missouri
– – -3,650 Closed
CAG
491
Curtis Advisory Group
California
– – -3,215 Closed
CCM
492
Crabel Capital Management
California
– – -3,183 Closed
PCA
493
Peddock Capital Advisors
Massachusetts
– – -3,088 Closed
Brown Advisory
494
Brown Advisory
Maryland
– – -3,055 Closed
NWM
495
Northcape Wealth Management
New York
– – -3,012 Closed
CPRC
496
Consolidated Portfolio Review Corp
New York
– – -2,986 Closed
VWA
497
V Wealth Advisors
Kansas
– – -2,968 Closed
ONST
498
Old North State Trust
North Carolina
– – -2,527 Closed
PCM
499
Pointe Capital Management
Michigan
– – -2,127 Closed
TWA
500
TCI Wealth Advisors
Arizona
– – -2,100 Closed
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