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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.

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

Top Sellers

1
BL
Balentine LLC
Georgia
$2.2M
2
Bank of America
Bank of America
North Carolina
$2.17B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$25.1M
4
Osaic Holdings
Osaic Holdings
Arizona
$18.8M
5
OPAM
Ocean Park Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
476
AlphaMark Advisors
Kentucky
$1K – – –
ACA
477
American Capital Advisory
Idaho
$902 +$902 +13 New
JHCP
478
Jackson Hole Capital Partners
Oklahoma
$832 – – –
PGAM
479
Princeton Global Asset Management
New Jersey
$763 – – –
AEPWM
480
Atlantic Edge Private Wealth Management
Florida
$694 +$694 +10 New
AWM
481
Able Wealth Management
New Jersey
$351 +$351 +5 New
TRCT
482
Tower Research Capital (TRC)
New York
$347 -$10.2K -147 -97%
FG
483
Fairman Group
Pennsylvania
$277 +$277 +4 New
FPF
484
First Pacific Financial
Washington
$209 +$209 +3 New
TAM
485
Tucker Asset Management
Colorado
$69 +$69 +1 New
OPAM
486
Ocean Park Asset Management
California
– -$15.4M -235,835 Closed
AP
487
Agilis Partners
Massachusetts
– -$11.7M -179,543 Closed
KIM
488
Karpus Investment Management
New York
– -$11.2M -171,797 Closed
Susquehanna International Group
489
Susquehanna International Group
Pennsylvania
– -$3.99M -61,140 Closed
MFG
490
Monumental Financial Group
Maryland
– -$2.5M -38,271 Closed
FFS
491
Founders Financial Securities
Maryland
– -$1.49M -22,844 Closed
FTUS
492
Flow Traders U.S.
New York
– -$941K -14,425 Closed
AI
493
Atria Investments
North Carolina
– -$1M -14,403 Closed
AWMS
494
Advocacy Wealth Management Services
Georgia
– -$720K -11,040 Closed
T
495
TCWP
Ohio
– -$544K -8,340 Closed
SPC
496
Sigma Planning Corp
Michigan
– -$403K -6,179 Closed
Fisher Asset Management
497
Fisher Asset Management
Washington
– -$314K -4,808 Closed
CSPIA
498
Cary Street Partners Investment Advisory
Virginia
– -$291K -4,460 Closed
M&T Bank
499
M&T Bank
New York
– -$277K -4,249 Closed
PFA
500
Pure Financial Advisors
California
– -$276K -4,239 Closed
18 19
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