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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 %
EFG
501
Everhart Financial Group
Ohio
– -$261K -4,009 Closed
EWM
502
Elevatus Welath Management
New York
– -$240K -3,681 Closed
SWA
503
Sax Wealth Advisors
New Jersey
– -$235K -3,610 Closed
OAM
504
Oak Asset Management
California
– -$226K -3,468 Closed
DWM
505
Dakota Wealth Management
Florida
– -$208K -3,184 Closed
BRWA
506
B. Riley Wealth Advisors
Florida
– -$202K -3,098 Closed
FHA
507
First Horizon Advisors
Tennessee
– -$163K -2,494 Closed
WTA
508
Washington Trust Advisors
Massachusetts
– -$68.2K -1,046 Closed
SSWM
509
Sheets Smith Wealth Management
North Carolina
– -$48.6K -745 Closed
RIA
510
Realta Investment Advisors
Delaware
– -$40.9K -606 Closed
CSWG
511
Cardinal Strategic Wealth Guidance
Kentucky
– -$34.6K -530 Closed
CT
512
Cambridge Trust
Massachusetts
– -$34.4K -528 Closed
TFG
513
Team Financial Group
California
– -$24.3K -373 Closed
GA
514
GoalVest Advisory
New York
– -$23.2K -356 Closed
GWS
515
Glassman Wealth Services
Virginia
– -$19.3K -296 Closed
AT
516
Avalon Trust
New Mexico
– -$18.3K -280 Closed
WWM
517
Wolff Wiese Magana
California
– -$17.5K -269 Closed
CWC
518
Carolinas Wealth Consulting
North Carolina
– -$12K -187 Closed
CFB
519
Cullen/Frost Bankers
Texas
– -$11.7K -179 Closed
FRA
520
Front Row Advisors
California
– -$8.41K -129 Closed
ICM
521
Intrepid Capital Management
Florida
– -$7.57K -116 Closed
CP
522
Castleview Partners
Texas
– -$6.26K -96 Closed
VWM
523
Valley Wealth Managers
New Jersey
– -$5.94K -91 Closed
PCA
524
Providence Capital Advisors
North Carolina
– -$4.63K -71 Closed
BWS
525
Buck Wealth Strategies
Colorado
– -$2.54K -39 Closed
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