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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 %
SAG
51
SageView Advisory Group
California
$10.5M 165,508 +165,508 New
AHC
52
Anderson Hoagland & Co
Missouri
$10.2M 154,538 -33,315 -18%
LS
53
Liquid Strategies
Georgia
$10.2M 159,635 +18,812 +13%
Creative Planning
54
Creative Planning
Kansas
$9.94M 156,385 -5,949 -4%
GWM
55
Geneos Wealth Management
Colorado
$9.6M 151,001 -20,311 -12%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$9.21M 144,782 +133,567 +1,191%
1WM
57
1900 Wealth Management
Texas
$9M 141,608 -13,962 -9%
TWM
58
Tolleson Wealth Management
Texas
$8.77M 137,913 -91,214 -40%
SPIA
59
Steward Partners Investment Advisory
New York
$8.47M 133,163 +673 +0.5%
HNB
60
Huntington National Bank
Ohio
– – – –
HighTower Advisors
61
HighTower Advisors
Illinois
$8.3M 130,693 -19,544 -13%
AC
62
Apella Capital
Connecticut
$8.26M 129,834 +25,321 +24%
RIM
63
Rakuten Investment Management
Japan
$7.81M 121,805 +5,900 +5%
BA
64
Ballew Advisors
Mississippi
$7.81M 118,257 -3,948 -3%
VCS
65
Vaughan & Co Securities
New Jersey
$7.72M 121,396 -81 -0.1%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$7.62M 119,870 -25,360 -17%
AMG
67
Asset Management Group
Connecticut
$7.53M 118,347 -10,083 -8%
MFG
68
Magnus Financial Group
New York
$7.44M 117,044 -54,602 -32%
CAN
69
Cetera Advisor Networks
California
$7.34M 115,424 +15,175 +15%
US Bancorp
70
US Bancorp
Minnesota
$7.21M 113,460 +6,118 +6%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$7.21M 113,423 -56,155 -33%
HSA
72
HBK Sorce Advisory
Pennsylvania
$7.03M 110,532 +11,500 +12%
MCCP
73
Mission Creek Capital Partners
California
$7.03M 110,511 +421 +0.4%
PFM
74
Peak Financial Management
Massachusetts
$7.02M 110,345 -8,465 -7%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$6.94M 109,133 +62,690 +135%
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