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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.

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
1
Fidelity Investments
Massachusetts
$956M
2
Morgan Stanley
2
Morgan Stanley
New York
$336M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$278M
4
WBG
4
Wharton Business Group
Pennsylvania
$139M
5
S
5
SimplyRich
California
$13M

Top Sellers

1
BL
1
Balentine LLC
Georgia
$2.2M
2
Bank of America
2
Bank of America
North Carolina
$2.17B
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$25.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18.8M
5
OPAM
5
Ocean Park Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$9.79M 141,259 -1,499 -1%
HighTower Advisors
52
HighTower Advisors
Illinois
$9.53M 137,473 -14,843 -10%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$9.38M 135,223 -6,212 -4%
MCCP
54
Mission Creek Capital Partners
California
$9.2M 132,636 +4,581 +4%
VCS
55
Vaughan & Co Securities
New Jersey
$8.7M 125,459 +4,472 +4%
RIM
56
Rakuten Investment Management
Japan
$8.68M 125,705 +5,500 +5%
CL
57
Choreo LLC
Illinois
$8.41M 121,314 +37,369 +45%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$8.3M 119,765 -22,639 -16%
LNB
59
Ledyard National Bank
$8.22M 118,596 +3,936 +3%
WANY
60
Wealthspire Advisors (New York)
New York
$8.17M 117,887 -5,069 -4%
PMG
61
ProVise Management Group
Florida
$7.81M 112,585 -5,434 -5%
MFG
62
Magnus Financial Group
New York
$7.76M 111,872 +1,973 +2%
US Bancorp
63
US Bancorp
Minnesota
$7.52M 108,466 +2,171 +2%
AMG
64
Asset Management Group
Connecticut
$7.28M 105,040 -13,245 -11%
TNBTD
65
Trustmark National Bank Trust Department
Mississippi
$7.23M 104,223 -79,526 -43%
Creative Planning
66
Creative Planning
Kansas
$7.22M 104,115 -32,714 -24%
WSTAM
67
Wilbanks Smith & Thomas Asset Management
Virginia
$7.05M 101,680 +50,502 +99%
DADC
68
D.A. Davidson & Co
Montana
$7.02M 101,241 -3,131 -3%
WDL
69
Well Done LLC
Michigan
$7M 100,918 -724 -0.7%
Truist Financial
70
Truist Financial
North Carolina
$6.69M 96,538 -75,373 -44%
AAS
71
Avantax Advisory Services
Texas
$6.66M 96,003 -19,135 -17%
FWI
72
Facet Wealth Inc
Maryland
$6.64M 96,487 +44,736 +86%
CA
73
Cetera Advisors
Colorado
$6.45M 93,018 -1,999 -2%
MWM
74
McNaughton Wealth Management
California
$6.3M 90,844 +7,598 +9%
FF
75
Friedenthal Financial
New Jersey
$6.27M 90,442 +443 +0.5%
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