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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

470 hedge funds and large institutions have $4.38B invested in iShares MSCI EAFE Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 181 reducing their positions, and 50 closing their positions.

Holders
470
Holders Change
-3
Holders Change %
-0.63%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
58
Increased
130
Reduced
181
Closed
50
Calls
$509K
Puts
$7K
Net Calls
+$502K
Net Calls Change
+$502K

Top Buyers

1
WBG
1
Wharton Business Group
Pennsylvania
$118M
2
Raymond James Financial
2
Raymond James Financial
Florida
$29.2M
3
Bank of America
3
Bank of America
North Carolina
$1.62B
4
WIA
4
World Investment Advisors
California
$4.14M
5
KWM
5
Kingsview Wealth Management
Oregon
$3.42M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$738M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$121M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$49.2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$20M
Name Market Value Shares Shares
Change 		Shares
Change %
WDL
51
Well Done LLC
Michigan
$7.31M 95,333 – –
MWM
52
McNaughton Wealth Management
California
$7.24M 102,354 +1,006 +1%
MCCP
53
Mission Creek Capital Partners
California
$7.21M 102,027 -2,406 -2%
Creative Planning
54
Creative Planning
Kansas
$7.04M 99,518 +332 +0.3%
Truist Financial
55
Truist Financial
North Carolina
$6.97M 98,576 +10,919 +12%
HighTower Advisors
56
HighTower Advisors
Illinois
$6.89M 97,477 -4,240 -4%
FF
57
Friedenthal Financial
New Jersey
$6.82M 96,506 -355 -0.4%
DADC
58
D.A. Davidson & Co
Montana
$6.7M 94,745 -5,364 -5%
AMG
59
Asset Management Group
Connecticut
$5.85M 82,682 -19,343 -19%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$5.54M 78,307 +26,818 +52%
TNBTD
61
Trustmark National Bank Trust Department
Mississippi
$5.53M 78,159 -3,150 -4%
Jones Financial Companies
62
Jones Financial Companies
Missouri
$5.48M 77,432 +41,740 +117%
YCG
63
Yeomans Consulting Group
Georgia
$5.42M 76,586 -35,931 -32%
Stifel Financial
64
Stifel Financial
Missouri
$4.99M 70,614 +3,753 +6%
GT
65
Glenmede Trust
Pennsylvania
$4.9M 69,366 +2,665 +4%
EC
66
Estate Counselors
Wisconsin
$4.85M 68,609 +675 +1%
AWS
67
Atria Wealth Solutions
New York
$4.83M 68,369 -126 -0.2%
EH
68
Equitable Holdings
New York
$4.63M 65,533 -1,154 -2%
RWP
69
RWA Wealth Partners
Massachusetts
$4.52M 63,929 -2,128 -3%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$4.35M 61,574 -4,901 -7%
NA
71
NewEdge Advisors
Louisiana
$4.28M 60,477 -4,596 -7%
WIA
72
World Investment Advisors
California
$4.14M 58,531 +54,658 +1,411%
CWM
73
Congress Wealth Management
Massachusetts
$4.04M 57,122 -1,449 -2%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$3.86M 54,570 -12,690 -19%
TTWM
75
TCV Trust & Wealth Management
Virginia
$3.79M 53,622 -486 -0.9%
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