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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

562 hedge funds and large institutions have $6.18B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 147 increasing their positions, 272 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-24
Holders Change %
-4.1%
% of All Funds
9.9%
Holding in Top 10
52
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-27.78%
% of All Funds
0.92%
New
41
Increased
147
Reduced
272
Closed
59
Calls
$7.63M
Puts
$593K
Net Calls
+$7.03M
Net Calls Change
-$1.17M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$454M
2
Citadel Advisors
2
Citadel Advisors
Florida
$71M
3
HI
3
Horizon Investments
North Carolina
$54.1M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$23.3M
5
Charles Schwab
5
Charles Schwab
California
$117M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$217M
2
Bank of America
2
Bank of America
North Carolina
$666M
3
MFG
3
Merit Financial Group
Georgia
$13.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$273M
5
Morgan Stanley
5
Morgan Stanley
New York
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
101
Equitable Holdings
New York
$9.1M -$852K -11,674 -9%
FANJ
102
Financial Architects (New Jersey)
New Jersey
$8.88M -$1.08M -14,837 -11%
ACP
103
Arcus Capital Partners
Georgia
$8.81M -$2.17M -29,765 -20%
SFBLI
104
Southern Farm Bureau Life Insurance
Mississippi
$8.74M – – –
LWAC
105
Laurel Wealth Advisors (California)
California
$8.16M +$3.05M +41,765 +60%
DADC
106
D.A. Davidson & Co
Montana
$8.13M +$2.93M +40,180 +56%
CCC
107
Crescent Capital Consulting
Louisiana
$7.75M -$223K -3,052 -3%
AWA
108
ARQ Wealth Advisors
Arizona
$7.72M +$736K +10,087 +11%
FI
109
Financial Insights
Washington
$7.68M -$131K -1,799 -2%
SPC
110
Sigma Planning Corp
Michigan
$7.64M -$4.93M -67,502 -39%
WDL
111
Well Done LLC
Michigan
$7.49M -$281K -3,853 -4%
HFG
112
Heron Financial Group
New York
$7.37M +$1.11M +15,127 +18%
SWP
113
ShoreHaven Wealth Partners
New Jersey
$7.25M +$68K +931 +0.9%
TC
114
Tacita Capital
Ontario, Canada
$7.09M -$1M -13,740 -12%
VCS
115
Vaughan & Co Securities
New Jersey
$7M +$601K +8,240 +9%
CFGS
116
Concourse Financial Group Securities
Alabama
$6.9M +$1.22M +16,668 +21%
SFA
117
Stewardship Financial Advisors
Georgia
$6.89M -$598K -8,194 -8%
GT
118
Glenmede Trust
Pennsylvania
$6.89M -$689K -9,444 -9%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$6.63M +$3.7M +50,647 +126%
BA
120
Bellwether Advisors
Nebraska
$6.63M -$265K -3,635 -4%
PWA
121
Physician Wealth Advisors
Utah
$6.62M -$118K -1,599 -2%
EIP
122
Ellis Investment Partners
Pennsylvania
$6.38M -$534K -7,313 -8%
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$6.29M -$1.01M -13,811 -14%
HNB
124
Huntington National Bank
Ohio
$6.17M -$5.55M – –
JPMPWA
125
J.P. Morgan Private Wealth Advisors
California
$6.15M -$2.82M -38,604 -31%
3 4
5
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