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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 $5.96B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 214 reducing their positions, and 46 closing their positions.

Holders
470
Holders Change
-10
Holders Change %
-2.08%
% of All Funds
7.52%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
49
Increased
109
Reduced
214
Closed
46
Calls
$988K
Puts
–
Net Calls
+$988K
Net Calls Change
+$5K

Top Buyers

1
BL
1
Balentine LLC
Georgia
$149M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$606M
3
Morgan Stanley
3
Morgan Stanley
New York
$235M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$295M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$172M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.17B
2
GC
2
GFG Capital
Florida
$2.37M
3
Jane Street
3
Jane Street
New York
$823K
4
GIS
4
Grayhawk Investment Strategies
Alberta, Canada
$21.4M
5
WPW
5
Waldron Private Wealth
Pennsylvania
$2.6M
Name Market Value Shares Shares
Change 		Shares
Change %
NA
101
NewEdge Advisors
Louisiana
$3.82M 54,567 -5,482 -9%
GWP
102
Gateway Wealth Partners
Wisconsin
$3.82M 56,407 -1,844 -3%
UB
103
UMB Bank
Missouri
$3.72M 54,947 -3,476 -6%
SIC
104
Samalin Investment Counsel
New York
$3.48M 51,494 +561 +1%
TTWM
105
TCV Trust & Wealth Management
Virginia
$3.42M 50,606 +803 +2%
IWC
106
Integrated Wealth Concepts
Massachusetts
$3.4M 50,312 +6,155 +14%
FPCG
107
Forum Private Client Group
Indiana
$3.37M 49,785 -8,975 -15%
BWA
108
BDO Wealth Advisors
Florida
$3.37M 49,746 -785 -2%
HSA
109
HBK Sorce Advisory
Pennsylvania
$3.32M 49,065 -61,467 -56%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$3.25M 48,082 -96,700 -67%
IAS
111
IMA Advisory Services
Colorado
$3.23M 47,783 +2,438 +5%
CAL
112
Capital Analysts LLC
Pennsylvania
$3.2M 47,284 +4,419 +10%
PWAG
113
Polaris Wealth Advisory Group
California
$3.2M 47,257 +763 +2%
SPA
114
Shore Point Advisors
New Jersey
$3.19M 47,155 -1,004 -2%
HCA
115
Heck Capital Advisors
Wisconsin
$3.18M 47,033 +907 +2%
VI
116
Vestcor Inc
New Brunswick, Canada
$3.17M 46,877 +40,567 +643%
GT
117
Glenmede Trust
Pennsylvania
$3.12M 46,052 -371 -0.8%
Citadel Advisors
118
Citadel Advisors
Florida
$2.96M 43,702 -9,381 -18%
AIM
119
Anchor Investment Management
South Carolina
$2.87M 42,447 +725 +2%
TFA
120
Transamerica Financial Advisors
Florida
$2.8M 41,390 +22,836 +123%
SWM
121
Southern Wealth Management
Texas
$2.77M 40,925 +102 +0.2%
ACP
122
Arcus Capital Partners
Georgia
$2.69M 39,704 +1,157 +3%
MWM
123
MorganRosel Wealth Management
Colorado
$2.68M 39,572 -632 -2%
VCP
124
Verus Capital Partners
Arizona
$2.67M 39,411 -12,618 -24%
VWA
125
Visionary Wealth Advisors
Illinois
$2.65M 39,210 +558 +1%
3 4
5
6 7