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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

472 hedge funds and large institutions have $5.97B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 167 increasing their positions, 183 reducing their positions, and 43 closing their positions.

Holders
472
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.44%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
47
Increased
167
Reduced
183
Closed
43
Calls
$878K
Puts
–
Net Calls
+$878K
Net Calls Change
-$110K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$665M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$202M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$322M
4
Amundi
4
Amundi
France
$15.9M
5
AC
5
Apella Capital
Connecticut
$10.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.09B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$3.59M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$645K
4
SAM
4
Securian Asset Management
Minnesota
$79.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$26.8M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
101
Allworth Financial
California
$3.55M 52,615 +41,868 +390%
TTWM
102
TCV Trust & Wealth Management
Virginia
$3.41M 50,585 -21 -0%
UB
103
UMB Bank
Missouri
$3.41M 50,552 -4,395 -8%
BWA
104
BDO Wealth Advisors
Florida
$3.38M 50,024 +278 +0.6%
BWM
105
Brown Wealth Management
Illinois
$3.28M 48,664 +48,664 New
TC
106
TownSquare Capital
Utah
$3.24M 47,991 +47,991 New
IWC
107
Integrated Wealth Concepts
Massachusetts
$3.23M 47,872 -2,440 -5%
SPA
108
Shore Point Advisors
New Jersey
$3.2M 47,440 +285 +0.6%
HCA
109
Heck Capital Advisors
Wisconsin
$3.15M 46,665 -368 -0.8%
GT
110
Glenmede Trust
Pennsylvania
$3.12M 46,052 – –
IAS
111
IMA Advisory Services
Colorado
$3.06M 45,373 -2,410 -5%
AIM
112
Anchor Investment Management
South Carolina
$2.96M 43,859 +1,412 +3%
HSA
113
HBK Sorce Advisory
Pennsylvania
$2.87M 42,517 -6,548 -13%
KAS
114
Kestra Advisory Services
Texas
$2.87M 42,461 -17,337 -29%
MMA
115
Miracle Mile Advisors
California
$2.76M 40,902 -31,202 -43%
VWA
116
Visionary Wealth Advisors
Illinois
$2.75M 40,744 +1,534 +4%
FPCG
117
Forum Private Client Group
Indiana
$2.75M 40,726 -9,059 -18%
SFM
118
Signet Financial Management
New Jersey
$2.74M 40,575 +8,618 +27%
MA
119
Mutual Advisors
Nebraska
$2.73M 40,474 +6,555 +19%
MWM
120
MorganRosel Wealth Management
Colorado
$2.66M 39,419 -153 -0.4%
TFA
121
Transamerica Financial Advisors
Florida
$2.66M 39,324 -2,066 -5%
LFAS
122
Level Four Advisory Services
Texas
$2.57M 38,124 +57 +0.1%
AFP
123
Ausdal Financial Partners
Iowa
$2.56M 37,899 +967 +3%
Stifel Financial
124
Stifel Financial
Missouri
$2.53M 37,515 +1,823 +5%
MFG
125
Monumental Financial Group
Maryland
$2.5M 36,986 +2,071 +6%
3 4
5
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