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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

468 hedge funds and large institutions have $6.05B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 212 reducing their positions, and 44 closing their positions.

Holders
468
Holders Change
-4
Holders Change %
-0.85%
% of All Funds
7.46%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
47
Increased
111
Reduced
212
Closed
44
Calls
$698K
Puts
$522K
Net Calls
+$176K
Net Calls Change
-$702K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$803M
2
Bank of America
2
Bank of America
North Carolina
$2.08B
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$228M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$31M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$29M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$7.51M
2
LS
2
Liquid Strategies
Georgia
$0
3
S
3
SimplyRich
California
$0
4
HNB
4
Huntington National Bank
Ohio
$12.2M
5
BlackRock
5
BlackRock
New York
$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
101
Physician Wealth Advisors
Utah
$3.6M -$219K -3,364 -6%
JPMPWA
102
J.P. Morgan Private Wealth Advisors
California
$3.48M +$4.63K +71 +0.1%
GWP
103
Gateway Wealth Partners
Wisconsin
$3.41M -$80.1K -1,228 -2%
WSTAM
104
Wilbanks Smith & Thomas Asset Management
Virginia
$3.34M -$2.25M -34,537 -40%
FWI
105
Facet Wealth Inc
Maryland
$3.32M +$2.53M +39,483 +322%
TTWM
106
TCV Trust & Wealth Management
Virginia
$3.31M +$6.26K +96 +0.2%
AF
107
Allworth Financial
California
$3.29M -$139K -2,135 -4%
SPA
108
Shore Point Advisors
New Jersey
$3.07M -$20.6K -316 -0.7%
IWC
109
Integrated Wealth Concepts
Massachusetts
$3.07M -$52.4K -804 -2%
HCA
110
Heck Capital Advisors
Wisconsin
$3.05M +$10.2K +156 +0.3%
KAS
111
Kestra Advisory Services
Texas
$3.02M +$252K +3,868 +9%
FA
112
FDx Advisors
Illinois
$3M +$2.45M +37,512 +439%
VWA
113
Visionary Wealth Advisors
Illinois
$2.99M +$336K +5,146 +13%
SFM
114
Signet Financial Management
New Jersey
$2.98M +$329K +5,044 +12%
SAG
115
SageView Advisory Group
California
$2.92M -$835K -12,809 -22%
AIM
116
Anchor Investment Management
South Carolina
$2.9M +$37.5K +575 +1%
IAS
117
IMA Advisory Services
Colorado
$2.89M -$67K -1,028 -2%
CWM
118
Congress Wealth Management
Massachusetts
$2.82M +$2.82M +43,290 New
SIC
119
Samalin Investment Counsel
New York
$2.7M -$835K -12,799 -24%
MA
120
Mutual Advisors
Nebraska
$2.69M +$52.5K +805 +2%
MWM
121
MorganRosel Wealth Management
Colorado
$2.57M -$5.54K -85 -0.2%
MFG
122
Monumental Financial Group
Maryland
$2.5M +$83.8K +1,285 +3%
Stifel Financial
123
Stifel Financial
Missouri
$2.39M -$52.8K -809 -2%
HSA
124
HBK Sorce Advisory
Pennsylvania
$2.39M -$388K -5,946 -14%
AFP
125
Ausdal Financial Partners
Iowa
$2.38M -$90.3K -1,384 -4%
3 4
5
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