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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

484 hedge funds and large institutions have $6.31B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 120 increasing their positions, 221 reducing their positions, and 45 closing their positions.

Holders
484
Holders Change
+16
Holders Change %
+3.42%
% of All Funds
7.1%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.21%
New
68
Increased
120
Reduced
221
Closed
45
Calls
$340K
Puts
$7K
Net Calls
+$333K
Net Calls Change
+$157K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$956M
2
Morgan Stanley
2
Morgan Stanley
New York
$336M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$278M
4
WBG
4
Wharton Business Group
Pennsylvania
$139M
5
S
5
SimplyRich
California
$13M

Top Sellers

1
BL
1
Balentine LLC
Georgia
$2.2M
2
Bank of America
2
Bank of America
North Carolina
$2.17B
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$25.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18.8M
5
OPAM
5
Ocean Park Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
101
Anchor Investment Management
South Carolina
$3.18M 45,842 +1,408 +3%
SFM
102
Signet Financial Management
New Jersey
$3.18M 45,826 +207 +0.5%
CWM
103
Congress Wealth Management
Massachusetts
$3.13M 45,082 +1,792 +4%
IWC
104
Integrated Wealth Concepts
Massachusetts
$3.1M 44,701 -2,367 -5%
IAS
105
IMA Advisory Services
Colorado
$3.05M 43,936 -409 -0.9%
MA
106
Mutual Advisors
Nebraska
$2.92M 42,112 +833 +2%
SIC
107
Samalin Investment Counsel
New York
$2.86M 41,199 -230 -0.6%
VWA
108
Visionary Wealth Advisors
Illinois
$2.85M 41,048 -4,842 -11%
MWM
109
MorganRosel Wealth Management
Colorado
$2.83M 40,791 +1,457 +4%
KAS
110
Kestra Advisory Services
Texas
$2.8M 40,435 -5,894 -13%
SPA
111
Shore Point Advisors
New Jersey
$2.69M 38,776 -8,348 -18%
1WM
112
1900 Wealth Management
Texas
$2.61M 37,576 -28,318 -43%
Prudential Financial
113
Prudential Financial
New Jersey
$2.58M 37,179 +1,664 +5%
MG
114
Mather Group
Illinois
$2.38M 34,263 +3 +0%
WIC
115
Woodmont Investment Counsel
Tennessee
$2.32M 33,455 -87,935 -72%
ASN
116
Advisory Services Network
Georgia
$2.31M 33,386 -657 -2%
LFAS
117
Level Four Advisory Services
Texas
$2.3M 33,196 +283 +0.9%
HSA
118
HBK Sorce Advisory
Pennsylvania
$2.24M 32,327 -4,244 -12%
TFA
119
Transamerica Financial Advisors
Florida
$2.23M 32,203 +9,202 +40%
CAL
120
Capital Advisors Ltd
Ohio
$2.22M 31,988 -3,814 -11%
BL
121
Balentine LLC
Georgia
$2.2M 31,774 -2,298,432 -99%
RRA
122
Round Rock Advisors
Connecticut
$2.18M 31,449 +214 +0.7%
MCM
123
MAI Capital Management
Ohio
$2.16M 31,167 -3,662 -11%
PA
124
Prism Advisors
California
$2.15M 31,007 +507 +2%
Renaissance Technologies
125
Renaissance Technologies
New York
$2.11M 30,400 +30,400 New
3 4
5
6 7