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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

466 hedge funds and large institutions have $5.74B invested in iShares MSCI EAFE Min Vol Factor ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 106 increasing their positions, 218 reducing their positions, and 51 closing their positions.

Holders
466
Holders Change
-18
Holders Change %
-3.72%
% of All Funds
6.76%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
40
Increased
106
Reduced
218
Closed
51
Calls
$900K
Puts
–
Net Calls
+$900K
Net Calls Change
+$567K

Top Buyers

1
Jane Street
1
Jane Street
New York
$196M
2
DS
2
DRW Securities
Illinois
$18.9M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$21.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$9.36M
5
AWA
5
Alaska Wealth Advisors
Alaska
$7.39M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$166M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$95M
3
Morgan Stanley
3
Morgan Stanley
New York
$164M
4
Bank of America
4
Bank of America
North Carolina
$2.11B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$942M
Name Market Value Shares Shares
Change 		Shares
Change %
CAL
101
Capital Analysts LLC
Pennsylvania
$3.18M 44,910 -7,324 -14%
CWM
102
Congress Wealth Management
Massachusetts
$3.09M 43,596 -1,486 -3%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$3.06M 43,156 +14,969 +53%
MA
104
Mutual Advisors
Nebraska
$2.97M 41,956 -156 -0.4%
SIC
105
Samalin Investment Counsel
New York
$2.91M 41,074 -125 -0.3%
VWA
106
Visionary Wealth Advisors
Illinois
$2.91M 41,042 -6 -0%
BFG
107
Berger Financial Group
Minnesota
$2.86M 40,352 +35,405 +716%
KAS
108
Kestra Advisory Services
Texas
$2.75M 38,805 -1,630 -4%
MWM
109
MorganRosel Wealth Management
Colorado
$2.72M 38,445 -2,346 -6%
SPA
110
Shore Point Advisors
New Jersey
$2.72M 38,373 -403 -1%
Prudential Financial
111
Prudential Financial
New Jersey
$2.67M 37,605 +426 +1%
KNFPWM
112
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.65M 37,401 -13,811 -27%
TC
113
Tacita Capital
Ontario, Canada
$2.54M 35,865 -10,815 -23%
ASN
114
Advisory Services Network
Georgia
$2.39M 33,663 +277 +0.8%
MG
115
Mather Group
Illinois
$2.37M 34,249 -14 -0%
MCM
116
MAI Capital Management
Ohio
$2.31M 32,641 +1,474 +5%
HSA
117
HBK Sorce Advisory
Pennsylvania
$2.31M 32,613 +286 +0.9%
LFAS
118
Level Four Advisory Services
Texas
$2.3M 33,196 – –
WIC
119
Woodmont Investment Counsel
Tennessee
$2.3M 32,457 -998 -3%
AC
120
Avestar Capital
New York
$2.2M 31,075 +31,075 New
PA
121
Prism Advisors
California
$2.2M 31,007 – –
BWM
122
Brickley Wealth Management
California
$2.18M 30,799 +669 +2%
FFA
123
Fragasso Financial Advisors
Pennsylvania
$2.12M 29,970 +595 +2%
RRA
124
Round Rock Advisors
Connecticut
$2.11M 29,774 -1,675 -5%
ACS
125
Archford Capital Strategies
Illinois
$1.98M 27,896 -424 -1%
3 4
5
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