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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

532 hedge funds and large institutions have $5.58B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 150 increasing their positions, 237 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
9.34%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.68%
New
47
Increased
150
Reduced
237
Closed
37
Calls
$7.77M
Puts
$603K
Net Calls
+$7.16M
Net Calls Change
-$66K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$585M
2
Franklin Resources
Franklin Resources
California
$25.7M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$58.9M
4
Citadel Advisors
Citadel Advisors
Florida
$21.2M
5
KAS
Kestra Advisory Services
Texas
$23.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$565M
2
BlackRock
BlackRock
New York
$423M
3
Ameriprise
Ameriprise
Minnesota
$189M
4
PWA
Peterson Wealth Advisors
Utah
$6.64M
5
Morgan Stanley
Morgan Stanley
New York
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
126
GHP Investment Advisors
Colorado
$4.64M +$222K +2,952 +5%
ASFA
127
All Season Financial Advisors
Colorado
$4.53M +$1.88M +24,891 +71%
ACS
128
Archford Capital Strategies
Illinois
$4.44M +$2.17M +28,739 +95%
MAFM
129
Mid Atlantic Financial Management
Pennsylvania
$4.43M -$107K -1,417 -2%
LNB
130
Ledyard National Bank
$4.24M +$790K +10,485 +23%
CAL
131
Capital Analysts LLC
Pennsylvania
$4.2M -$451K -5,991 -10%
CFO
132
CVA Family Office
Colorado
$4.16M +$113K +1,664 +3%
CC
133
Corsicana & Co
Texas
$4.14M -$63.3K -840 -2%
CAL
134
Capital Advisors Ltd
Ohio
$4.13M -$531K -7,054 -11%
IA
135
IFP Advisors
Florida
$4.01M -$44.2K -585 -1%
SFM
136
Signet Financial Management
New Jersey
$3.91M +$228K +3,027 +6%
PD
137
Planning Directions
Pennsylvania
$3.79M +$8.51K +113 +0.2%
RF
138
RHS Financial
California
$3.73M -$158K -2,093 -4%
TFS
139
TrustCore Financial Services
Tennessee
$3.69M -$115K -1,528 -3%
TTWM
140
TCV Trust & Wealth Management
Virginia
$3.65M -$46.7K -620 -1%
LFAS
141
Level Four Advisory Services
Texas
$3.64M -$774K -10,273 -18%
CIBC World Market
142
CIBC World Market
Ontario, Canada
$3.63M -$458K -6,083 -11%
HA
143
HYA Advisors
Missouri
$3.62M -$642K -8,602 -15%
PWAG
144
Polaris Wealth Advisory Group
California
$3.57M +$85.9K +1,144 +2%
HR
145
Hardy Reed
Mississippi
$3.55M – – –
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$3.54M -$35.8K -475 -1%
Goldman Sachs
147
Goldman Sachs
New York
$3.38M -$9.44M -125,294 -74%
FMN
148
Financial Management Network
California
$3.3M -$203K -2,710 -6%
MWM
149
MorganRosel Wealth Management
Colorado
$3.27M +$88.8K +1,179 +3%
CS
150
Comerica Securities
Michigan
$3.18M -$237K -3,143 -7%
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