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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

480 hedge funds and large institutions have $5.88B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 120 increasing their positions, 215 reducing their positions, and 58 closing their positions.

Holders
480
Holders Change
+14
Holders Change %
+3%
% of All Funds
7.74%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
81
Increased
120
Reduced
215
Closed
58
Calls
$983K
Puts
–
Net Calls
+$983K
Net Calls Change
+$791K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$492M
2
Jane Street
2
Jane Street
New York
$66.9M
3
SEI Investments
3
SEI Investments
Pennsylvania
$57.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$250M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$137M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.5M
2
Charles Schwab
2
Charles Schwab
California
$24M
3
Bank of America
3
Bank of America
North Carolina
$2.47B
4
BlackRock
4
BlackRock
New York
$325M
5
Ameriprise
5
Ameriprise
Minnesota
$74.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
126
Southern Wealth Management
Texas
$2.6M 40,823 -2,286 -5%
T
127
TCWP
Ohio
$2.6M 40,818 +724 +2%
MWM
128
MorganRosel Wealth Management
Colorado
$2.56M 40,204 +1,215 +3%
PWA
129
Peterson Wealth Advisors
Utah
$2.54M 39,986 -14,165 -26%
TFS
130
TrustCore Financial Services
Tennessee
$2.51M 39,497 -2,568 -6%
EFL
131
ERn Financial LLC
Wisconsin
$2.5M 39,378 -8,313 -17%
AWA
132
ARQ Wealth Advisors
Arizona
$2.46M 38,680 +1,007 +3%
VWA
133
Visionary Wealth Advisors
Illinois
$2.46M 38,652 -364 -0.9%
ACP
134
Arcus Capital Partners
Georgia
$2.45M 38,547 -7,185 -16%
MWM
135
Mascoma Wealth Management
New Hampshire
$2.43M 38,274 +11,097 +41%
CAL
136
Capital Advisors Ltd
Ohio
$2.43M 38,255 -2,601 -6%
LFAS
137
Level Four Advisory Services
Texas
$2.43M 38,143 +195 +0.5%
Stifel Financial
138
Stifel Financial
Missouri
$2.4M 37,695 -29,795 -44%
AFP
139
Ausdal Financial Partners
Iowa
$2.39M 37,554 -1,535 -4%
WFM
140
Wolff Financial Management
Michigan
$2.38M 37,475 -100,813 -73%
GC
141
GFG Capital
Florida
$2.37M 37,350 -113,590 -75%
SFM
142
Signet Financial Management
New Jersey
$2.3M 36,222 -19,315 -35%
KA
143
Klingman & Associates
New York
$2.19M 34,505 +547 +2%
MG
144
Mather Group
Illinois
$2.16M 33,957 -69,829 -67%
PA
145
Prism Advisors
California
$2.09M 32,814 +24,421 +291%
MCM
146
MAI Capital Management
Ohio
$2.07M 32,533 +17,996 +124%
RRA
147
Round Rock Advisors
Connecticut
$2.02M 31,726 -2,338 -7%
Goldman Sachs
148
Goldman Sachs
New York
$1.98M 31,215 +394 +1%
Prudential Financial
149
Prudential Financial
New Jersey
$1.94M 30,574 +1,418 +5%
CFG
150
Citizens Financial Group
Rhode Island
$1.91M 30,042 +1,186 +4%
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