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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.

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

Top Sellers

1
BL
Balentine LLC
Georgia
$2.2M
2
Bank of America
Bank of America
North Carolina
$2.17B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$25.1M
4
Osaic Holdings
Osaic Holdings
Arizona
$18.8M
5
OPAM
Ocean Park Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
126
Brickley Wealth Management
California
$2.09M +$208 +3 +0%
FFA
127
Fragasso Financial Advisors
Pennsylvania
$2.04M -$9.64K -139 -0.5%
VWM
128
Venturi Wealth Management
Texas
$1.99M – – –
ACS
129
Archford Capital Strategies
Illinois
$1.96M +$173K +2,498 +10%
AFP
130
Ausdal Financial Partners
Iowa
$1.96M -$575K -8,295 -23%
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$1.95M -$68.4K -986 -3%
SAG
132
SageView Advisory Group
California
$1.95M -$1.14M -16,518 -37%
CFG
133
Citizens Financial Group
Rhode Island
$1.92M +$9.08K +131 +0.5%
HWM
134
HB Wealth Management
Georgia
$1.91M -$65.6K -946 -3%
FA
135
FDx Advisors
Illinois
$1.91M -$1.29M -18,566 -40%
MPW
136
Monterey Private Wealth
California
$1.82M +$21.2K +306 +1%
OMC
137
Old Mission Capital
Illinois
$1.8M -$8.83M -127,407 -83%
KA
138
Klingman & Associates
New York
$1.8M -$378K -5,456 -17%
EL
139
EWA LLC
Pennsylvania
$1.78M -$11.2M -163,225 -86%
IWM
140
IHT Wealth Management
Illinois
$1.78M -$113K -1,626 -6%
PWA
141
Peterson Wealth Advisors
Utah
$1.76M -$26.6K -383 -1%
UB
142
UMB Bank
Missouri
$1.74M +$112K +1,614 +7%
CFO
143
CVA Family Office
Colorado
$1.73M -$81.9K -1,181 -5%
MMA
144
Miracle Mile Advisors
California
$1.72M -$572K -8,255 -25%
FVWA
145
Foster Victor Wealth Advisors
South Carolina
$1.72M -$145K -2,081 -8%
NF
146
Nikulski Financial
Iowa
$1.67M -$70.5K -1,017 -4%
SPIA
147
Steward Partners Investment Advisory
New York
$1.67M -$5.01M -72,278 -75%
Kayne Anderson Rudnick Investment Management
148
Kayne Anderson Rudnick Investment Management
California
$1.67M +$96.3K +1,389 +6%
BWM
149
Brown Wealth Management
Illinois
$1.66M -$307K -4,433 -16%
CBFP
150
Cedar Brook Financial Partners
Ohio
$1.65M +$28.3K +406 +2%
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