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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

470 hedge funds and large institutions have $5.96B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 214 reducing their positions, and 46 closing their positions.

Holders
470
Holders Change
-10
Holders Change %
-2.08%
% of All Funds
7.52%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
49
Increased
109
Reduced
214
Closed
46
Calls
$988K
Puts
–
Net Calls
+$988K
Net Calls Change
+$5K

Top Buyers

1
BL
1
Balentine LLC
Georgia
$149M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$606M
3
Morgan Stanley
3
Morgan Stanley
New York
$235M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$295M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$172M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.17B
2
GC
2
GFG Capital
Florida
$2.37M
3
Jane Street
3
Jane Street
New York
$823K
4
GIS
4
Grayhawk Investment Strategies
Alberta, Canada
$21.4M
5
WPW
5
Waldron Private Wealth
Pennsylvania
$2.6M
Name Market Value Shares Shares
Change 		Shares
Change %
NF
151
Nikulski Financial
Iowa
$1.92M 28,328 -1,295 -4%
CFG
152
Citizens Financial Group
Rhode Island
$1.86M 27,491 -2,551 -8%
ACS
153
Archford Capital Strategies
Illinois
$1.84M 26,899 -66,515 -71%
EFL
154
ERn Financial LLC
Wisconsin
$1.8M 26,551 -12,827 -33%
CS
155
Comerica Securities
Michigan
$1.77M 26,199 -783 -3%
IWM
156
IHT Wealth Management
Illinois
$1.75M 25,844 -1,140 -4%
BPA
157
Beacon Pointe Advisors
California
$1.75M 25,797 +847 +3%
MPW
158
Monterey Private Wealth
California
$1.72M 25,401 -3 -0%
WFM
159
Wolff Financial Management
Michigan
$1.71M 25,331 -12,144 -32%
BEAM
160
Baker Ellis Asset Management
Washington
$1.68M 24,890 -1,180 -5%
TWM
161
Tolleson Wealth Management
Texas
$1.65M 24,340 -113,573 -82%
Kayne Anderson Rudnick Investment Management
162
Kayne Anderson Rudnick Investment Management
California
$1.64M 24,249 -1,049 -4%
CBFP
163
Cedar Brook Financial Partners
Ohio
$1.61M 23,743 -155 -0.6%
HWM
164
HB Wealth Management
Georgia
$1.59M 23,492 +153 +0.7%
IP
165
Investment Partners
Ohio
$1.55M 22,939 – –
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$1.54M 22,770 +7,392 +48%
CIAS
167
CFS Investment Advisory Services
New Jersey
$1.53M 22,613 -936 -4%
FAIM
168
Financial Advocates Investment Management
Washington
$1.52M 47,097 +47,097 New
SAM
169
Sawgrass Asset Management
Florida
$1.52M 22,418 – –
FWM
170
Fortress Wealth Management
California
$1.51M 22,361 -61 -0.3%
1832 Asset Management
171
1832 Asset Management
Ontario, Canada
$1.49M 22,060 – –
BA
172
Bellwether Advisors
Nebraska
$1.42M 20,937 -2,682 -11%
GVAG
173
Great Valley Advisor Group
Delaware
$1.4M 20,713 +349 +2%
FFS
174
Founders Financial Securities
Maryland
$1.37M 20,243 +8,091 +67%
KSWA
175
Kathleen S. Wright Associates
Pennsylvania
$1.36M 20,089 +186 +0.9%
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