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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

472 hedge funds and large institutions have $5.97B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 167 increasing their positions, 183 reducing their positions, and 43 closing their positions.

Holders
472
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.44%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
47
Increased
167
Reduced
183
Closed
43
Calls
$878K
Puts
–
Net Calls
+$878K
Net Calls Change
-$110K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$665M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$202M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$322M
4
Amundi
4
Amundi
France
$15.9M
5
BlackRock
5
BlackRock
New York
$344M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.09B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$3.59M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$645K
4
HNB
4
Huntington National Bank
Ohio
$11.5M
5
SAM
5
Securian Asset Management
Minnesota
$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
151
Monterey Private Wealth
California
$1.75M +$33K +489 +2%
FFA
152
Fortune Financial Advisors
Kansas
$1.69M +$1.69M +25,090 New
CS
153
Comerica Securities
Michigan
$1.67M -$97.3K -1,442 -6%
MWM
154
Mascoma Wealth Management
New Hampshire
$1.66M -$827K -12,232 -33%
VCP
155
Verus Capital Partners
Arizona
$1.66M -$1M -14,857 -38%
CBFP
156
Cedar Brook Financial Partners
Ohio
$1.65M +$42.8K +634 +3%
EFL
157
ERn Financial LLC
Wisconsin
$1.63M -$160K -2,373 -9%
IP
158
Investment Partners
Ohio
$1.56M +$10.2K +151 +0.7%
Kayne Anderson Rudnick Investment Management
159
Kayne Anderson Rudnick Investment Management
California
$1.53M -$108K -1,595 -7%
CIAS
160
CFS Investment Advisory Services
New Jersey
$1.52M -$3.1K -46 -0.2%
SAM
161
Sawgrass Asset Management
Florida
$1.51M – – –
TWM
162
Tolleson Wealth Management
Texas
$1.51M -$131K -1,935 -8%
BEAM
163
Baker Ellis Asset Management
Washington
$1.51M -$171K -2,540 -10%
GVAG
164
Great Valley Advisor Group
Delaware
$1.48M +$83.7K +1,240 +6%
FAIM
165
Financial Advocates Investment Management
Washington
$1.44M -$71.1K -2,223 -5%
KSWA
166
Kathleen S. Wright Associates
Pennsylvania
$1.43M +$74.4K +1,102 +5%
FFS
167
Founders Financial Securities
Maryland
$1.41M +$40.5K +600 +3%
WFM
168
Wolff Financial Management
Michigan
$1.38M -$330K -4,885 -19%
VI
169
Vestcor Inc
New Brunswick, Canada
$1.37M -$1.8M -26,631 -57%
1832 Asset Management
170
1832 Asset Management
Ontario, Canada
$1.34M -$144K -2,140 -10%
BCG
171
Breakwater Capital Group
New Jersey
$1.34M +$41.7K +618 +3%
BA
172
Bellwether Advisors
Nebraska
$1.32M -$89.4K -1,325 -6%
SM
173
Sweeney & Michel
California
$1.29M +$19.7K +291 +2%
CC
174
Courier Capital
New York
$1.28M -$49.9K -739 -4%
AWM
175
Aries Wealth Management
Maine
$1.26M +$352K +5,217 +39%
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7
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