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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.

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
1
Fidelity Investments
Massachusetts
$956M
2
Morgan Stanley
2
Morgan Stanley
New York
$336M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$278M
4
WBG
4
Wharton Business Group
Pennsylvania
$139M
5
S
5
SimplyRich
California
$13M

Top Sellers

1
BL
1
Balentine LLC
Georgia
$2.2M
2
Bank of America
2
Bank of America
North Carolina
$2.17B
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$25.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18.8M
5
OPAM
5
Ocean Park Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
151
TownSquare Capital
Utah
$1.6M -$399K -5,749 -20%
FFA
152
Fortune Financial Advisors
Kansas
$1.59M -$143K -2,059 -8%
BPA
153
Beacon Pointe Advisors
California
$1.55M -$266K -3,842 -15%
SAM
154
Sawgrass Asset Management
Florida
$1.5M -$58.5K -843 -4%
CIAS
155
CFS Investment Advisory Services
New Jersey
$1.43M -$99.2K -1,430 -6%
1832 Asset Management
156
1832 Asset Management
Ontario, Canada
$1.41M +$25.7K +370 +2%
PWM
157
Perigon Wealth Management
California
$1.41M +$124K +1,794 +10%
KSWA
158
Kathleen S. Wright Associates
Pennsylvania
$1.38M -$91.4K -1,318 -6%
BCG
159
Breakwater Capital Group
New Jersey
$1.38M -$11.4K -165 -0.8%
SYBT
160
Stock Yards Bank & Trust
Kentucky
$1.37M +$255K +3,677 +23%
NS
161
NBC Securities
Alabama
$1.35M +$273K +3,939 +25%
AWM
162
Aries Wealth Management
Maine
$1.34M +$7.14K +103 +0.5%
PCIA
163
Prime Capital Investment Advisors
Kansas
$1.33M +$592K +8,532 +80%
Northern Trust
164
Northern Trust
Illinois
$1.32M +$1.32M +19,083 New
MWM
165
Mascoma Wealth Management
New Hampshire
$1.31M -$388K -5,590 -23%
BA
166
Bellwether Advisors
Nebraska
$1.26M -$73.4K -1,058 -5%
FM
167
Foster & Motley
Ohio
$1.26M -$1.24M -17,845 -50%
BEAM
168
Baker Ellis Asset Management
Washington
$1.24M -$101K -1,450 -7%
REMPR
169
Roof Eidam Maycock Peralta (REMP)
California
$1.23M +$127K +1,830 +11%
BSW
170
Buckingham Strategic Wealth
Missouri
$1.21M +$779K +11,231 +180%
HCA
171
Heck Capital Advisors
Wisconsin
$1.21M -$2.04M -29,403 -63%
BIA
172
Bell Investment Advisors
California
$1.19M +$95.9K +1,383 +9%
GW
173
GW & Wade
Massachusetts
$1.15M +$361K +5,212 +46%
CC
174
Courier Capital
New York
$1.13M -$163K -2,352 -13%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$1.12M -$63.4K -915 -5%
5 6
7
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