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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

465 hedge funds and large institutions have $5.16B invested in iShares MSCI EAFE Min Vol Factor ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 110 increasing their positions, 214 reducing their positions, and 45 closing their positions.

Holders
465
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
6.76%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
50
Increased
110
Reduced
214
Closed
45
Calls
$35K
Puts
–
Net Calls
+$35K
Net Calls Change
-$865K

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$17.7M
2
KAS
2
Kestra Advisory Services
Texas
$10.7M
3
SP
3
Symmetry Partners
Connecticut
$18.5M
4
OMC
4
Old Mission Capital
Illinois
$3.83M
5
CA
5
Clearstead Advisors
Ohio
$2.93M

Top Sellers

1
Jane Street
1
Jane Street
New York
$30M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$824M
3
Bank of America
3
Bank of America
North Carolina
$2.03B
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$71.4M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$108M
Name Market Value Shares Shares
Change 		Shares
Change %
BCG
151
Breakwater Capital Group
New Jersey
$1.29M 18,566 -1,131 -6%
NF
152
Nikulski Financial
Iowa
$1.24M 17,827 -2,569 -13%
HCA
153
Heck Capital Advisors
Wisconsin
$1.24M 17,815 +535 +3%
PCIA
154
Prime Capital Investment Advisors
Kansas
$1.2M 17,354 -2,996 -15%
TFA
155
Transamerica Financial Advisors
Florida
$1.2M 17,247 – –
BA
156
Bellwether Advisors
Nebraska
$1.2M 17,253 -1,007 -6%
TC
157
Tacita Capital
Ontario, Canada
$1.16M 16,725 -19,140 -53%
PWM
158
Perigon Wealth Management
California
$1.16M 16,689 -960 -5%
IP
159
Investment Partners
Ohio
$1.12M 16,087 +80 +0.5%
KSWA
160
Kathleen S. Wright Associates
Pennsylvania
$1.1M 15,866 -4,075 -20%
FG
161
Foster Group
Iowa
$1.1M 15,803 +403 +3%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$1.09M 15,716 +564 +4%
GVAG
163
Great Valley Advisor Group
Delaware
$1.08M 15,612 -156 -1%
BEAM
164
Baker Ellis Asset Management
Washington
$1.07M 15,450 -50 -0.3%
FM
165
Foster & Motley
Ohio
$1.05M 15,186 -2,094 -12%
PIAS
166
PCA Investment Advisory Services
Ohio
$1.04M 15,019 +473 +3%
AFO
167
Arrowroot Family Office
California
$1.03M 14,821 +650 +5%
CFG
168
Citizens Financial Group
Rhode Island
$1.01M 14,558 -12,940 -47%
SRC
169
Shufro Rose & Co
New York
$1.01M 14,505 +977 +7%
Kayne Anderson Rudnick Investment Management
170
Kayne Anderson Rudnick Investment Management
California
$983K 14,205 -9,686 -41%
VFIC
171
Valley Forge Investment Consultants
Pennsylvania
$913K 13,165 +928 +8%
FT
172
Fiduciary Trust
Massachusetts
$886K 12,776 – –
SRWM
173
Shira Ridge Wealth Management
California
$864K 12,455 -242 -2%
Lido Advisors
174
Lido Advisors
California
$861K 12,411 +60 +0.5%
CIAS
175
CFS Investment Advisory Services
New Jersey
$856K 12,341 -7,505 -38%
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