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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 $4.38B invested in iShares MSCI EAFE Min Vol Factor ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 181 reducing their positions, and 50 closing their positions.

Holders
470
Holders Change
-3
Holders Change %
-0.63%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
58
Increased
130
Reduced
181
Closed
50
Calls
$509K
Puts
$7K
Net Calls
+$502K
Net Calls Change
+$502K

Top Buyers

1
WBG
1
Wharton Business Group
Pennsylvania
$118M
2
Raymond James Financial
2
Raymond James Financial
Florida
$29.2M
3
Bank of America
3
Bank of America
North Carolina
$1.62B
4
WIA
4
World Investment Advisors
California
$4.14M
5
KWM
5
Kingsview Wealth Management
Oregon
$3.42M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$738M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$121M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$49.2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$20M
Name Market Value Shares Shares
Change 		Shares
Change %
IP
151
Investment Partners
Ohio
$1.11M 15,726 -361 -2%
FFA
152
Farther Finance Advisors
California
$1.07M 15,120 +13,850 +1,091%
PIAS
153
PCA Investment Advisory Services
Ohio
$1.06M 15,051 +189 +1%
CAL
154
Capital Advisors Ltd
Ohio
$1.05M 14,887 -3,393 -19%
FM
155
Foster & Motley
Ohio
$1.04M 14,699 -37 -0.3%
PWM
156
Perigon Wealth Management
California
$1.04M 14,654 -605 -4%
SYBT
157
Stock Yards Bank & Trust
Kentucky
$1.03M 14,581 -2,940 -17%
CFG
158
Citizens Financial Group
Rhode Island
$1.02M 14,370 +174 +1%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$1.01M 14,237 +209 +1%
GWP
160
Gateway Wealth Partners
Wisconsin
$960K 13,576 +53 +0.4%
VFIC
161
Valley Forge Investment Consultants
Pennsylvania
$952K 13,466 +130 +1%
Lido Advisors
162
Lido Advisors
California
$942K 13,326 +815 +7%
Kayne Anderson Rudnick Investment Management
163
Kayne Anderson Rudnick Investment Management
California
$893K 12,632 +71 +0.6%
BEAM
164
Baker Ellis Asset Management
Washington
$891K 12,600 -250 -2%
CIAS
165
CFS Investment Advisory Services
New Jersey
$858K 12,127 +163 +1%
MMA
166
Miracle Mile Advisors
California
$851K 12,029 -5,440 -31%
SRWM
167
Shira Ridge Wealth Management
California
$826K 11,685 -301 -3%
KWA
168
Kingswood Wealth Advisors
California
$823K 11,634 +3,079 +36%
SWP
169
Stratos Wealth Partners
Ohio
$813K 11,501 +1,121 +11%
QP
170
Quartz Partners
New York
$811K 11,464 -665 -5%
TWM
171
Tolleson Wealth Management
Texas
$806K 11,394 – –
NF
172
Nikulski Financial
Iowa
$793K 11,213 -2,984 -21%
FFA
173
Fragasso Financial Advisors
Pennsylvania
$782K 11,054 -4,400 -28%
TF
174
Tompkins Financial
New York
$775K 10,958 – –
HGA
175
Hobbs Group Advisors
South Carolina
$769K 10,878 – –
5 6
7
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