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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

532 hedge funds and large institutions have $5.58B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 150 increasing their positions, 237 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
9.34%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.68%
New
47
Increased
150
Reduced
237
Closed
37
Calls
$7.77M
Puts
$603K
Net Calls
+$7.16M
Net Calls Change
-$66K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$585M
2
Franklin Resources
Franklin Resources
California
$25.7M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$58.9M
4
Citadel Advisors
Citadel Advisors
Florida
$21.2M
5
KAS
Kestra Advisory Services
Texas
$23.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$565M
2
BlackRock
BlackRock
New York
$423M
3
Ameriprise
Ameriprise
Minnesota
$189M
4
PWA
Peterson Wealth Advisors
Utah
$6.64M
5
Morgan Stanley
Morgan Stanley
New York
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
DL
176
DOHJ LLC
Washington
$2.55M -$506K -6,600 -17%
IP
177
Investment Partners
Ohio
$2.54M +$226 +3 +0%
SWP
178
Stratos Wealth Partners
Ohio
$2.53M -$53.7K -713 -2%
Thrivent Financial for Lutherans
179
Thrivent Financial for Lutherans
Minnesota
$2.49M -$4.85M – –
SIA
180
Sovereign Investment Advisors
Arizona
$2.49M – – –
EFL
181
ERn Financial LLC
Wisconsin
$2.46M -$39.8K -528 -2%
Northern Trust
182
Northern Trust
Illinois
$2.43M -$55K -730 -2%
EC
183
Estate Counselors
Wisconsin
$2.32M -$8.96M -118,970 -79%
MIAN
184
Mariner Independent Advisor Network
Kansas
$2.32M +$431K +5,719 +23%
AF
185
Allworth Financial
California
$2.28M +$2.28M +30,287 New
ACM
186
Ashford Capital Management
Delaware
$2.25M -$603 -8 -0%
BEAM
187
Baker Ellis Asset Management
Washington
$2.23M -$164K -2,200 -7%
Prudential Financial
188
Prudential Financial
New Jersey
$2.23M -$69.4K -887 -3%
CC
189
Courier Capital
New York
$2.21M -$159K -2,116 -7%
APA
190
American Portfolios Advisors
New York
$2.17M -$112K -1,490 -5%
SWM
191
Spire Wealth Management
Virginia
$2.17M -$598K -7,943 -22%
CSWG
192
Cardinal Strategic Wealth Guidance
Kentucky
$2.15M -$215K -2,853 -9%
FFA
193
Fragasso Financial Advisors
Pennsylvania
$2.14M +$52.8K +701 +3%
CWM
194
Calamos Wealth Management
Illinois
$2.1M – – –
PA
195
PFG Advisors
Arizona
$2.09M -$387K -5,132 -16%
CA
196
Calton & Associates
Florida
$2.08M -$16.9K -224 -0.8%
FHA
197
Flagship Harbor Advisors
Massachusetts
$2.08M – – –
VWA
198
Visionary Wealth Advisors
Illinois
$2.05M +$31.1K +413 +2%
MA
199
Mutual Advisors
Nebraska
$2.04M -$37.3K -495 -2%
TFA
200
Tranquilli Financial Advisor
New Jersey
$1.97M -$1.13K -15 -0.1%
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