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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

480 hedge funds and large institutions have $5.88B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 120 increasing their positions, 215 reducing their positions, and 58 closing their positions.

Holders
480
Holders Change
+14
Holders Change %
+3%
% of All Funds
7.74%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
81
Increased
120
Reduced
215
Closed
58
Calls
$983K
Puts
–
Net Calls
+$983K
Net Calls Change
+$791K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$492M
2
Jane Street
2
Jane Street
New York
$66.9M
3
SEI Investments
3
SEI Investments
Pennsylvania
$57.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$250M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$137M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.5M
2
Charles Schwab
2
Charles Schwab
California
$24M
3
Bank of America
3
Bank of America
North Carolina
$2.47B
4
BlackRock
4
BlackRock
New York
$325M
5
Ameriprise
5
Ameriprise
Minnesota
$74.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
176
Tompkins Financial
New York
$1.31M – – –
GVAG
177
Great Valley Advisor Group
Delaware
$1.29M -$333K -5,239 -20%
PA
178
PFG Advisors
Arizona
$1.28M -$198K -3,110 -13%
RF
179
RHS Financial
California
$1.27M -$852K -13,400 -40%
KSWA
180
Kathleen S. Wright Associates
Pennsylvania
$1.27M +$421K +6,618 +50%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$1.23M -$354K -5,571 -22%
TFA
182
Transamerica Financial Advisors
Florida
$1.18M -$70.5K -1,109 -6%
Janney Montgomery Scott
183
Janney Montgomery Scott
Pennsylvania
$1.13M -$243K -3,829 -18%
BCG
184
Breakwater Capital Group
New Jersey
$1.12M +$1.12M +17,655 New
BIA
185
Bell Investment Advisors
California
$1.08M +$1.02M +16,075 +1,863%
DL
186
DOHJ LLC
Washington
$1.07M -$8.71K -137 -0.8%
IF
187
Integrity Financial
Wyoming
$1.04M -$534K -8,394 -34%
FT
188
Fiduciary Trust
Massachusetts
$1.02M -$10.4K -164 -1%
VFIC
189
Valley Forge Investment Consultants
Pennsylvania
$1.02M -$18.1K -285 -2%
GFWA
190
Grey Fox Wealth Advisors
Delaware
$1M +$1M +15,766 New
AI
191
Atria Investments
North Carolina
$1M +$1M +14,560 New
HP
192
Hilltop Partners
Indiana
$981K +$981K +15,434 New
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$977K -$548K -8,622 -36%
GRP
194
Global Retirement Partners
California
$967K +$1.21K +19 +0.1%
AWA
195
Acorn Wealth Advisors
Michigan
$947K -$30.6K -481 -3%
BAM
196
Belpointe Asset Management
Nevada
$944K -$23.5K -370 -2%
HI
197
Horizon Investments
North Carolina
$924K +$331K +5,201 +56%
AWM
198
AE Wealth Management
Kansas
$905K -$457K -7,191 -34%
Cerity Partners
199
Cerity Partners
New York
$904K +$630K +9,918 +230%
CCWA
200
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$893K +$893K +14,045 New
6 7
8
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