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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

472 hedge funds and large institutions have $5.97B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 167 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.44%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
47
Increased
167
Reduced
183
Closed
43
Calls
$878K
Puts
–
Net Calls
+$878K
Net Calls Change
-$110K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$665M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$202M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$322M
4
Amundi
Amundi
France
$15.9M
5
BlackRock
BlackRock
New York
$344M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.09B
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$3.59M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$645K
4
HNB
Huntington National Bank
Ohio
$11.5M
5
SAM
Securian Asset Management
Minnesota
$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFWA
176
Grey Fox Wealth Advisors
Delaware
$1.16M +$43.1K +639 +4%
CIBC World Market
177
CIBC World Market
Ontario, Canada
$1.16M +$1.49K +22 +0.1%
PWM
178
Perigon Wealth Management
California
$1.16M +$947K +14,034 +439%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$1.16M -$119K -1,761 -9%
DL
180
DOHJ LLC
Washington
$1.14M +$11K +163 +1%
BIA
181
Bell Investment Advisors
California
$1.08M -$62.7K -929 -6%
BCI
182
Brinker Capital Investments
Pennsylvania
$1.06M +$1.06M +15,641 New
OPS
183
Orion Portfolio Solutions
Nebraska
$1.06M +$1.06M +15,641 New
GRP
184
Global Retirement Partners
California
$1.03M +$16.1K +239 +2%
AI
185
Atria Investments
North Carolina
$1.02M -$108K -1,524 -10%
OMC
186
Old Mission Capital
Illinois
$1.01M +$1.01M +14,987 New
FT
187
Fiduciary Trust
Massachusetts
$997K -$1.15K -17 -0.1%
RF
188
RHS Financial
California
$987K +$77.4K +1,146 +9%
AWA
189
Acorn Wealth Advisors
Michigan
$969K +$44.5K +659 +5%
Cerity Partners
190
Cerity Partners
New York
$963K -$169K -2,507 -15%
FG
191
Foster Group
Iowa
$951K +$34.4K +509 +4%
REMPR
192
Roof Eidam Maycock Peralta (REMP)
California
$930K – – –
PIAS
193
PCA Investment Advisory Services
Ohio
$924K -$7.83K -116 -0.8%
VFIC
194
Valley Forge Investment Consultants
Pennsylvania
$913K -$90.6K -1,342 -9%
PA
195
PFG Advisors
Arizona
$904K -$74.5K -1,103 -8%
RJT
196
Raymond James Trust
Florida
$903K +$65K +964 +8%
Janney Montgomery Scott
197
Janney Montgomery Scott
Pennsylvania
$902K -$57.1K -845 -6%
AP
198
Appleton Partners
Massachusetts
$889K -$12K -178 -1%
SRWM
199
Shira Ridge Wealth Management
California
$884K -$3.85K -57 -0.4%
ACP
200
Arcus Capital Partners
Georgia
$882K -$1.8M -26,638 -67%
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