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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

484 hedge funds and large institutions have $6.31B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 120 increasing their positions, 221 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+16
Holders Change %
+3.42%
% of All Funds
7.1%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.21%
New
68
Increased
120
Reduced
221
Closed
45
Calls
$340K
Puts
$7K
Net Calls
+$333K
Net Calls Change
+$157K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$956M
2
Morgan Stanley
Morgan Stanley
New York
$336M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$278M
4
WBG
Wharton Business Group
Pennsylvania
$139M
5
S
SimplyRich
California
$13M

Top Sellers

1
BL
Balentine LLC
Georgia
$2.2M
2
Bank of America
Bank of America
North Carolina
$2.17B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$25.1M
4
Osaic Holdings
Osaic Holdings
Arizona
$18.8M
5
OPAM
Ocean Park Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
176
Investment Partners
Ohio
$1.11M -$208K -2,996 -16%
RPG
177
Resource Planning Group
Georgia
$1.1M +$1.1M +15,883 New
Jane Street
178
Jane Street
New York
$1.07M -$9.34M -134,763 -90%
WFM
179
Wolff Financial Management
Michigan
$1.07M -$213K -3,075 -17%
GVAG
180
Great Valley Advisor Group
Delaware
$1.06M -$116K -1,671 -10%
CA
181
CGN Advisors
Kansas
$1.06M +$555 +8 +0.1%
FT
182
Fiduciary Trust
Massachusetts
$1.05M +$23.4K +338 +2%
CIBC World Market
183
CIBC World Market
Ontario, Canada
$1.01M -$158K -2,276 -14%
WPW
184
Waldron Private Wealth
Pennsylvania
$988K -$103K -1,487 -9%
Qube Research & Technologies (QRT)
185
Qube Research & Technologies (QRT)
United Kingdom
$972K +$550K +7,938 +131%
AWM
186
AE Wealth Management
Kansas
$954K -$817K -11,838 -46%
TWM
187
Tolleson Wealth Management
Texas
$947K -$208K -3,005 -18%
PIAS
188
PCA Investment Advisory Services
Ohio
$944K +$1.04K +15 +0.1%
VCP
189
Verus Capital Partners
Arizona
$939K -$397K -5,730 -30%
FG
190
Foster Group
Iowa
$929K – – –
AFO
191
Arrowroot Family Office
California
$919K +$307K +4,433 +50%
RJT
192
Raymond James Trust
Florida
$914K -$46.7K -674 -5%
ACP
193
Arcus Capital Partners
Georgia
$914K +$7.56K +109 +0.8%
Cerity Partners
194
Cerity Partners
New York
$884K +$884K +12,750 New
PPWP
195
Premier Path Wealth Partners
New Jersey
$878K +$878K +12,725 New
SRWM
196
Shira Ridge Wealth Management
California
$862K -$84.7K -1,221 -9%
GRP
197
Global Retirement Partners
California
$861K -$142K -2,046 -14%
FPCG
198
Forum Private Client Group
Indiana
$859K +$859K +12,394 New
VFIC
199
Valley Forge Investment Consultants
Pennsylvania
$849K -$119K -1,709 -12%
DI
200
DFPG Investments
Utah
$838K -$4.54K -66 -0.5%
6 7
8
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