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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

465 hedge funds and large institutions have $5.16B invested in iShares MSCI EAFE Min Vol Factor ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 110 increasing their positions, 214 reducing their positions, and 45 closing their positions.

Holders
465
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
6.76%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
50
Increased
110
Reduced
214
Closed
45
Calls
$35K
Puts
–
Net Calls
+$35K
Net Calls Change
-$865K

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$17.7M
2
KAS
2
Kestra Advisory Services
Texas
$10.7M
3
SP
3
Symmetry Partners
Connecticut
$18.5M
4
OMC
4
Old Mission Capital
Illinois
$3.83M
5
CA
5
Clearstead Advisors
Ohio
$2.93M

Top Sellers

1
Jane Street
1
Jane Street
New York
$30M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$824M
3
Bank of America
3
Bank of America
North Carolina
$2.03B
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$71.4M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$108M
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
176
Evergreen Capital Management
Washington
$835K 12,042 -600 -5%
MWM
177
Mascoma Wealth Management
New Hampshire
$821K 11,844 -2,096 -15%
GRP
178
Global Retirement Partners
California
$809K 11,670 +1,551 +15%
RJT
179
Raymond James Trust
Florida
$794K 11,455 – –
TWM
180
Tolleson Wealth Management
Texas
$793K 11,434 – –
SC
181
Savant Capital
Illinois
$786K 11,332 +1,747 +18%
VCP
182
Verus Capital Partners
Arizona
$779K 11,239 +986 +10%
WPW
183
Waldron Private Wealth
Pennsylvania
$769K 11,084 -256 -2%
TF
184
Tompkins Financial
New York
$760K 10,958 – –
WB
185
WesBanco Bank
West Virginia
$758K 10,929 -357 -3%
HGA
186
Hobbs Group Advisors
South Carolina
$749K 10,799 +10,799 New
OSAM
187
O'Shaughnessy Asset Management
Connecticut
$740K 10,676 -13 -0.1%
MFWP
188
Mosaic Family Wealth Partners
Missouri
$734K 10,579 -445 -4%
VCM
189
Versant Capital Management
Arizona
$728K 10,500 – –
Corient Private Wealth
190
Corient Private Wealth
Florida
$727K 10,476 -2,085 -17%
SM
191
Sweeney & Michel
California
$717K 10,245 -1,551 -13%
Janney Montgomery Scott
192
Janney Montgomery Scott
Pennsylvania
$703K 10,129 +129 +1%
Cerity Partners
193
Cerity Partners
New York
$696K 10,037 -1,103 -10%
AWA
194
Acorn Wealth Advisors
Michigan
$666K 9,596 -1,839 -16%
AP
195
Appleton Partners
Massachusetts
$662K 9,548 -462 -5%
Jones Financial Companies
196
Jones Financial Companies
Missouri
$657K 9,476 +9,476 New
BSW
197
Buckingham Strategic Wealth
Missouri
$650K 9,376 -4,846 -34%
ACM
198
Andina Capital Management
Utah
$646K 9,315 +9,315 New
EAM
199
Empirical Asset Management
Massachusetts
$641K 9,237 +9,237 New
1WM
200
1900 Wealth Management
Texas
$640K 9,226 -9,101 -50%
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