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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

520 hedge funds and large institutions have $3.93B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 131 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
-25
Holders Change %
-4.59%
% of All Funds
8.79%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.47%
New
48
Increased
131
Reduced
251
Closed
68
Calls
$222K
Puts
–
Net Calls
+$222K
Net Calls Change
+$511K

Top Buyers

1
Jane Street
Jane Street
New York
$73.6M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$101M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$40M
4
AL
Aspiriant LLC
California
$11.1M
5
TWM
Tolleson Wealth Management
Texas
$15M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$2.43M
2
OBWP
O'Brien Wealth Partners
Massachusetts
$0
3
MMA
Miracle Mile Advisors
California
$4.37M
4
Bank of America
Bank of America
North Carolina
$389M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$357M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
201
Mascoma Wealth Management
New Hampshire
$1.22M +$474K +7,477 +63%
RPCA
202
Running Point Capital Advisors
California
$1.19M -$61K -963 -5%
KWM
203
Kingsview Wealth Management
Oregon
$1.19M -$281K -4,442 -19%
KSWA
204
Kathleen S. Wright Associates
Pennsylvania
$1.13M -$4.18K -66 -0.4%
CW
205
CreativeOne Wealth
Kansas
$1.1M -$242K -3,817 -18%
GRP
206
Global Retirement Partners
California
$1.08M -$802K -12,666 -43%
AWA
207
Acorn Wealth Advisors
Michigan
$1.05M -$35.3K -557 -3%
CAG
208
Csenge Advisory Group
Florida
$1.01M +$52.3K +826 +5%
TFA
209
Transamerica Financial Advisors
Florida
$988K +$981K +15,491 +14,753%
Cerity Partners
210
Cerity Partners
New York
$981K -$70.6K -1,114 -7%
MA
211
MONECO Advisors
Connecticut
$974K -$44.4K -701 -4%
KFGK
212
Keystone Financial Group (Kentucky)
Kentucky
$969K -$11.9K -188 -1%
VFIC
213
Valley Forge Investment Consultants
Pennsylvania
$968K -$49.4K -781 -5%
BAM
214
Belpointe Asset Management
Nevada
$963K -$69.5K -1,096 -7%
JWCA
215
J.W. Cole Advisors
Florida
$960K -$31.6K -499 -3%
CAG
216
Curtis Advisory Group
California
$954K -$43.4K -685 -4%
SB
217
Strategic Blueprint
Georgia
$953K -$32K -506 -3%
Thrivent Financial for Lutherans
218
Thrivent Financial for Lutherans
Minnesota
$951K -$320K -5,052 -25%
PFA
219
Pathway Financial Advisors
Vermont
$944K -$51.6K -815 -5%
WB
220
WesBanco Bank
West Virginia
$944K -$19.6K -309 -2%
KCM
221
Kathmere Capital Management
Pennsylvania
$913K -$550K -8,678 -38%
BDFN
222
Bond & Devick Financial Network
Minnesota
$912K -$24K -380 -3%
WIA
223
World Investment Advisors
California
$902K +$52.1K +804 +6%
CAM
224
Cresset Asset Management
Illinois
$900K +$57.9K +915 +7%
AWM
225
AE Wealth Management
Kansas
$884K +$14.2K +225 +2%
7 8
9
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