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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 %
AWA
201
Acorn Wealth Advisors
Michigan
$828K -$155K -2,230 -16%
Lido Advisors
202
Lido Advisors
California
$820K +$149K +2,155 +22%
AP
203
Appleton Partners
Massachusetts
$793K -$99.5K -1,435 -11%
SRC
204
Shufro Rose & Co
New York
$777K -$5.87K -90 -0.8%
JWCA
205
J.W. Cole Advisors
Florida
$772K -$123K -1,780 -14%
TF
206
Tompkins Financial
New York
$761K -$133K -1,921 -15%
Janney Montgomery Scott
207
Janney Montgomery Scott
Pennsylvania
$760K -$23.3K -336 -3%
HGA
208
Hobbs Group Advisors
South Carolina
$749K +$749K +10,799 New
WB
209
WesBanco Bank
West Virginia
$748K -$81.9K -1,181 -10%
SC
210
Savant Capital
Illinois
$745K -$1.6K -23 -0.2%
DL
211
DOHJ LLC
Washington
$739K -$399K -5,748 -35%
Corient Private Wealth
212
Corient Private Wealth
Florida
$737K +$112K +1,619 +18%
VCM
213
Versant Capital Management
Arizona
$728K – – –
ECM
214
Evergreen Capital Management
Washington
$723K – – –
MFWP
215
Mosaic Family Wealth Partners
Missouri
$710K -$79.6K -1,148 -10%
P
216
&Partners
Tennessee
$691K +$691K +9,959 New
SI
217
Stephens Inc
Arkansas
$689K +$14.4K +208 +2%
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$685K -$95.6K -1,378 -12%
PFS
219
Prospera Financial Services
Texas
$682K -$69.8K -1,007 -9%
IA
220
IFG Advisory
Georgia
$645K +$57.5K +829 +10%
HP
221
Hilltop Partners
Indiana
$631K -$6.03K -87 -0.9%
CRI
222
Colonial River Investments
Virginia
$604K -$438K -6,317 -42%
PIMG
223
Patriot Investment Management Group
Tennessee
$604K -$7.42K -107 -1%
NA
224
Nottingham Advisors
New York
$602K -$1.04K -15 -0.2%
MA
225
MONECO Advisors
Connecticut
$598K -$44.4K -641 -7%
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9
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