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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 %
PIMG
201
Patriot Investment Management Group
Tennessee
$637K 9,188 +148 +2%
PPWP
202
Premier Path Wealth Partners
New Jersey
$634K 9,137 -636 -7%
SI
203
Stephens Inc
Arkansas
$631K 9,095 -640 -7%
AWA
204
Alaska Wealth Advisors
Alaska
$622K 8,962 -95,322 -91%
SPC
205
Spirepoint Private Client
Florida
$619K 8,920 – –
ACP
206
Arcus Capital Partners
Georgia
$608K 8,770 -1,471 -14%
HP
207
Hilltop Partners
Indiana
$601K 8,666 -429 -5%
PCFFS
208
Pacific Center for Financial Services
California
$596K 8,595 +822 +11%
EL
209
EWA LLC
Pennsylvania
$592K 8,248 -312 -4%
RF
210
RHS Financial
California
$590K 8,513 -830 -9%
KWA
211
Kingswood Wealth Advisors
California
$590K 8,501 +847 +11%
WFM
212
Wolff Financial Management
Michigan
$588K 8,482 -967 -10%
EFS
213
Essex Financial Services
Connecticut
$586K 8,175 +1,405 +21%
DAS
214
Diversify Advisory Services
Utah
$582K 8,314 -218 -3%
HWP
215
Hibernia Wealth Partners
Louisiana
$578K 8,334 +4,194 +101%
QCM
216
Quantinno Capital Management
New York
$578K 8,327 +8,327 New
SWP
217
Stratos Wealth Partners
Ohio
$576K 8,302 -201 -2%
CWM
218
Cornerstone Wealth Management
Missouri
$568K 8,188 -127 -2%
AIP
219
Ameritas Investment Partners
Nebraska
$565K 8,147 -39 -0.5%
IA
220
IFG Advisory
Georgia
$565K 8,141 +8,141 New
NA
221
Nottingham Advisors
New York
$565K 8,140 -535 -6%
BDF
222
Black Diamond Financial
Maryland
$561K 8,090 – –
BWL
223
Bogart Wealth LLC
Virginia
$561K 8,088 -91 -1%
VWM
224
Venturi Wealth Management
Texas
$557K 8,031 -5,718 -42%
BW
225
Bison Wealth
Georgia
$555K 7,828 – –
7 8
9
10 11