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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

562 hedge funds and large institutions have $6.18B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 147 increasing their positions, 272 reducing their positions, and 59 closing their positions.

Holders
562
Holders Change
-24
Holders Change %
-4.1%
% of All Funds
9.9%
Holding in Top 10
52
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-27.78%
% of All Funds
0.92%
New
41
Increased
147
Reduced
272
Closed
59
Calls
$7.63M
Puts
$593K
Net Calls
+$7.03M
Net Calls Change
-$1.17M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$454M
2
Citadel Advisors
2
Citadel Advisors
Florida
$71M
3
HI
3
Horizon Investments
North Carolina
$54.1M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$23.3M
5
Charles Schwab
5
Charles Schwab
California
$117M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$217M
2
Bank of America
2
Bank of America
North Carolina
$666M
3
MFG
3
Merit Financial Group
Georgia
$13.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$273M
5
Morgan Stanley
5
Morgan Stanley
New York
$264M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$666M 9,120,990 -1,555,634 -15%
BlackRock
2
BlackRock
New York
$479M 6,559,391 -436,885 -6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$454M 6,222,332 +909,156 +17%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$273M 3,739,811 -751,856 -17%
Morgan Stanley
5
Morgan Stanley
New York
$264M 3,622,203 -747,185 -17%
Ameriprise
6
Ameriprise
Minnesota
$217M 2,972,692 -1,843,155 -38%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$213M 2,923,846 -320,457 -10%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$140M 1,917,159 -699,240 -27%
UBS Group
9
UBS Group
Switzerland
$122M 1,671,991 -96,401 -5%
Charles Schwab
10
Charles Schwab
California
$117M 1,608,563 +167,904 +12%
Wells Fargo
11
Wells Fargo
California
$103M 1,414,132 -483,362 -25%
SAM
12
Securian Asset Management
Minnesota
$95.8M 1,312,707 -96,610 -7%
LPL Financial
13
LPL Financial
California
$94.9M 1,299,940 -225,591 -15%
HSA
14
HBK Sorce Advisory
Pennsylvania
$87.5M 1,198,817 -38,237 -3%
Financial Engines Advisors
15
Financial Engines Advisors
California
$85.1M 1,165,799 -20,471 -2%
WBG
16
Wharton Business Group
Pennsylvania
$79.7M 1,092,107 +35,770 +3%
Citadel Advisors
17
Citadel Advisors
Florida
$71M 973,356 +881,540 +960%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$67.9M 930,406 -154,504 -14%
SIRP
19
Shelter Insurance Retirement Plan
Missouri
$59.6M 816,500 -15,500 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$59.4M 813,210 -62,633 -7%
AllianceBernstein
21
AllianceBernstein
Tennessee
$59.1M 810,220 +24,335 +3%
HI
22
Horizon Investments
North Carolina
$54.1M 741,293 +741,293 New
OBWP
23
O'Brien Wealth Partners
Massachusetts
$54M 728,769 +4,610 +0.6%
SEI Investments
24
SEI Investments
Pennsylvania
$52.7M 718,174 – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$49.2M 674,215 -109,537 -14%
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