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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

575 hedge funds and large institutions have $5.65B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 181 increasing their positions, 208 reducing their positions, and 40 closing their positions.

Holders
575
Holders Change
+43
Holders Change %
+8.08%
% of All Funds
8.88%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.54%
New
91
Increased
181
Reduced
208
Closed
40
Calls
$687K
Puts
$84K
Net Calls
+$603K
Net Calls Change
-$6.56M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$647M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$260M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$84.6M
4
BlackRock
4
BlackRock
New York
$446M
5
AssetMark Inc
5
AssetMark Inc
California
$13.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$158M
2
Franklin Resources
2
Franklin Resources
California
$1.05M
3
Citadel Advisors
3
Citadel Advisors
Florida
$520K
4
Bank of America
4
Bank of America
North Carolina
$556M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$91.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$647M 8,421,321 +659,440 +8%
Bank of America
2
Bank of America
North Carolina
$556M 7,243,144 -250,326 -3%
BlackRock
3
BlackRock
New York
$446M 5,804,164 +194,983 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$260M 3,392,642 +354,678 +12%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$223M 2,898,285 -134,829 -4%
Morgan Stanley
6
Morgan Stanley
New York
$218M 2,834,853 -117,707 -4%
Ameriprise
7
Ameriprise
Minnesota
$158M 2,064,935 -434,620 -17%
Charles Schwab
8
Charles Schwab
California
$126M 1,637,731 +40,337 +3%
UBS Group
9
UBS Group
Switzerland
$108M 1,404,167 +5,303 +0.4%
SAM
10
Securian Asset Management
Minnesota
$99.2M 1,291,812 +325 +0%
Wells Fargo
11
Wells Fargo
California
$97.1M 1,264,949 -39,867 -3%
HSA
12
HBK Sorce Advisory
Pennsylvania
$96.6M 1,258,693 +30,423 +2%
LPL Financial
13
LPL Financial
California
$96.5M 1,257,570 +2,892 +0.2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$91.7M 1,195,015 -214,384 -15%
Financial Engines Advisors
15
Financial Engines Advisors
California
$87.8M 1,143,333 +9,359 +0.8%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$84.6M 1,102,249 +321,060 +41%
WBG
17
Wharton Business Group
Pennsylvania
$84.3M 1,098,722 +25,712 +2%
SEI Investments
18
SEI Investments
Pennsylvania
$65.7M 854,668 -27,826 -3%
HI
19
Horizon Investments
North Carolina
$65.4M 852,012 +108,604 +15%
Osaic Holdings
20
Osaic Holdings
Arizona
$58.6M 763,745 +11,307 +2%
OBWP
21
O'Brien Wealth Partners
Massachusetts
$57.9M 791,132 +29,663 +4%
MMA
22
Miracle Mile Advisors
California
$56.4M 735,154 +126,192 +21%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$55.1M 717,297 -43,395 -6%
AllianceBernstein
24
AllianceBernstein
Tennessee
$47.1M 613,421 -203,759 -25%
PI
25
PFS Investments
Georgia
$46.7M 607,807 +60,185 +11%
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