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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

466 hedge funds and large institutions have $5.33B invested in iShares MSCI EAFE Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 226 reducing their positions, and 76 closing their positions.

Holders
466
Holders Change
-54
Holders Change %
-10.38%
% of All Funds
8.06%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.4%
New
31
Increased
116
Reduced
226
Closed
76
Calls
$192K
Puts
–
Net Calls
+$192K
Net Calls Change
-$30K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.26B
2
BlackRock
2
BlackRock
New York
$335M
3
AL
3
Aspiriant LLC
California
$32.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$209M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$108M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$309M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$124M
4
GWM
4
Geneos Wealth Management
Colorado
$9.77M
5
Ameriprise
5
Ameriprise
Minnesota
$91.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.26B 39,577,340 +33,436,108 +544%
BlackRock
2
BlackRock
New York
$335M 5,868,627 +408,717 +7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$309M 5,416,001 -219,804 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$209M 3,660,030 +379,548 +12%
Morgan Stanley
5
Morgan Stanley
New York
$147M 2,573,752 +57,839 +2%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$124M 2,181,537 -180,492 -8%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$108M 1,900,733 +303,844 +19%
Charles Schwab
8
Charles Schwab
California
$97.3M 1,706,951 +68,290 +4%
WBG
9
Wharton Business Group
Pennsylvania
$91.6M 1,606,186 +184,430 +13%
Ameriprise
10
Ameriprise
Minnesota
$91.3M 1,596,490 -147,850 -8%
SAM
11
Securian Asset Management
Minnesota
$83.5M 1,465,157 +56,815 +4%
Wells Fargo
12
Wells Fargo
California
$67.6M 1,185,297 -77,679 -6%
Financial Engines Advisors
13
Financial Engines Advisors
California
$64.4M 1,129,620 -1,319 -0.1%
LPL Financial
14
LPL Financial
California
$63.8M 1,119,647 -59,415 -5%
UBS Group
15
UBS Group
Switzerland
$56.2M 985,369 -92,803 -9%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$43.2M 758,108 -139,104 -16%
SEI Investments
17
SEI Investments
Pennsylvania
$34.1M 597,525 -127,435 -18%
AL
18
Aspiriant LLC
California
$32.9M 577,515 +401,850 +229%
AllianceBernstein
19
AllianceBernstein
Tennessee
$29.8M 522,593 +75,020 +17%
BWA
20
Burt Wealth Advisors
Maryland
$29.5M 516,870 +11,196 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$29M 508,837 -88,326 -15%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$29M 507,825 -14,895 -3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$28.2M 494,729 -137,461 -22%
Osaic Holdings
24
Osaic Holdings
Arizona
$26.9M 471,348 -40,758 -8%
IWS
25
Insight Wealth Strategies
California
$23.3M 367,892 – –
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