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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

470 hedge funds and large institutions have $5.96B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 214 reducing their positions, and 46 closing their positions.

Holders
470
Holders Change
-10
Holders Change %
-2.08%
% of All Funds
7.52%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
49
Increased
109
Reduced
214
Closed
46
Calls
$988K
Puts
–
Net Calls
+$988K
Net Calls Change
+$5K

Top Buyers

1
BL
1
Balentine LLC
Georgia
$149M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$606M
3
Morgan Stanley
3
Morgan Stanley
New York
$235M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$295M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$172M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.17B
2
GC
2
GFG Capital
Florida
$2.37M
3
Jane Street
3
Jane Street
New York
$823K
4
GIS
4
Grayhawk Investment Strategies
Alberta, Canada
$21.4M
5
WPW
5
Waldron Private Wealth
Pennsylvania
$2.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.17B 32,124,469 -6,661,136 -17%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$606M 8,958,123 +1,216,292 +16%
BlackRock
3
BlackRock
New York
$335M 4,945,317 -161,438 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$295M 4,363,530 +434,479 +11%
Morgan Stanley
5
Morgan Stanley
New York
$235M 3,467,719 +669,787 +24%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$172M 2,546,427 +389,468 +18%
BL
7
Balentine LLC
Georgia
$149M 2,209,854 +2,209,854 New
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$144M 2,122,921 -20,879 -1%
WBG
9
Wharton Business Group
Pennsylvania
$107M 1,588,471 -36,665 -2%
SAM
10
Securian Asset Management
Minnesota
$88.6M 1,310,381 -82,961 -6%
Financial Engines Advisors
11
Financial Engines Advisors
California
$73.4M 1,085,146 +41,292 +4%
Ameriprise
12
Ameriprise
Minnesota
$66.2M 979,042 -159,522 -14%
SEI Investments
13
SEI Investments
Pennsylvania
$63.8M 942,860 +38,736 +4%
LPL Financial
14
LPL Financial
California
$60.3M 892,061 -108,110 -11%
Wells Fargo
15
Wells Fargo
California
$56.9M 841,378 -73,211 -8%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$53.6M 792,418 +69,675 +10%
UBS Group
17
UBS Group
Switzerland
$52.2M 772,086 -145,327 -16%
Osaic Holdings
18
Osaic Holdings
Arizona
$35.1M 518,615 +53,402 +11%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$32.5M 480,891 -4,815 -1%
AllianceBernstein
20
AllianceBernstein
Tennessee
$30.7M 454,196 -7,988 -2%
BCM
21
Brookstone Capital Management
Illinois
$26.6M 382,642 +9,710 +3%
Charles Schwab
22
Charles Schwab
California
$24.9M 368,498 -8,389 -2%
HI
23
Horizon Investments
North Carolina
$24.8M 366,132 +351,598 +2,419%
AAS
24
Avantax Advisory Services
Texas
$24.2M 358,008 +21,457 +6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$22.7M 336,031 -189,460 -36%
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