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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

472 hedge funds and large institutions have $5.97B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 167 increasing their positions, 183 reducing their positions, and 43 closing their positions.

Holders
472
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.44%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
47
Increased
167
Reduced
183
Closed
43
Calls
$878K
Puts
–
Net Calls
+$878K
Net Calls Change
-$110K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$665M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$202M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$322M
4
Amundi
4
Amundi
France
$15.9M
5
AC
5
Apella Capital
Connecticut
$10.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.09B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$3.59M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$645K
4
SAM
4
Securian Asset Management
Minnesota
$79.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$26.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.09B 30,924,426 -1,200,043 -4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$665M 9,852,924 +894,801 +10%
BlackRock
3
BlackRock
New York
$344M 5,095,747 +150,430 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$322M 4,774,858 +411,328 +9%
Morgan Stanley
5
Morgan Stanley
New York
$232M 3,433,850 -33,869 -1%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$202M 2,992,353 +445,926 +18%
BL
7
Balentine LLC
Georgia
$154M 2,278,516 +68,662 +3%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$144M 2,126,682 +3,761 +0.2%
WBG
9
Wharton Business Group
Pennsylvania
$103M 1,529,804 -58,667 -4%
SAM
10
Securian Asset Management
Minnesota
$79.5M 1,178,248 -132,133 -10%
Financial Engines Advisors
11
Financial Engines Advisors
California
$69.7M 1,032,085 -53,061 -5%
Ameriprise
12
Ameriprise
Minnesota
$64.5M 956,796 -22,246 -2%
SEI Investments
13
SEI Investments
Pennsylvania
$61.9M 917,580 -25,280 -3%
LPL Financial
14
LPL Financial
California
$61.3M 908,460 +16,399 +2%
Wells Fargo
15
Wells Fargo
California
$55.1M 816,003 -25,375 -3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$53.3M 789,138 -3,280 -0.4%
UBS Group
17
UBS Group
Switzerland
$46M 682,078 -90,008 -12%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$33.5M 496,387 +15,496 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$32.7M 484,870 +148,839 +44%
AllianceBernstein
20
AllianceBernstein
Tennessee
$31.5M 466,514 +12,318 +3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$28.7M 424,523 -2,160 -0.5%
Osaic Holdings
22
Osaic Holdings
Arizona
$26.8M 396,759 -121,856 -23%
BCM
23
Brookstone Capital Management
Illinois
$25.3M 382,190 -452 -0.1%
AAS
24
Avantax Advisory Services
Texas
$25.2M 373,222 +15,214 +4%
HI
25
Horizon Investments
North Carolina
$25M 369,942 +3,810 +1%
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