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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

468 hedge funds and large institutions have $6.05B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 212 reducing their positions, and 44 closing their positions.

Holders
468
Holders Change
-4
Holders Change %
-0.85%
% of All Funds
7.46%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
47
Increased
111
Reduced
212
Closed
44
Calls
$698K
Puts
$522K
Net Calls
+$176K
Net Calls Change
-$702K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$803M
2
Bank of America
2
Bank of America
North Carolina
$2.08B
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$228M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$31M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$29M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$7.51M
2
LS
2
Liquid Strategies
Georgia
$0
3
S
3
SimplyRich
California
$0
4
BlackRock
4
BlackRock
New York
$324M
5
BA
5
Ballew Advisors
Mississippi
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.08B 31,848,739 +924,313 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$803M 12,317,849 +2,464,925 +25%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$327M 5,012,372 +237,514 +5%
BlackRock
4
BlackRock
New York
$324M 4,961,778 -133,969 -3%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$228M 3,498,393 +506,040 +17%
Morgan Stanley
6
Morgan Stanley
New York
$223M 3,412,628 -21,222 -0.6%
BL
7
Balentine LLC
Georgia
$152M 2,330,206 +51,690 +2%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$136M 2,078,064 -48,618 -2%
WBG
9
Wharton Business Group
Pennsylvania
$105M 1,605,074 +75,270 +5%
SAM
10
Securian Asset Management
Minnesota
$76.2M 1,168,448 -9,800 -0.8%
Financial Engines Advisors
11
Financial Engines Advisors
California
$65.5M 1,003,782 -28,303 -3%
Ameriprise
12
Ameriprise
Minnesota
$64.5M 989,719 +32,923 +3%
LPL Financial
13
LPL Financial
California
$60.4M 926,778 +18,318 +2%
SEI Investments
14
SEI Investments
Pennsylvania
$59.9M 917,773 +193 +0%
Wells Fargo
15
Wells Fargo
California
$50M 766,654 -49,349 -6%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$48.1M 736,814 -52,324 -7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$45.5M 697,241 +212,371 +44%
UBS Group
18
UBS Group
Switzerland
$43.6M 668,015 -14,063 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$34.2M 523,907 +127,148 +32%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$32.3M 495,342 -1,045 -0.2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$31M 474,690 +474,690 New
AllianceBernstein
22
AllianceBernstein
Tennessee
$30.8M 471,633 +5,119 +1%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$29M 444,115 +444,115 New
HI
24
Horizon Investments
North Carolina
$25.2M 385,769 +15,827 +4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$24.9M 381,344 -43,179 -10%
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