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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

484 hedge funds and large institutions have $6.31B invested in iShares MSCI EAFE Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 120 increasing their positions, 221 reducing their positions, and 45 closing their positions.

Holders
484
Holders Change
+16
Holders Change %
+3.42%
% of All Funds
7.1%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.21%
New
68
Increased
120
Reduced
221
Closed
45
Calls
$340K
Puts
$7K
Net Calls
+$333K
Net Calls Change
+$157K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$956M
2
Morgan Stanley
2
Morgan Stanley
New York
$336M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$278M
4
WBG
4
Wharton Business Group
Pennsylvania
$139M
5
S
5
SimplyRich
California
$13M

Top Sellers

1
BL
1
Balentine LLC
Georgia
$2.2M
2
Bank of America
2
Bank of America
North Carolina
$2.17B
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$25.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18.8M
5
OPAM
5
Ocean Park Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.17B 31,252,326 -596,413 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$956M 13,784,618 +1,466,769 +12%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$360M 5,191,062 +178,690 +4%
BlackRock
4
BlackRock
New York
$337M 4,864,526 -97,252 -2%
Morgan Stanley
5
Morgan Stanley
New York
$336M 4,850,328 +1,437,700 +42%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$278M 4,002,332 +503,939 +14%
WBG
7
Wharton Business Group
Pennsylvania
$139M 1,998,105 +393,031 +24%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$133M 1,914,859 -163,205 -8%
SAM
9
Securian Asset Management
Minnesota
$78.1M 1,126,448 -42,000 -4%
Financial Engines Advisors
10
Financial Engines Advisors
California
$70.9M 1,022,614 +18,832 +2%
Ameriprise
11
Ameriprise
Minnesota
$65.6M 938,335 -51,384 -5%
LPL Financial
12
LPL Financial
California
$62.3M 899,038 -27,740 -3%
SEI Investments
13
SEI Investments
Pennsylvania
$61M 880,289 -37,484 -4%
Wells Fargo
14
Wells Fargo
California
$50.4M 726,701 -39,953 -5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$42.4M 611,307 -85,934 -12%
UBS Group
16
UBS Group
Switzerland
$41.4M 596,791 -71,224 -11%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$34.4M 495,433 +91 +0%
AllianceBernstein
18
AllianceBernstein
Tennessee
$32.3M 465,219 -6,414 -1%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$26.6M 383,758 -60,357 -14%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$26M 375,107 -6,237 -2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$25.1M 362,492 -374,322 -51%
HI
22
Horizon Investments
North Carolina
$24.5M 353,504 -32,265 -8%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$24.2M 348,951 -125,739 -26%
Charles Schwab
24
Charles Schwab
California
$22.1M 318,246 -17,173 -5%
IWS
25
Insight Wealth Strategies
California
$21.3M 306,908 -13,834 -4%
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