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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

435 hedge funds and large institutions have $6.85B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 198 increasing their positions, 132 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+7
Holders Change %
+1.64%
% of All Funds
9.46%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
1.31%
New
45
Increased
198
Reduced
132
Closed
32
Calls
$6.59M
Puts
$479K
Net Calls
+$6.11M
Net Calls Change
-$1.17M

Top Buyers

1
TWM
Tanglewood Wealth Management
Texas
+$29.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$25.8M
3
HSA
HBK Sorce Advisory
Pennsylvania
+$25.6M
4
BlackRock
BlackRock
New York
+$20.4M
5
MIH
Madison Investment Holdings
Wisconsin
+$15M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
2
TF
Tompkins Financial
New York
-$40.3M
3
QI
QS Investors
New York
-$31.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$29.2M
5
Bank of America
Bank of America
North Carolina
-$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
276
Kingsview Wealth Management
Oregon
$550K +$550K +7,570 New
WWM
277
Western Wealth Management
Colorado
$544K -$23.4K -323 -4%
SPI
278
Santori & Peters Inc
Pennsylvania
$538K +$538K +7,414 New
PA
279
Parallel Advisors
California
$533K +$10.2K +141 +2%
OCM
280
Oakwood Capital Management
California
$524K -$2.02M -27,855 -79%
JFG
281
JMG Financial Group
Illinois
$524K +$99.3K +1,367 +23%
VWA
282
VERITY Wealth Advisors
United States
$523K -$335K -4,616 -39%
DP
283
Denver PWM
Colorado
$519K +$35.9K +501 +7%
MFW
284
Mosaic Family Wealth
Missouri
$512K +$325K +4,474 +174%
LWM
285
Liberty Wealth Management
California
$499K +$2.54K +35 +0.5%
PIA
286
Pinion Investment Advisors
Kansas
$493K +$203K +2,791 +70%
LC
287
Landaas & Company
Wisconsin
$492K +$35.8K +493 +8%
Wolverine Trading
288
Wolverine Trading
Illinois
$492K +$492K +6,770 New
IWM
289
IHT Wealth Management
Illinois
$489K +$132K +1,812 +37%
PPP
290
Private Portfolio Partners
New Jersey
$469K -$100K -1,375 -18%
LA
291
LexAurum Advisors
Kansas
$467K +$51.5K +709 +12%
FNT
292
First National Trust
Pennsylvania
$461K -$29.2K -401 -6%
PP
293
Prudential plc
United Kingdom
$450K -$174K -2,400 -28%
Bank of New York Mellon
294
Bank of New York Mellon
New York
$447K +$63K +869 +16%
FFA
295
First Foundation Advisors
California
$442K +$8.43K +116 +2%
TA
296
Tiedemann Advisors
New York
$441K +$441K +6,075 New
Cerity Partners
297
Cerity Partners
New York
$439K +$439K +6,046 New
PWLP
298
Prio Wealth Limited Partnership
Massachusetts
$435K – – –
Bessemer Group
299
Bessemer Group
New Jersey
$431K – – –
EAM
300
Evanson Asset Management
California
$426K -$27.1K -374 -6%
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