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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

450 hedge funds and large institutions have $7.36B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 210 increasing their positions, 123 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
+15
Holders Change %
+3.45%
% of All Funds
9.88%
Holding in Top 10
66
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10%
% of All Funds
1.45%
New
46
Increased
210
Reduced
123
Closed
28
Calls
$7.53M
Puts
–
Net Calls
+$7.53M
Net Calls Change
+$1.42M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$178M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$72.1M
3
SIRP
Shelter Insurance Retirement Plan
Missouri
+$60.4M
4
PI
PFS Investments
Georgia
+$39M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$33.1M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$190M
2
TWM
Tanglewood Wealth Management
Texas
-$28.1M
3
Bank of America
Bank of America
North Carolina
-$24.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.9M
5
GGI
Godsey & Gibb Inc
Virginia
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
451
Larson Financial Group
Missouri
$1K – – –
IF
452
Ironwood Financial
Arizona
$1K – – –
USAA
453
United Services Automobile Association
Texas
– -$190M -2,621,400 Closed
RCAG
454
Rehmann Capital Advisory Group
Michigan
– -$9.25M -127,307 Closed
Millennium Management
455
Millennium Management
New York
– -$3.41M -46,870 Closed
EWM
456
Executive Wealth Management
Michigan
– -$2.08M -28,593 Closed
WP
457
WealthSource Partners
California
– -$957K -13,180 Closed
BCA
458
Bay Colony Advisors
Massachusetts
– -$848K -11,670 Closed
IFWM
459
Institute for Wealth Management
Colorado
– -$690K -9,493 Closed
TA
460
Tiedemann Advisors
New York
– -$441K -6,075 Closed
BA
461
Bristlecone Advisors
Washington
– -$381K -5,245 Closed
WAOTB
462
Wealth Advisors of Tampa Bay
Florida
– -$320K -4,406 Closed
WCM
463
WealthBridge Capital Management
Ohio
– -$274K -4,104 Closed
SI
464
Stephens Inc
Arkansas
– -$294K -4,054 Closed
ESB
465
Essex Savings Bank
Connecticut
– -$254K -3,499 Closed
AWA
466
Arete Wealth Advisors
Illinois
– -$237K -3,265 Closed
FMC
467
First Merchants Corp
Indiana
– -$218K -3,000 Closed
MWM
468
Mission Wealth Management
California
– -$218K -3,000 Closed
MWM
469
Meridian Wealth Management
Kentucky
– -$1.91K -2,626 Closed
CWA
470
Clarus Wealth Advisors
Arizona
– -$80K -1,100 Closed
QAM
471
QCI Asset Management
New York
– -$53K -724 Closed
GI
472
Gradient Investments
Minnesota
– -$50K -682 Closed
MAU
473
MRA Associates USA
Arizona
– -$49.3K -679 Closed
NC
474
NewSquare Capital
Pennsylvania
– -$42K -576 Closed
RFA
475
Reilly Financial Advisors
California
– -$23K -313 Closed
16 17 18
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