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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

258 hedge funds and large institutions have $3.95B invested in iShares MSCI EAFE Min Vol Factor ETF in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+22
Holders Change %
+9.32%
% of All Funds
6.44%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.82%
New
38
Increased
120
Reduced
73
Closed
14
Calls
–
Puts
$1.55M
Net Calls
-$1.55M
Net Calls Change
-$810K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$713M
2
PCM
Price Capital Management
Louisiana
$41.3M
3
USAA
United Services Automobile Association
Texas
$198M
4
Ameriprise
Ameriprise
Minnesota
$363M
5
MML Investors Services
MML Investors Services
Massachusetts
$21.1M

Top Sellers

1
State Street
State Street
Massachusetts
$2.05M
2
AL
Aspiriant LLC
California
$2.58M
3
WIM
Windhaven Investment Management
Massachusetts
$157M
4
QI
QS Investors
New York
$114M
5
LFAS
Level Four Advisory Services
Texas
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$22.3M +$1.42M +20,458 +7%
MML Investors Services
27
MML Investors Services
Massachusetts
$21.1M +$21.1M +305,221 New
PAG
28
Private Advisor Group
New Jersey
$21.1M +$1.33M +19,414 +7%
FM
29
Foster & Motley
Ohio
$20.5M -$442K -6,381 -2%
EC
30
Estate Counselors
Wisconsin
$20.4M -$720K -10,400 -3%
LFAS
31
Level Four Advisory Services
Texas
$20.2M -$4.94M -74,702 -20%
OBWP
32
O'Brien Wealth Partners
Massachusetts
$19.4M +$1.78M +25,728 +10%
PFM
33
Peak Financial Management
Massachusetts
$18.3M +$16.5K +238 +0.1%
AG
34
Advisor Group
Arizona
$17.8M +$2.57M +37,066 +17%
FHA
35
First Horizon Advisors
Tennessee
$16M +$1.01M +14,366 +7%
HCA
36
Heck Capital Advisors
Wisconsin
$15.9M +$209K +3,024 +1%
CPSAC
37
Chas P. Smith & Associates (CPS)
Florida
$15.8M +$1.08M +15,595 +7%
HA
38
Hamel Associates
New Jersey
$15.6M +$6.39M +92,286 +70%
REMPR
39
Roof Eidam Maycock Peralta (REMP)
California
$15.5M -$565K -8,160 -4%
Goldman Sachs
40
Goldman Sachs
New York
$15.1M +$119K +1,714 +0.8%
Comerica Bank
41
Comerica Bank
Texas
$14.4M -$658K -9,391 -4%
NAM
42
North American Management
Massachusetts
$13.6M +$513K +7,415 +4%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$13M +$13M +188,103 New
ACP
44
Arcus Capital Partners
Georgia
$13M +$710K +10,248 +6%
RJA
45
Raymond James & Associates
Florida
$12.9M +$2.64M +38,145 +26%
MWM
46
Mascoma Wealth Management
New Hampshire
$12.5M +$2.1M +30,353 +20%
AWMS
47
Advocacy Wealth Management Services
Georgia
$12.3M -$2.79M -40,354 -19%
CG
48
Colony Group
Massachusetts
$12.2M +$12.2M +176,725 New
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$12.2M -$690K -9,967 -5%
SFA
50
Stewardship Financial Advisors
Georgia
$11.9M +$3.74M +54,026 +46%
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