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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 %
OBWP
26
O'Brien Wealth Partners
Massachusetts
$44.4M -$6.19M -84,491 -12%
MML Investors Services
27
MML Investors Services
Massachusetts
$43.2M +$1.91M +26,341 +5%
CA
28
Cetera Advisors
Colorado
$41.4M +$192K +2,650 +0.5%
LFA
29
Legacy Financial Advisors
Kentucky
$39.7M +$1.15M +15,816 +3%
Mariner
30
Mariner
Kansas
$38.6M +$4.37M +60,140 +13%
BCM
31
Brookstone Capital Management
Illinois
$36.6M +$14.1M +194,028 +63%
UCFA
32
United Capital Financial Advisors
Texas
$35.5M +$3.05M +42,020 +9%
MMA
33
Miracle Mile Advisors
California
$33.2M +$332K +4,570 +1%
BWA
34
Burt Wealth Advisors
Maryland
$32.9M +$76.1K +1,047 +0.2%
NNP
35
Nachman Norwood & Parrott
South Carolina
$32.5M +$768K +10,575 +2%
RJA
36
Raymond James & Associates
Florida
$31.9M +$1.44M +19,888 +5%
TWM
37
Tanglewood Wealth Management
Texas
$30.6M +$29.7M +408,217 +3,152%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$30.3M +$6.94M +95,550 +30%
GGI
39
Godsey & Gibb Inc
Virginia
$30M +$840K +11,564 +3%
FA
40
Financial Advisors
Massachusetts
$27.4M +$2.13M +29,314 +8%
FM
41
Foster & Motley
Ohio
$27.3M -$118K -1,618 -0.4%
CPSAC
42
Chas P. Smith & Associates (CPS)
Florida
$24.7M +$1.32M +18,128 +6%
BTS
43
BB&T Securities
Virginia
$23.8M +$628K +8,640 +3%
PAG
44
Private Advisor Group
New Jersey
$22.8M +$482K +6,636 +2%
HCA
45
Heck Capital Advisors
Wisconsin
$22M +$845K +11,634 +4%
PWA
46
Peterson Wealth Advisors
Utah
$21M +$1.35M +18,640 +7%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$20.8M +$3.16M +43,492 +18%
NAM
48
North American Management
Massachusetts
$20M +$792K +10,904 +4%
SI
49
SimpliFi Inc
California
$19.9M -$5.3K -73 -0%
CAN
50
Cetera Advisor Networks
California
$19.2M +$1.57M +21,676 +9%
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