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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 %
CA
26
Cetera Advisors
Colorado
$47.2M +$5.44M +74,262 +13%
BCM
27
Brookstone Capital Management
Illinois
$46.1M +$9.17M +125,129 +25%
OBWP
28
O'Brien Wealth Partners
Massachusetts
$45.5M +$1.02M +13,966 +2%
Mariner
29
Mariner
Kansas
$45.3M +$6.33M +86,329 +16%
NA
30
Nottingham Advisors
New York
$45.2M -$3.09M -41,989 -6%
LFA
31
Legacy Financial Advisors
Kentucky
$41.8M +$1.69M +23,108 +4%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$41.4M +$10.9M +148,682 +36%
MML Investors Services
33
MML Investors Services
Massachusetts
$40.1M -$3.49M -47,580 -8%
PI
34
PFS Investments
Georgia
$39M +$39M +532,281 New
UCFA
35
United Capital Financial Advisors
Texas
$37.6M +$1.72M +23,405 +5%
BWA
36
Burt Wealth Advisors
Maryland
$33.1M -$28.5K -389 -0.1%
NNP
37
Nachman Norwood & Parrott
South Carolina
$32.8M +$42.9K +585 +0.1%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$29.7M +$8.81M +120,186 +42%
RJA
39
Raymond James & Associates
Florida
$29.7M -$2.52M -34,440 -8%
BTS
40
BB&T Securities
Virginia
$29.2M +$5.18M +70,672 +22%
MMA
41
Miracle Mile Advisors
California
$29.1M -$4.45M -60,785 -13%
FA
42
Financial Advisors
Massachusetts
$28.8M +$1.2M +16,348 +4%
FM
43
Foster & Motley
Ohio
$28.4M +$881K +12,028 +3%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$25.6M +$14.6M +199,804 +134%
CPSAC
45
Chas P. Smith & Associates (CPS)
Florida
$25.1M +$213K +2,901 +0.9%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$24.1M -$18.9M – –
TNBTD
47
Trustmark National Bank Trust Department
Mississippi
$23.6M +$4.46M +60,896 +23%
EC
48
Estate Counselors
Wisconsin
$23.3M +$6.67M +90,955 +40%
PAG
49
Private Advisor Group
New Jersey
$23.1M +$40.6K +553 +0.2%
PWA
50
Peterson Wealth Advisors
Utah
$21.8M +$678K +9,255 +3%
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