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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

562 hedge funds and large institutions have $6.18B invested in iShares MSCI EAFE Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 147 increasing their positions, 272 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-24
Holders Change %
-4.1%
% of All Funds
9.9%
Holding in Top 10
52
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-27.78%
% of All Funds
0.92%
New
41
Increased
147
Reduced
272
Closed
59
Calls
$7.63M
Puts
$593K
Net Calls
+$7.03M
Net Calls Change
-$1.17M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$454M
2
Citadel Advisors
Citadel Advisors
Florida
$71M
3
HI
Horizon Investments
North Carolina
$54.1M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$23.3M
5
Charles Schwab
Charles Schwab
California
$117M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$217M
2
Bank of America
Bank of America
North Carolina
$666M
3
MFG
Merit Financial Group
Georgia
$13.8M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$273M
5
Morgan Stanley
Morgan Stanley
New York
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBFS
26
First Business Financial Services
Wisconsin
$46M -$1.46M -20,058 -3%
WPW
27
Waldron Private Wealth
Pennsylvania
$45.9M +$390K +5,350 +0.9%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$42.2M -$4.27M -58,477 -9%
RJA
29
Raymond James & Associates
Florida
$41.1M -$10.7M -146,164 -21%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$40.8M -$544K -7,455 -1%
PI
31
PFS Investments
Georgia
$37.3M -$3.5M -47,922 -9%
COF
32
Capital One Financial
Virginia
$37M +$1.67M +22,888 +5%
MMA
33
Miracle Mile Advisors
California
$36M +$6.14M +84,115 +21%
BWA
34
Burt Wealth Advisors
Maryland
$35.7M +$809K +11,084 +2%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$35.6M +$5.46M +74,854 +18%
FA
36
Financial Advisors
Massachusetts
$35.4M +$1.28M +17,504 +4%
BCM
37
Brookstone Capital Management
Illinois
$29.9M -$6.62M -90,727 -18%
Mariner
38
Mariner
Kansas
$28.9M -$10.9M -149,729 -27%
NAM
39
North American Management
Massachusetts
$27.6M +$373K +5,113 +1%
IWS
40
Insight Wealth Strategies
California
$27.5M +$10.9M +149,985 +66%
PWA
41
Peterson Wealth Advisors
Utah
$26.6M +$1.67M +22,894 +7%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$24.5M -$43.7M – –
NA
43
Nottingham Advisors
New York
$24.3M -$3.8M -51,859 -14%
TNBTD
44
Trustmark National Bank Trust Department
Mississippi
$24M -$1.21M -16,618 -5%
MML Investors Services
45
MML Investors Services
Massachusetts
$23.8M -$3.34M -45,728 -12%
HighTower Advisors
46
HighTower Advisors
Illinois
$23.4M +$2.8M +38,418 +14%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$23.3M +$14.4M +197,426 +162%
LFA
48
Legacy Financial Advisors
Kentucky
$23M -$69.2K -948 -0.3%
QI
49
QS Investors
New York
$21.9M +$3.03M +41,507 +16%
UCFA
50
United Capital Financial Advisors
Texas
$20.4M -$3.67M -50,288 -15%
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