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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

586 hedge funds and large institutions have $7.02B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 155 increasing their positions, 233 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+68
Holders Change %
+13.13%
% of All Funds
10.4%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.28%
New
109
Increased
155
Reduced
233
Closed
34
Calls
$8.66M
Puts
$458K
Net Calls
+$8.2M
Net Calls Change
+$445K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.3M
2
FI
FormulaFolio Investments
Michigan
+$19.4M
3
HighTower Advisors
HighTower Advisors
Illinois
+$15.6M
4
AHC
Anderson Hoagland & Co
Missouri
+$11.6M
5
MFG
Merit Financial Group
Georgia
+$5.44M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$121M
2
Bank of America
Bank of America
North Carolina
-$56M
3
HI
Horizon Investments
North Carolina
-$46.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$33.2M
5
Morgan Stanley
Morgan Stanley
New York
-$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
476
Glassman Wealth Services
Virginia
$180K – – –
WEC
477
Winslow Evans & Crocker
Massachusetts
$175K +$146K +1,991 +504%
PWM
478
Perigon Wealth Management
California
$171K +$171K +2,336 New
CWM
479
Cedar Wealth Management
California
$169K – – –
AF
480
Advisornet Financial
Minnesota
$165K +$7.33K +100 +5%
Rockefeller Capital Management
481
Rockefeller Capital Management
New York
$163K -$5.58K -76 -3%
PA
482
Parallel Advisors
California
$154K +$2.28K +31 +2%
WTC
483
WhitTier Trust Company
Nevada
$149K – – –
TPWA
484
TRUE Private Wealth Advisors
Oregon
$149K +$13.8K +189 +10%
OIM
485
Oder Investment Management
California
$144K +$144K +1,953 New
BWM
486
Birchcreek Wealth Management
Ohio
$143K +$143K +1,959 New
CIA
487
Choate Investment Advisors
Massachusetts
$140K -$303K -4,137 -68%
PWM
488
Provident Wealth Management
Tennessee
$140K -$15.4K -210 -10%
APWA
489
Atlas Private Wealth Advisors
New Jersey
$140K -$737 -10 -0.5%
WT
490
Washington Trust
Rhode Island
$134K – – –
OFG
491
Oxford Financial Group
Indiana
$126K – – –
CFN
492
Cordasco Financial Network
Florida
$123K – – –
COCM
493
Charter Oak Capital Management
New Hampshire
$117K +$117K +1,594 New
AIC
494
Archer Investment Corporation
Indiana
$117K -$21.7K -295 -16%
VFA
495
Valeo Financial Advisors
Indiana
$116K +$2.21K +30 +2%
TRCT
496
Tower Research Capital (TRC)
New York
$109K +$78K +1,063 +252%
ACA
497
Atlas Capital Advisors
Wyoming
$106K +$106K +1,450 New
Barclays
498
Barclays
United Kingdom
$101K – – –
RWG
499
Regal Wealth Group
California
$101K – – –
LDFR
500
Lehman & Derafelo Financial Resources
Pennsylvania
$101K – – –
18 19
20
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