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iShares MSCI EAFE Min Vol Factor ETF

236 hedge funds and large institutions have $3.5B invested in iShares MSCI EAFE Min Vol Factor ETF in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 91 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-11
Holders Change %
-4.45%
% of All Funds
5.88%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.7%
New
30
Increased
91
Reduced
89
Closed
31
Calls
$993K
Puts
$1.73M
Net Calls
-$737K
Net Calls Change
+$132K
Name Holding Trade Value Shares
Change
Shares
Change %
HA
51
Hamel Associates
New Jersey
$8.74M +$208K +3,150 +2%
BCI
52
Brinker Capital Investments
Pennsylvania
$8.71M -$23.2M -350,838 -73%
TNBTD
53
Trustmark National Bank Trust Department
Mississippi
$8.54M -$533K -8,079 -6%
CAN
54
Cetera Advisor Networks
California
$8.16M -$3.91M -59,071 -32%
CBT
55
Central Bank & Trust
Kentucky
$7.98M -$1.24M -18,798 -13%
SPC
56
Sigma Planning Corp
Michigan
$7.84M +$590K +8,935 +8%
SFA
57
Stewardship Financial Advisors
Georgia
$7.78M -$1.43M -21,662 -16%
PMG
58
ProVise Management Group
Florida
$7.7M +$256K +3,878 +3%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$7.49M -$132K -1,997 -2%
ICOA
60
Investment Centers of America
North Dakota
$7.38M -$1.09M -16,456 -13%
BEAM
61
Baker Ellis Asset Management
Washington
$6.84M +$36.3K +550 +0.5%
SCM
62
Stonehearth Capital Management
Massachusetts
$6.6M -$117K -1,768 -2%
AI
63
Atria Investments
North Carolina
$6.53M -$1.03M -15,572 -14%
SWP
64
Stratos Wealth Partners
Ohio
$6.46M +$1.69M +25,641 +36%
PL
65
Parkwood LLC
Ohio
$6.42M -$2.51M -38,000 -28%
JIC
66
JRM Investment Counsel
Nebraska
$6.41M -$843K -12,777 -12%
CB
67
Community Bank
New York
$6.38M +$12.5K +190 +0.2%
CWM
68
Calamos Wealth Management
Illinois
$6.24M -$1.32M -19,966 -17%
Kayne Anderson Rudnick Investment Management
69
Kayne Anderson Rudnick Investment Management
California
$6.22M +$396K +5,996 +7%
FCT
70
Family Capital Trust
Massachusetts
$5.96M -$12.1K -180 -0.2%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$5.86M -$18M -273,445 -76%
BC
72
Brinker Capital
Pennsylvania
$5.65M -$1.39M -20,997 -20%
MI
73
Moneywise Inc
Virginia
$5.54M +$59.3K +899 +1%
GWM
74
Geneos Wealth Management
Colorado
$5.41M +$3.2M +48,557 +146%
CAL
75
Capital Advisors Ltd
Ohio
$5.35M +$380K +5,751 +8%