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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

341 hedge funds and large institutions have $4.8B invested in iShares MSCI EAFE Min Vol Factor ETF in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 147 increasing their positions, 112 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+8
Holders Change %
+2.4%
% of All Funds
7.82%
Holding in Top 10
45
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.03%
New
35
Increased
147
Reduced
112
Closed
25
Calls
–
Puts
$309K
Net Calls
-$309K
Net Calls Change
-$948K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$151M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$109M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$50.5M
4
Ameriprise
Ameriprise
Minnesota
$479M
5
CWM
Cornerstone Wealth Management
Missouri
$27.3M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
AllianceBernstein
AllianceBernstein
Tennessee
$103M
3
Wells Fargo
Wells Fargo
California
$125M
4
PAG
Private Advisor Group
New Jersey
$8.7M
5
VF
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$13.8M -$638K -8,972 -4%
PCFFS
52
Pacific Center for Financial Services
California
$13.6M +$551K +7,752 +4%
REMPR
53
Roof Eidam Maycock Peralta (REMP)
California
$13.5M -$786K -11,047 -5%
SPC
54
Sigma Planning Corp
Michigan
$13.4M -$425K -5,969 -3%
PFM
55
Peak Financial Management
Massachusetts
$13.3M -$373K -5,240 -3%
SB
56
Suntrust Banks
Georgia
$11.7M -$450K -6,330 -4%
Comerica Bank
57
Comerica Bank
Texas
$10.9M -$330K -4,577 -3%
CB
58
Community Bank
New York
$10.9M +$2.13M +29,900 +24%
CAN
59
Cetera Advisor Networks
California
$10.8M +$605K +8,511 +6%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$10.7M -$346K -4,862 -3%
SMG
61
Smart Money Group
Texas
$10.6M -$114K -1,604 -1%
SFA
62
Stewardship Financial Advisors
Georgia
$9.54M -$3.1M -43,555 -25%
QA
63
Quantitative Advantage
Minnesota
$9.29M +$9.29M +130,571 New
FCT
64
Family Capital Trust
Massachusetts
$9.18M +$78.4K +1,102 +0.9%
BWA
65
BDO Wealth Advisors
Florida
$9.05M +$646K +9,084 +8%
PAG
66
Private Advisor Group
New Jersey
$8.7M -$10.3M -145,633 -54%
MWM
67
Mascoma Wealth Management
New Hampshire
$8.68M +$2.14M +30,119 +33%
GWM
68
Geneos Wealth Management
Colorado
$8.24M -$3M -42,223 -27%
SI
69
SimpliFi Inc
California
$8.12M +$389K +5,474 +5%
CG
70
Colony Group
Massachusetts
$8.05M +$87.1K +1,225 +1%
S
71
SimplyRich
California
$7.61M +$32.2K +452 +0.4%
BTS
72
BB&T Securities
Virginia
$7.58M +$1.31M +18,358 +21%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$7.56M +$157K +2,201 +2%
BEAM
74
Baker Ellis Asset Management
Washington
$7.44M -$203K -2,850 -3%
MIH
75
Madison Investment Holdings
Wisconsin
$7.02M +$1.24M +17,465 +22%
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