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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 %
HCA
51
Heck Capital Advisors
Wisconsin
$21.1M -$1.16M -15,837 -5%
CAN
52
Cetera Advisor Networks
California
$20.9M +$1.52M +20,707 +8%
Jane Street
53
Jane Street
New York
$20.8M +$20.8M +284,368 New
NAM
54
North American Management
Massachusetts
$20.3M +$140K +1,914 +0.7%
SI
55
SimpliFi Inc
California
$20.3M +$191K +2,605 +0.9%
SB
56
Suntrust Banks
Georgia
$18.8M +$892K +12,176 +5%
Comerica Bank
57
Comerica Bank
Texas
$18.3M -$875K -11,742 -5%
Stifel Financial
58
Stifel Financial
Missouri
$17.6M +$236K +3,216 +1%
SPIA
59
Steward Partners Investment Advisory
New York
$17.2M +$1.25M +17,003 +8%
SPC
60
Sigma Planning Corp
Michigan
$17.1M +$5.86M +79,983 +52%
PWP
61
Personal Wealth Partners
Minnesota
$17M +$17M +231,309 New
GGI
62
Godsey & Gibb Inc
Virginia
$16.2M -$14M -191,592 -46%
PCFFS
63
Pacific Center for Financial Services
California
$15.9M +$620K +8,465 +4%
MCM
64
MV Capital Management
Maryland
$15.1M -$655K -8,932 -4%
JPMPWA
65
J.P. Morgan Private Wealth Advisors
California
$14.9M +$9.95M +135,787 +202%
HFA
66
High Falls Advisors
New York
$14.6M +$4.52M +61,623 +45%
FCA
67
FLC Capital Advisors
California
$14.3M +$130K +1,771 +0.9%
QI
68
QS Investors
New York
$14.3M -$4.73M -64,586 -25%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$13.8M -$483K -6,594 -3%
CG
70
Colony Group
Massachusetts
$13.7M -$87.3K -1,191 -0.6%
LNC
71
Lincoln National Corp
Pennsylvania
$13.7M -$354K -4,836 -3%
LFAS
72
Level Four Advisory Services
Texas
$13.5M -$347K -4,733 -3%
PFM
73
Peak Financial Management
Massachusetts
$13.3M +$316K +4,315 +2%
CIC
74
Cutler Investment Counsel
Oregon
$13.1M +$312K +4,252 +2%
PFA
75
Pettinga Financial Advisors
Indiana
$12.9M -$2.24M -30,587 -15%
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