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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

519 hedge funds and large institutions have $6.63B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 185 increasing their positions, 235 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-28
Holders Change %
-5.12%
% of All Funds
10.67%
Holding in Top 10
76
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.59%
% of All Funds
1.56%
New
45
Increased
185
Reduced
235
Closed
71
Calls
$6.41M
Puts
–
Net Calls
+$6.41M
Net Calls Change
+$251K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$70M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$37M
3
SEI Investments
SEI Investments
Pennsylvania
+$21.9M
4
SP
Symmetry Partners
Connecticut
+$16.6M
5
JWM
Janiczek Wealth Management
Colorado
+$16.3M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$130M
2
Bank of America
Bank of America
North Carolina
-$94.3M
3
RIG
RiverFront Investment Group
Virginia
-$42.3M
4
Ameriprise
Ameriprise
Minnesota
-$34.8M
5
UBS Group
UBS Group
Switzerland
-$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
51
Monterey Private Wealth
California
$20.9M -$2.14M -32,371 -9%
SI
52
SimpliFi Inc
California
$20.1M +$1.47M +22,215 +8%
HCA
53
Heck Capital Advisors
Wisconsin
$19.9M +$3.2M +48,470 +19%
VCM
54
Verde Capital Management
Michigan
$18.9M +$986K +14,929 +6%
GT
55
Glenmede Trust
Pennsylvania
$18.8M +$14.6M +221,242 +352%
SP
56
Symmetry Partners
Connecticut
$18.7M +$16.6M +251,743 +821%
SPIA
57
Steward Partners Investment Advisory
New York
$18.5M +$1.74M +26,380 +10%
MMA
58
Miracle Mile Advisors
California
$18.4M -$2.26M -34,212 -11%
PWP
59
Personal Wealth Partners
Minnesota
$18.3M -$80.1K -1,212 -0.4%
CA
60
Cetera Advisors
Colorado
$18.1M -$13.4M -202,928 -43%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$18M +$246K +3,722 +1%
JWM
62
Janiczek Wealth Management
Colorado
$17M +$16.3M +246,023 +2,188%
COF
63
Capital One Financial
Virginia
$16.8M +$5.89M +89,153 +54%
MWA
64
MFA Wealth Advisors
Pennsylvania
$16.4M +$13.8M +208,950 +522%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$16.3M +$3M +45,415 +23%
Comerica Bank
66
Comerica Bank
Texas
$15.8M +$2M +29,388 +14%
PAG
67
Private Advisor Group
New Jersey
$15.8M -$5.18M -78,461 -25%
Stifel Financial
68
Stifel Financial
Missouri
$15.5M -$2.47M -37,386 -14%
PA
69
Prism Advisors
California
$15.1M +$15.1M +228,723 New
FMT
70
First Mercantile Trust
Tennessee
$14.6M +$205K +3,138 +1%
ONST
71
Old North State Trust
North Carolina
$14.1M +$575K +8,705 +4%
LS
72
Liquid Strategies
Georgia
$13.8M -$8.67M -131,205 -39%
CAN
73
Cetera Advisor Networks
California
$13.6M -$1.44M -21,791 -10%
APW
74
Austin Private Wealth
Texas
$13.4M -$27.6K -418 -0.2%
IWS
75
Insight Wealth Strategies
California
$12.9M +$1.96M +29,682 +18%
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