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iShares MSCI EAFE Min Vol Factor ETF

518 hedge funds and large institutions have $6.92B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 177 increasing their positions, 221 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
10.48%
Holding in Top 10
70
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-7.89%
% of All Funds
1.42%
New
37
Increased
177
Reduced
221
Closed
34
Calls
$7.76M
Puts
Net Calls
+$7.76M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Shares
Change %
UCFA
51
United Capital Financial Advisors
Texas
$25.6M -$3.83M -56,264 -13%
NAM
52
North American Management
Massachusetts
$25.1M +$1.99M +29,221 +9%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$24.7M -$22.5M
Truist Financial
54
Truist Financial
North Carolina
$23.7M -$4.8M -70,459 -17%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$23.5M +$6.69M +98,264 +40%
TNBTD
56
Trustmark National Bank Trust Department
Mississippi
$23.1M -$67.7K -993 -0.3%
EC
57
Estate Counselors
Wisconsin
$22.9M +$1.24M +18,260 +6%
PWA
58
Peterson Wealth Advisors
Utah
$22M -$120K -1,767 -0.5%
MPW
59
Monterey Private Wealth
California
$21.4M -$137K -2,018 -0.6%
SPIA
60
Steward Partners Investment Advisory
New York
$21.3M +$2.27M +33,277 +12%
VCM
61
Verde Capital Management
Michigan
$20.8M +$1.33M +19,586 +7%
PWP
62
Personal Wealth Partners
Minnesota
$19.3M +$444K +6,519 +2%
SP
63
Symmetry Partners
Connecticut
$18.8M -$397K -5,833 -2%
Creative Planning
64
Creative Planning
Kansas
$16.4M +$15.5M +226,899 +1,654%
GT
65
Glenmede Trust
Pennsylvania
$16.3M -$3.09M -45,394 -16%
IWS
66
Insight Wealth Strategies
California
$16.2M +$2.93M +43,051 +22%
FMT
67
First Mercantile Trust
Tennessee
$16.1M +$485K +6,898 +3%
JWM
68
Janiczek Wealth Management
Colorado
$16.1M -$1.47M -21,565 -8%
PAG
69
Private Advisor Group
New Jersey
$15.7M -$498K -7,355 -3%
PA
70
Prism Advisors
California
$15.7M +$80.8K +1,186 +0.5%
Stifel Financial
71
Stifel Financial
Missouri
$15.3M -$610K -8,959 -4%
CA
72
Cetera Advisors
Colorado
$15.2M -$3.44M -50,537 -18%
CCWA
73
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.2M +$2.23M +32,695 +17%
APW
74
Austin Private Wealth
Texas
$14.7M +$896K +13,146 +6%
BCI
75
Brinker Capital Investments
Pennsylvania
$14.5M +$1.27M +18,575 +10%