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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

586 hedge funds and large institutions have $7.02B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 155 increasing their positions, 233 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+68
Holders Change %
+13.13%
% of All Funds
10.4%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.28%
New
109
Increased
155
Reduced
233
Closed
34
Calls
$8.66M
Puts
$458K
Net Calls
+$8.2M
Net Calls Change
+$445K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.3M
2
FI
FormulaFolio Investments
Michigan
+$19.4M
3
HighTower Advisors
HighTower Advisors
Illinois
+$15.6M
4
AHC
Anderson Hoagland & Co
Missouri
+$11.6M
5
MFG
Merit Financial Group
Georgia
+$5.44M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$121M
2
Bank of America
Bank of America
North Carolina
-$56M
3
HI
Horizon Investments
North Carolina
-$46.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$33.2M
5
Morgan Stanley
Morgan Stanley
New York
-$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
51
Legacy Financial Advisors
Kentucky
$23.2M -$9.68M -131,805 -29%
MPW
52
Monterey Private Wealth
California
$22.4M -$648K -8,827 -3%
SPIA
53
Steward Partners Investment Advisory
New York
$21.7M -$1.3M -17,722 -6%
PWP
54
Personal Wealth Partners
Minnesota
$21.3M +$519K +7,076 +3%
Truist Financial
55
Truist Financial
North Carolina
$20.9M -$4.74M -64,550 -19%
HighTower Advisors
56
HighTower Advisors
Illinois
$20.7M +$15.6M +211,955 +300%
FI
57
FormulaFolio Investments
Michigan
$19.4M +$19.4M +264,434 New
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$19.2M +$2.84M +38,635 +17%
QI
59
QS Investors
New York
$19M +$4.78M +65,101 +34%
SWM
60
Southern Wealth Management
Texas
$18.3M -$10.1M -137,269 -35%
PAG
61
Private Advisor Group
New Jersey
$18M +$931K +12,682 +5%
EC
62
Estate Counselors
Wisconsin
$17.9M -$6.74M -91,865 -27%
1WM
63
1900 Wealth Management
Texas
$17.8M +$17.8M +241,960 New
JWM
64
Janiczek Wealth Management
Colorado
$17.2M -$126K -1,718 -0.7%
PA
65
Prism Advisors
California
$17M +$130K +1,768 +0.8%
Stifel Financial
66
Stifel Financial
Missouri
$16.8M +$227K +3,099 +1%
IWS
67
Insight Wealth Strategies
California
$16.6M -$868K -11,818 -5%
MAM
68
Madison Asset Management
Wisconsin
$16.5M -$16.9M -229,554 -51%
APW
69
Austin Private Wealth
Texas
$16.2M +$391K +5,320 +2%
VI
70
Vestcor Inc
New Brunswick, Canada
$15.5M +$2.89M +39,426 +23%
CIC
71
Cutler Investment Counsel
Oregon
$14.9M +$595K +8,101 +4%
Creative Planning
72
Creative Planning
Kansas
$14.9M -$2.76M -37,605 -16%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$14.8M +$97.3K +1,325 +0.7%
KCM
74
Kathmere Capital Management
Pennsylvania
$14.8M +$930K +12,673 +7%
GC
75
GFG Capital
Florida
$14.4M +$482K +6,567 +3%
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