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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

217 hedge funds and large institutions have $3.97B invested in iShares MSCI EAFE Min Vol Factor ETF in 2016 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+22
Holders Change %
+11.28%
% of All Funds
5.79%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.91%
New
38
Increased
111
Reduced
48
Closed
13
Calls
$495K
Puts
–
Net Calls
+$495K
Net Calls Change
+$482K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$223M
2
Morgan Stanley
Morgan Stanley
New York
+$86M
3
Ameriprise
Ameriprise
Minnesota
+$73M
4
Wells Fargo
Wells Fargo
California
+$65M
5
UBS Group
UBS Group
Switzerland
+$58M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$15M
2
CFN
Cordasco Financial Network
Florida
-$8.77M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5M
4
CFG
CKW Financial Group
Hawaii
-$3.98M
5
WIM
Windhaven Investment Management
Massachusetts
-$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
76
Merriman Wealth Management
Washington
$5.96M -$190K -2,855 -3%
JIC
77
JRM Investment Counsel
Nebraska
$5.82M +$5.82M +87,544 New
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$5.74M +$1.19M +17,895 +26%
HFS
79
HL Financial Services
Kentucky
$5.43M +$189K +2,850 +4%
SWP
80
Stratos Wealth Partners
Ohio
$5.4M +$164K +2,468 +3%
FCT
81
Family Capital Trust
Massachusetts
$5.26M +$5.26M +79,115 New
FMP
82
Financial Management Professionals
Texas
$5.22M +$5.22M +78,584 New
CAL
83
Capital Advisors Ltd
Ohio
$5.05M +$319K +4,803 +7%
SPC
84
Sigma Planning Corp
Michigan
$4.89M +$998K +15,023 +26%
HPBT
85
High Point Bank & Trust
North Carolina
$4.84M -$112K -1,680 -2%
CFN
86
Cordasco Financial Network
Florida
$4.59M -$8.77M -132,072 -66%
PMG
87
ProVise Management Group
Florida
$4.54M +$677K +10,189 +18%
AWMS
88
Advocacy Wealth Management Services
Georgia
$4.54M +$2.71M +40,788 +148%
BEAM
89
Baker Ellis Asset Management
Washington
$4.48M +$272K +4,095 +6%
CWM
90
Calamos Wealth Management
Illinois
$4.47M +$3.15M +47,345 +238%
VFS
91
VSR Financial Services
Kansas
$4.16M +$2.1M +31,676 +102%
C
92
CFO4Life
Texas
$4.12M +$4.12M +62,060 New
BIM
93
BlackRock Investment Management
Delaware
$4M +$1.17M +17,614 +41%
AI
94
Atria Investments
North Carolina
$3.83M +$692K +10,422 +22%
GWM
95
Geneos Wealth Management
Colorado
$3.81M +$3.81M +57,961 New
MP
96
Manifold Partners
California
$3.78M +$3.78M +56,937 New
Kayne Anderson Rudnick Investment Management
97
Kayne Anderson Rudnick Investment Management
California
$3.71M -$1.89M -28,398 -34%
AL
98
Aspiriant LLC
California
$3.56M +$2.09M +31,514 +143%
CAL
99
Capital Analysts LLC
Pennsylvania
$3.37M +$3.37M +50,706 New
ICAS
100
Investors Capital Advisory Services
Massachusetts
$3.19M +$735K +11,074 +30%
2 3
4
5 6