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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

428 hedge funds and large institutions have $6.84B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 176 increasing their positions, 132 reducing their positions, and 30 closing their positions.

Holders
428
Holders Change
+16
Holders Change %
+3.88%
% of All Funds
9.28%
Holding in Top 10
61
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.67%
% of All Funds
1.32%
New
55
Increased
176
Reduced
132
Closed
30
Calls
$7.81M
Puts
$530K
Net Calls
+$7.28M
Net Calls Change
+$794K

Top Buyers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$50.4M
2
Ameriprise
2
Ameriprise
Minnesota
$594M
3
Morgan Stanley
3
Morgan Stanley
New York
$337M
4
MMA
4
Miracle Mile Advisors
California
$32.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$168M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$11.6M
2
TWM
2
Tanglewood Wealth Management
Texas
$752K
3
Wells Fargo
3
Wells Fargo
California
$160M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$6.12M
5
CSIA
5
Charles Schwab Investment Advisory
California
$133M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$12.6M 175,607 -7,707 -4%
AllianceBernstein
77
AllianceBernstein
Tennessee
$11.6M 160,753 -1,430,479 -90%
IWS
78
Insight Wealth Strategies
California
$11M 152,501 -7,225 -5%
SPC
79
Sigma Planning Corp
Michigan
$10.9M 151,587 +13,313 +10%
FANJ
80
Financial Architects (New Jersey)
New Jersey
$10.7M 147,927 +29,365 +25%
BWA
81
BDO Wealth Advisors
Florida
$10.4M 145,048 +1,082 +0.8%
MFM
82
Mirsky Financial Management
New York
$10.2M 142,217 -4,049 -3%
SFA
83
Stewardship Financial Advisors
Georgia
$10.2M 141,562 +50,206 +55%
ONST
84
Old North State Trust
North Carolina
$9.85M 136,863 +58,724 +75%
FCT
85
Family Capital Trust
Massachusetts
$9.51M 132,081 +6,769 +5%
SWP
86
Stratos Wealth Partners
Ohio
$9.29M 129,061 +61,055 +90%
SHJ
87
Sharkey, Howes & Javer
Colorado
$9.23M 128,148 +128,148 New
CG
88
Colony Group
Massachusetts
$9.12M 126,710 +20,176 +19%
S
89
SimplyRich
California
$9.12M 126,605 +5,039 +4%
CB
90
Community Bank
New York
$8.81M 122,303 -80 -0.1%
HNB
91
Huntington National Bank
Ohio
– – – –
RCAG
92
Rehmann Capital Advisory Group
Michigan
$8.63M 119,844 +119,844 New
AA
93
Ancora Advisors
Ohio
$8.14M 113,116 +2,583 +2%
SMG
94
Smart Money Group
Texas
$8.1M 112,550 -44,043 -28%
Kayne Anderson Rudnick Investment Management
95
Kayne Anderson Rudnick Investment Management
California
$7.98M 110,975 +13,576 +14%
FI
96
Financial Insights
Washington
$7.79M 108,102 +1,320 +1%
WDL
97
Well Done LLC
Michigan
$7.29M 101,188 +82,581 +444%
MWM
98
Mascoma Wealth Management
New Hampshire
$7.28M 101,170 +9,129 +10%
BA
99
Ballew Advisors
Mississippi
$7.28M 101,503 +5,006 +5%
PD
100
Planning Directions
Pennsylvania
$7.13M 99,040 +5,345 +6%
2 3
4
5 6