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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

435 hedge funds and large institutions have $6.85B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 198 increasing their positions, 132 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+7
Holders Change %
+1.64%
% of All Funds
9.46%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
1.31%
New
45
Increased
198
Reduced
132
Closed
32
Calls
$6.59M
Puts
$479K
Net Calls
+$6.11M
Net Calls Change
-$1.17M

Top Buyers

1
TWM
Tanglewood Wealth Management
Texas
+$29.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$25.8M
3
HSA
HBK Sorce Advisory
Pennsylvania
+$25.6M
4
BlackRock
BlackRock
New York
+$20.4M
5
MIH
Madison Investment Holdings
Wisconsin
+$15M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
2
TF
Tompkins Financial
New York
-$40.3M
3
QI
QS Investors
New York
-$31.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$29.2M
5
Bank of America
Bank of America
North Carolina
-$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
76
AllianceBernstein
Tennessee
$11.6M -$109K -1,499 -0.9%
NS
77
NewDay Solutions
New Hampshire
$11.5M +$11.5M +158,748 New
SPC
78
Sigma Planning Corp
Michigan
$11.1M +$135K +1,856 +1%
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$10.8M +$4.68M +64,500 +76%
SFA
80
Stewardship Financial Advisors
Georgia
$10.6M +$355K +4,889 +3%
MFM
81
Mirsky Financial Management
New York
$10.4M +$49.1K +676 +0.5%
ONST
82
Old North State Trust
North Carolina
$10.3M +$335K +4,618 +3%
HFA
83
High Falls Advisors
New York
$10M -$4M -55,127 -29%
BWA
84
BDO Wealth Advisors
Florida
$10M -$530K -7,295 -5%
FCT
85
Family Capital Trust
Massachusetts
$9.92M +$325K +4,469 +3%
CI
86
CX Institutional
Indiana
$9.77M +$9.77M +134,426 +244,411%
AAP
87
Arax Advisory Partners
Colorado
$9.63M +$9.63M +132,547 New
S
88
SimplyRich
California
$9.28M +$83.7K +1,152 +0.9%
RCAG
89
Rehmann Capital Advisory Group
Michigan
$9.25M +$542K +7,463 +6%
CB
90
Community Bank
New York
$8.83M -$50.8K -700 -0.6%
SMG
91
Smart Money Group
Texas
$8.47M +$295K +4,056 +4%
GWM
92
Geneos Wealth Management
Colorado
$8.31M -$4.44M -61,182 -35%
RTS
93
Round Table Services
New Jersey
$8.16M +$8.16M +112,330 New
EIP
94
Ellis Investment Partners
Pennsylvania
$8.13M -$5.24M -72,069 -39%
FI
95
Financial Insights
Washington
$7.84M +$105K +1,464 +1%
MWM
96
Mascoma Wealth Management
New Hampshire
$7.77M +$425K +5,847 +6%
BA
97
Ballew Advisors
Mississippi
$7.69M +$284K +3,891 +4%
WDL
98
Well Done LLC
Michigan
$7.66M +$309K +4,254 +4%
DADC
99
D.A. Davidson & Co
Montana
$7.59M +$283K +3,893 +4%
Kayne Anderson Rudnick Investment Management
100
Kayne Anderson Rudnick Investment Management
California
$7.47M -$587K -8,090 -7%
2 3
4
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