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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 %
BJ
101
Brouwer & Janachowski
California
$3.09M -$109K -1,644 -3%
RA
102
RFG Advisory
Alabama
$3.05M -$382K -5,740 -11%
TWA
103
Tillar-Wenstrup Advisors
Ohio
$3.04M -$206K -3,092 -6%
WSTAM
104
Wilbanks Smith & Thomas Asset Management
Virginia
$3.02M -$1.04M -15,585 -26%
SAM
105
Sawgrass Asset Management
Florida
$2.98M -$148K -2,230 -5%
SMC
106
Smith, Moore & Co
Missouri
$2.58M +$2.58M +38,781 New
MIAN
107
Mariner Independent Advisor Network
Kansas
$2.57M +$2.57M +38,622 New
Luther King Capital Management (LKCM)
108
Luther King Capital Management (LKCM)
Texas
$2.49M -$306K -4,610 -11%
CWM
109
Cornerstone Wealth Management
Missouri
$2.34M +$2.34M +34,444 New
CWM
110
Concert Wealth Management
California
$2.3M +$359K +5,420 +19%
JFG
111
JMG Financial Group
Illinois
$2.22M -$265K -3,994 -11%
HighTower Advisors
112
HighTower Advisors
Illinois
$2.21M -$455K -6,888 -17%
SGAM
113
Steinberg Global Asset Management
Florida
$2.18M +$273K +4,106 +14%
SMH
114
Sanders Morris Harris
Texas
$2.12M +$2.12M +31,883 New
Janus Henderson Group
115
Janus Henderson Group
United Kingdom
$2.09M -$513K -7,729 -20%
GI
116
Glovista Investments
New Jersey
$2.09M +$738K +11,105 +55%
AMG
117
Asset Management Group
Connecticut
$2.07M -$91.8K -1,382 -4%
FFA
118
Fragasso Financial Advisors
Pennsylvania
$2.01M +$382K +5,751 +23%
WAM
119
Weatherly Asset Management
California
$2M +$163K +2,460 +9%
AWA
120
ARS Wealth Advisors
Florida
$1.98M -$1.46M -21,952 -42%
EFS
121
Essex Financial Services
Connecticut
$1.9M +$1.9M +35,700 New
KA
122
Klingman & Associates
New York
$1.89M +$340K +5,115 +22%
LNC
123
Lincoln National Corp
Pennsylvania
$1.87M +$404K +6,078 +28%
SB
124
Suntrust Banks
Georgia
$1.82M +$1.06M +15,935 +139%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$1.69M +$192K +2,894 +13%
3 4
5
6 7