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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

341 hedge funds and large institutions have $4.8B invested in iShares MSCI EAFE Min Vol Factor ETF in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 147 increasing their positions, 112 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+8
Holders Change %
+2.4%
% of All Funds
7.82%
Holding in Top 10
45
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.03%
New
35
Increased
147
Reduced
112
Closed
25
Calls
–
Puts
$309K
Net Calls
-$309K
Net Calls Change
-$948K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$151M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$109M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$50.5M
4
Ameriprise
Ameriprise
Minnesota
$479M
5
CWM
Cornerstone Wealth Management
Missouri
$27.3M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
AllianceBernstein
AllianceBernstein
Tennessee
$103M
3
Wells Fargo
Wells Fargo
California
$125M
4
PAG
Private Advisor Group
New Jersey
$8.7M
5
VF
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
101
Acorn Wealth Advisors
Michigan
$4.5M +$66.3K +940 +1%
TTWM
102
TCV Trust & Wealth Management
Virginia
$4.2M +$21.1K +296 +0.5%
SGAM
103
Steinberg Global Asset Management
Florida
$3.89M +$240K +3,376 +7%
US Bancorp
104
US Bancorp
Minnesota
$3.88M -$6.61K -93 -0.2%
CBT
105
Central Bank & Trust
Kentucky
$3.86M -$87.3K -1,228 -2%
CM
106
Columbus Macro
Pennsylvania
$3.84M -$259K -3,643 -6%
TFA
107
Transamerica Financial Advisors
Florida
$3.81M +$372K +5,228 +11%
ASN
108
Advisory Services Network
Georgia
$3.79M +$2.53M +34,759 +202%
Axa
109
Axa
France
$3.63M +$449K +6,305 +14%
VWM
110
Venturi Wealth Management
Texas
$3.62M +$3.62M +50,085 New
SPIA
111
Steward Partners Investment Advisory
New York
$3.56M +$550K +7,738 +18%
CS
112
Comerica Securities
Michigan
$3.51M +$137K +1,928 +4%
IWA
113
IBEX Wealth Advisors
New Jersey
$3.48M +$3.48M +47,777 New
BC
114
Brinker Capital
Pennsylvania
$3.45M -$550K -7,735 -14%
FFA
115
Fragasso Financial Advisors
Pennsylvania
$3.39M -$26K -365 -0.8%
SWP
116
Stratos Wealth Partners
Ohio
$3.39M -$2.44M -34,325 -42%
AP
117
Appleton Partners
Massachusetts
$3.38M -$1.15M -16,213 -25%
HighTower Advisors
118
HighTower Advisors
Illinois
$3.3M -$224K -3,150 -6%
KFGK
119
Keystone Financial Group (Kentucky)
Kentucky
$3.22M +$392K +5,561 +14%
CFD
120
Creative Financial Designs
Indiana
$3.19M -$230K -3,233 -7%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$3.02M +$514K +7,225 +21%
SBA
122
Secrest Blakey & Associates
North Carolina
$2.98M +$315K +4,432 +12%
MWA
123
MFA Wealth Advisors
Pennsylvania
$2.86M +$97.2K +1,342 +4%
WAM
124
Weatherly Asset Management
California
$2.81M -$87.4K -1,229 -3%
William Blair & Company
125
William Blair & Company
Illinois
$2.81M +$105K +1,481 +4%
3 4
5
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