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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 %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$7.05M 97,894 +24,703 +34%
DADC
102
D.A. Davidson & Co
Montana
$7M 100,573 +556 +0.6%
HFS
103
HL Financial Services
Kentucky
$6.99M 97,118 +6,712 +7%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$6.92M 96,117 -693 -0.7%
SFP
105
Shepherd Financial Partners
Massachusetts
$6.82M 94,732 -35,471 -27%
BEAM
106
Baker Ellis Asset Management
Washington
$6.8M 94,430 -4,700 -5%
QA
107
Quantitative Advantage
Minnesota
$6.79M 94,323 -1,035 -1%
CBT
108
Central Bank & Trust
Kentucky
$6.49M 90,156 -9,167 -9%
MI
109
Moneywise Inc
Virginia
$6.43M 87,193 -1,649 -2%
MWC
110
MKD Wealth Coaches
Michigan
$6.41M 89,008 +56,768 +176%
AMG
111
Asset Management Group
Connecticut
$6.39M 88,802 +2,983 +3%
HighTower Advisors
112
HighTower Advisors
Illinois
$6.39M 88,499 +32,947 +59%
WFM
113
Wolff Financial Management
Michigan
$6.3M 87,544 +12,591 +17%
CAL
114
Capital Advisors Ltd
Ohio
$6.2M 86,145 +1,020 +1%
MIAN
115
Mariner Independent Advisor Network
Kansas
$6.2M 85,766 +1,503 +2%
JIC
116
JRM Investment Counsel
Nebraska
$6.14M 85,318 -905 -1%
JPMorgan Chase & Co
117
JPMorgan Chase & Co
New York
$6.12M 84,964 -101,175 -54%
TFS
118
TrustCore Financial Services
Tennessee
$6.05M 84,041 +3,375 +4%
CAL
119
Capital Analysts LLC
Pennsylvania
$5.94M 82,525 +11,848 +17%
PSG
120
Planning Solutions Group
Maryland
$5.84M 81,087 -50 -0.1%
CFGS
121
Concourse Financial Group Securities
Alabama
$5.82M 80,886 +48,821 +152%
SIA
122
Starfire Investment Advisers
Michigan
$5.66M 78,557 +1,438 +2%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$5.56M 77,183 +14,742 +24%
RF
124
RHS Financial
California
$5.54M 76,987 +16,532 +27%
FAIM
125
Financial Advocates Investment Management
Washington
$5.39M 74,883 +1,839 +3%
3 4
5
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