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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

519 hedge funds and large institutions have $6.63B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 185 increasing their positions, 235 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-28
Holders Change %
-5.12%
% of All Funds
10.67%
Holding in Top 10
76
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.59%
% of All Funds
1.56%
New
45
Increased
185
Reduced
235
Closed
71
Calls
$6.41M
Puts
–
Net Calls
+$6.41M
Net Calls Change
+$251K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$70M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$37M
3
SEI Investments
SEI Investments
Pennsylvania
+$21.9M
4
SP
Symmetry Partners
Connecticut
+$16.6M
5
JWM
Janiczek Wealth Management
Colorado
+$16.3M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$130M
2
Bank of America
Bank of America
North Carolina
-$94.3M
3
RIG
RiverFront Investment Group
Virginia
-$42.3M
4
Ameriprise
Ameriprise
Minnesota
-$34.8M
5
UBS Group
UBS Group
Switzerland
-$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
101
Tolleson Wealth Management
Texas
$9.53M -$2.2M -33,267 -19%
S
102
SimplyRich
California
$9.5M +$686K +10,379 +8%
FCT
103
Family Capital Trust
Massachusetts
$9.42M +$256K +3,869 +3%
MAFM
104
Mid Atlantic Financial Management
Pennsylvania
$9.37M -$1.26M -19,141 -12%
CI
105
CX Institutional
Indiana
$9.29M +$132K +2,000 +1%
PFM
106
Peak Financial Management
Massachusetts
$9.17M -$1.18M -17,839 -11%
MFG
107
Magnus Financial Group
New York
$9.06M +$682K +10,329 +8%
PI
108
PFS Investments
Georgia
$8.96M +$5.22M +79,021 +139%
JPMPWA
109
J.P. Morgan Private Wealth Advisors
California
$8.61M -$3.14M -47,484 -27%
WFM
110
Wolff Financial Management
Michigan
$8.58M -$131K -1,987 -2%
TFS
111
TrustCore Financial Services
Tennessee
$8.47M -$1.31M -19,855 -13%
AAP
112
Arax Advisory Partners
Colorado
$8.39M -$2.05M -30,977 -20%
ACM
113
Armbruster Capital Management
New York
$8.3M +$2.06M +31,180 +33%
BA
114
Ballew Advisors
Mississippi
$7.89M +$359K +5,386 +5%
CWA
115
Core Wealth Advisors
Florida
$7.82M -$4.67M -70,757 -37%
JPMorgan Chase & Co
116
JPMorgan Chase & Co
New York
$7.73M -$2.68M -40,596 -26%
SMC
117
Smith, Moore & Co
Missouri
$7.64M -$426K -6,443 -5%
JIC
118
JRM Investment Counsel
Nebraska
$7.33M +$371K +5,609 +5%
WDL
119
Well Done LLC
Michigan
$7.32M +$115K +1,734 +2%
GLLW
120
Graves Light Lenhart Wealth
Virginia
$7.1M +$400K +6,057 +6%
SIA
121
Soltis Investment Advisors
Utah
$6.5M -$116K -1,749 -2%
PWA
122
Physician Wealth Advisors
Utah
$6.46M +$125K +1,851 +2%
Goldman Sachs
123
Goldman Sachs
New York
$6.4M -$499K -7,561 -7%
BWA
124
BDO Wealth Advisors
Florida
$6.4M -$2.77M -41,890 -30%
SFA
125
Stewardship Financial Advisors
Georgia
$6.26M +$378K +5,726 +6%
3 4
5
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