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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 %
VWM
126
Venturi Wealth Management
Texas
$1.65M +$1.65M +24,870 New
Calamos Advisors
127
Calamos Advisors
Illinois
$1.59M +$802K +12,073 +102%
LIA
128
LS Investment Advisors
Michigan
$1.54M +$1.15M +17,250 +289%
Stifel Financial
129
Stifel Financial
Missouri
$1.54M +$914K +13,756 +146%
VC
130
Vicus Capital
Pennsylvania
$1.51M -$31.8K -479 -2%
IFB
131
iAB Financial Bank
Indiana
$1.48M +$412K +6,200 +39%
BRWA
132
B. Riley Wealth Advisors
Florida
$1.43M +$1.13M +17,062 +379%
SWM
133
SVA Wealth Management
Wisconsin
$1.4M -$255K -3,845 -15%
DMC
134
Drexel Morgan & Co
Pennsylvania
$1.32M – – –
NEPWA
135
New England Private Wealth Advisors
Massachusetts
$1.24M -$41.2K -620 -3%
PAS
136
Partnervest Advisory Services
California
$1.14M +$161K +2,417 +16%
AIP
137
Ameritas Investment Partners
Nebraska
$1.01M -$25.2K -380 -2%
Baird Financial Group
138
Baird Financial Group
Wisconsin
$989K +$989K +14,893 New
IPC
139
Independent Portfolio Consultants
Florida
$950K +$950K +14,300 New
BC
140
Brinker Capital
Pennsylvania
$935K +$935K +14,083 New
OC
141
Oppenheimer & Co
New York
$914K -$2.12M -31,857 -70%
NPC
142
National Planning Corporation
California
$854K +$167K +2,491 +24%
FWP
143
FAS Wealth Partners
Kansas
$837K -$51.4K -773 -6%
CIM
144
Cetera Investment Management
California
$828K -$2.89M -43,386 -78%
CWA
145
Cypress Wealth Advisors
California
$783K -$194K -2,921 -20%
DADC
146
D.A. Davidson & Co
Montana
$777K +$669K +10,080 +617%
Axa
147
Axa
France
$771K +$37.9K +570 +5%
WTC
148
WhitTier Trust Company
Nevada
$745K – – –
IA
149
IFP Advisors
Florida
$720K -$2.63M -36,474 -79%
CPS
150
Counsel Portfolio Services
Ontario, Canada
$719K +$719K +10,816 New
4 5
6
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