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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

258 hedge funds and large institutions have $3.95B invested in iShares MSCI EAFE Min Vol Factor ETF in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+22
Holders Change %
+9.32%
% of All Funds
6.44%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.82%
New
38
Increased
120
Reduced
73
Closed
14
Calls
–
Puts
$1.55M
Net Calls
-$1.55M
Net Calls Change
-$810K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$713M
2
PCM
Price Capital Management
Louisiana
$41.3M
3
USAA
United Services Automobile Association
Texas
$198M
4
Ameriprise
Ameriprise
Minnesota
$363M
5
MML Investors Services
MML Investors Services
Massachusetts
$21.1M

Top Sellers

1
State Street
State Street
Massachusetts
$2.05M
2
AL
Aspiriant LLC
California
$2.58M
3
WIM
Windhaven Investment Management
Massachusetts
$157M
4
QI
QS Investors
New York
$114M
5
LFAS
Level Four Advisory Services
Texas
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
126
JMG Financial Group
Illinois
$1.8M -$32.9K -475 -2%
SP
127
Symmetry Partners
Connecticut
$1.76M -$76K -1,098 -4%
CIBC World Market
128
CIBC World Market
Ontario, Canada
$1.64M +$4.15K +60 +0.3%
PAS
129
Partnervest Advisory Services
California
$1.62M -$2.77K -40 -0.2%
PWS
130
Paragon Wealth Strategies
Florida
$1.62M +$1.62M +23,349 New
TFA
131
Transamerica Financial Advisors
Florida
$1.6M +$844K +12,189 +111%
WI
132
Wintrust Investments
Illinois
$1.57M -$497K -7,181 -24%
BJ
133
Brouwer & Janachowski
California
$1.51M -$44.9K -648 -3%
Janus Henderson Group
134
Janus Henderson Group
United Kingdom
$1.42M -$198K -2,854 -12%
IFB
135
iAB Financial Bank
Indiana
$1.37M +$13.8K +200 +1%
SMC
136
Smith, Moore & Co
Missouri
$1.33M -$2.01M -29,017 -60%
EFS
137
Essex Financial Services
Connecticut
$1.33M +$244K +3,526 +23%
CWM
138
Cornerstone Wealth Management
Missouri
$1.28M -$401K -5,861 -24%
CC
139
Courier Capital
New York
$1.26M +$53.7K +776 +4%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$1.24M -$501K -7,227 -29%
KA
141
Klingman & Associates
New York
$1.15M -$8.1K -117 -0.7%
PCM
142
Pointe Capital Management
Michigan
$1.15M +$354K +5,116 +45%
FNT
143
First National Trust
Pennsylvania
$1.15M +$1.15M +16,541 New
IAA
144
Ironsides Asset Advisors
North Carolina
$1.13M -$1.14M -16,465 -50%
AWS
145
AJ Wealth Strategies
New York
$1.09M -$81.4K -1,176 -7%
AEPG
146
American Economic Planning Group
New Jersey
$1.09M -$13.5K -195 -1%
GRP
147
Global Retirement Partners
California
$1.08M +$167K +2,414 +18%
Calamos Advisors
148
Calamos Advisors
Illinois
$1.06M -$48.8K -705 -4%
PCA
149
Peddock Capital Advisors
Massachusetts
$1.03M +$182K +2,628 +21%
NEPWA
150
New England Private Wealth Advisors
Massachusetts
$1.03M +$3.67K +53 +0.4%
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