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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 %
MWM
126
Merriman Wealth Management
Washington
$2.74M -$1.01M -14,198 -27%
GTAM
127
Global Trust Asset Management
Florida
$2.6M -$17.4K -245 -0.7%
Manulife (Manufacturers Life Insurance)
128
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.58M +$243K +3,423 +10%
CCG
129
Cypress Capital Group
Florida
$2.45M -$830K -11,670 -25%
Citigroup
130
Citigroup
New York
$2.42M -$140K -1,970 -5%
BCI
131
Brinker Capital Investments
Pennsylvania
$2.38M -$880K -12,365 -27%
SMC
132
Smith, Moore & Co
Missouri
$2.37M +$319K +4,488 +16%
AL
133
Aspiriant LLC
California
$2.3M -$55.6K -782 -2%
FHC
134
First Heartland Consultants
Missouri
$2.27M -$1.2M -16,910 -35%
TFS
135
TrustCore Financial Services
Tennessee
$2.24M -$18.3K -257 -0.8%
B
136
Bridgeworth
Alabama
$2.2M +$71K +998 +3%
Northern Trust
137
Northern Trust
Illinois
$2.2M -$44.8K -630 -2%
PCA
138
Peddock Capital Advisors
Massachusetts
$2.12M +$1.21K +17 +0.1%
BCA
139
Bay Colony Advisors
Massachusetts
$2.09M +$2.09M +29,359 New
SP
140
Symmetry Partners
Connecticut
$2.08M -$2.99K -42 -0.1%
1WA
141
180 Wealth Advisors
Washington
$2.02M +$769K +10,816 +62%
PCM
142
Pointe Capital Management
Michigan
$1.98M +$2.28K +32 +0.1%
FMWA
143
Forvis Mazars Wealth Advisors
Missouri
$1.98M -$390K -5,489 -16%
WIC
144
Woodmont Investment Counsel
Tennessee
$1.98M +$1.19M +16,667 +149%
FWP
145
FAS Wealth Partners
Kansas
$1.93M +$157K +2,203 +9%
SAM
146
Sawgrass Asset Management
Florida
$1.91M +$121K +1,700 +7%
PAS
147
Partnervest Advisory Services
California
$1.89M +$104K +1,461 +6%
Cetera Investment Advisers
148
Cetera Investment Advisers
Illinois
$1.8M +$508K +7,134 +39%
CCM
149
Crabel Capital Management
California
$1.75M +$1.04M +14,636 +148%
CIBC World Market
150
CIBC World Market
Ontario, Canada
$1.74M -$82.1K -1,154 -5%
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