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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 %
Canada Life
151
Canada Life
Manitoba, Canada
$715K +$715K +10,816 New
M&T Bank
152
M&T Bank
New York
$712K +$18.8K +283 +3%
Manulife (Manufacturers Life Insurance)
153
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$677K +$308K +4,596 +83%
AIA
154
AIMZ Investment Advisors
California
$675K +$338K +5,100 +100%
GHA
155
GW Henssler & Associates
Georgia
$633K -$672K -10,115 -52%
CFG
156
CKW Financial Group
Hawaii
$600K -$3.98M -59,917 -87%
AEPG
157
American Economic Planning Group
New Jersey
$586K +$268K +4,043 +85%
AWA
158
Arete Wealth Advisors
Illinois
$585K +$585K +8,800 New
CL
159
CPWM LLC
Washington
$559K +$233K +3,510 +72%
CFA
160
Carroll Financial Associates
North Carolina
$522K +$390K +5,875 +296%
FF
161
Friedenthal Financial
New Jersey
$501K – – –
BRF
162
B. Riley Financial
California
$500K -$52.7K -794 -10%
CC
163
Courier Capital
New York
$460K +$48.8K +735 +12%
KT
164
Kanaly Trust
Texas
$441K – – –
AssetMark Inc
165
AssetMark Inc
California
$439K +$19.7K +296 +5%
DAS
166
Dynamic Advisor Solutions
Arizona
$431K +$23.1K +348 +6%
SHA
167
Smith Hayes Advisers
Nebraska
$427K +$427K +6,433 New
BA
168
Boston Advisors
Massachusetts
$417K -$723K -10,865 -63%
AII
169
AGF Investments Inc
Ontario, Canada
$413K +$10.4K +157 +3%
ADL
170
Asset Dedication LLC
California
$406K +$104K +1,558 +34%
FFA
171
First Foundation Advisors
California
$389K – – –
CIBC World Market
172
CIBC World Market
Ontario, Canada
$385K +$385K +5,800 New
RIA
173
Regal Investment Advisors
Michigan
$374K +$109K +1,643 +41%
SS
174
Simplicity Solutions
Minnesota
$361K +$361K +5,439 New
CAM
175
Concorde Asset Management
Michigan
$361K +$361K +5,464 New
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