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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 %
SPIA
151
Steward Partners Investment Advisory
New York
$1.02M +$280K +4,045 +38%
ONB
152
Old National Bancorp
Indiana
$970K +$741K +10,700 +324%
FA
153
FDx Advisors
Illinois
$902K -$8.52K -123 -0.9%
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$868K +$140K +2,021 +19%
BAC
155
Boys Arnold & Co
North Carolina
$849K +$23.9K +345 +3%
FWP
156
FAS Wealth Partners
Kansas
$834K +$14.6K +211 +2%
SWM
157
SVA Wealth Management
Wisconsin
$831K -$11.8K -170 -1%
CFG
158
CKW Financial Group
Hawaii
$830K +$74.1K +1,075 +10%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$826K +$318K +4,597 +63%
ASN
160
Advisory Services Network
Georgia
$818K -$412K -5,949 -33%
SI
161
SII Investments
Wisconsin
$817K +$133K +1,920 +19%
GI
162
Glovista Investments
New Jersey
$813K -$610K -8,845 -43%
AIP
163
Ameritas Investment Partners
Nebraska
$776K – – –
APSP
164
Asset Planning Services (Pennsylvania)
Pennsylvania
$773K +$282K +4,075 +58%
FCAG
165
First Capital Advisors Group
New Jersey
$707K +$247K +3,573 +54%
JCM
166
Jacobi Capital Management
Pennsylvania
$693K +$693K +10,125 New
ACA
167
Anchor Capital Advisors
Massachusetts
$658K – – –
Northern Trust
168
Northern Trust
Illinois
$640K +$370K +5,349 +137%
AWA
169
ARS Wealth Advisors
Florida
$629K -$3.32K -48 -0.5%
BRF
170
B. Riley Financial
California
$611K – – –
OC
171
Oppenheimer & Co
New York
$581K -$8.24K -119 -1%
CG
172
Cutler Group
California
$581K +$581K +8,400 New
VIA
173
Vantage Investment Advisors
Pennsylvania
$574K +$5.26K +76 +0.9%
PFS
174
Prospera Financial Services
Texas
$550K +$550K +8,014 New
WS
175
Wedbush Securities
California
$539K -$6.09K -88 -1%
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