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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 %
Wolverine Trading
176
Wolverine Trading
Illinois
$538K -$914K -13,208 -63%
Bessemer Group
177
Bessemer Group
New Jersey
$528K +$528K +7,619 New
ADL
178
Asset Dedication LLC
California
$524K +$13.8K +200 +3%
EAM
179
Evanson Asset Management
California
$516K +$9.07K +131 +2%
CIM
180
Cetera Investment Management
California
$506K +$138K +2,000 +37%
CFA
181
Carroll Financial Associates
North Carolina
$502K +$120K +1,730 +31%
WP
182
WealthSource Partners
California
$466K +$41.6K +602 +10%
AssetMark Inc
183
AssetMark Inc
California
$465K -$15.8K -228 -3%
GA
184
Gateway Advisory
New Jersey
$463K -$478K -6,914 -51%
Creative Planning
185
Creative Planning
Kansas
$460K -$91K -1,315 -17%
S
186
SignatureFD
Georgia
$424K -$56.6K -816 -12%
FFA
187
First Foundation Advisors
California
$413K – – –
FCIM
188
Fairview Capital Investment Management
California
$400K – – –
WP
189
WealthPLAN Partners
Nebraska
$398K +$234K +3,381 +143%
AA
190
Ancora Advisors
Ohio
$397K +$397K +5,737 New
PA
191
Parallel Advisors
California
$387K +$265K +3,757 +216%
CAAS
192
Capital Asset Advisory Services
Michigan
$374K -$30.7K -444 -8%
AII
193
AGF Investments Inc
Ontario, Canada
$354K -$30.8K -445 -8%
NFG
194
Next Financial Group
Texas
$351K -$113K -1,633 -24%
M&T Bank
195
M&T Bank
New York
$337K +$6.91K +100 +2%
TCM
196
Tufton Capital Management
Maryland
$332K – – –
CWA
197
Cypress Wealth Advisors
California
$316K -$206K -2,973 -39%
ACA
198
Ackerman Capital Advisors
Texas
$301K +$301K +4,351 New
Bank of Nova Scotia
199
Bank of Nova Scotia
Ontario, Canada
$297K +$297K +4,290 New
DAS
200
Dynamic Advisor Solutions
Arizona
$286K +$68.9K +994 +32%
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