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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
+$29.9M
4
Ameriprise
Ameriprise
Minnesota
+$29.7M
5
CWM
Cornerstone Wealth Management
Missouri
+$26.5M

Top Sellers

1
Jane Street
Jane Street
New York
-$39.5M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$21.8M
3
Wells Fargo
Wells Fargo
California
-$21M
4
PAG
Private Advisor Group
New Jersey
-$10.3M
5
VF
Virtu Financial
New York
-$9.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
176
Eaton Vance Management
Massachusetts
$1.04M -$1.02M -14,309 -49%
AII
177
AGF Investments Inc
Ontario, Canada
$1.03M +$41.7K +586 +4%
WAOTB
178
Wealth Advisors of Tampa Bay
Florida
$1M +$47.5K +673 +5%
GI
179
Glovista Investments
New Jersey
$997K -$30K -420 -3%
JCM
180
Jacobi Capital Management
Pennsylvania
$996K +$98.7K +1,387 +11%
Prudential Financial
181
Prudential Financial
New Jersey
$982K +$982K +13,800 New
OC
182
Oppenheimer & Co
New York
$974K +$38.3K +539 +4%
RJT
183
Raymond James Trust
Florida
$967K +$967K +13,602 New
WP
184
WealthSource Partners
California
$961K +$34.6K +486 +4%
CI
185
CX Institutional
Indiana
$918K +$918K +12,901 New
FFBTD
186
First Financial Bank - Trust Division
Ohio
$908K +$908K +12,760 New
TA
187
Townsend & Associates
Colorado
$903K -$38.1K -536 -4%
FA
188
FDx Advisors
Illinois
$883K -$475K -6,685 -35%
CFG
189
CKW Financial Group
Hawaii
$863K -$142 -2 -0%
JFG
190
JMG Financial Group
Illinois
$856K -$336K -4,721 -28%
Creative Planning
191
Creative Planning
Kansas
$848K +$17.2K +241 +2%
APSP
192
Asset Planning Services (Pennsylvania)
Pennsylvania
$843K +$16.9K +237 +2%
AIP
193
Ameritas Investment Partners
Nebraska
$837K +$142 +2 +0%
GRP
194
Global Retirement Partners
California
$826K +$85K +1,194 +11%
AWS
195
AJ Wealth Strategies
New York
$810K -$76.7K -1,078 -9%
SIAP
196
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$798K +$39.1K +550 +5%
SXL
197
Summit X LLC
Missouri
$747K -$5.91M -83,235 -89%
Citadel Advisors
198
Citadel Advisors
Florida
$736K +$736K +10,349 New
FTUS
199
Flow Traders U.S.
New York
$708K +$217K +3,055 +44%
CA
200
Calton & Associates
Florida
$708K +$246K +3,398 +53%
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