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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 %
VIA
201
Vantage Investment Advisors
Pennsylvania
$81K +$26.4K +400 +48%
Bessemer Group
202
Bessemer Group
New Jersey
$73K -$45.1K -679 -38%
WA
203
WFG Advisors
Texas
$63K – – –
OC
204
Oakworth Capital
Alabama
$55K +$41.7K +625 +313%
Creative Planning
205
Creative Planning
Kansas
$52K -$20K -303 -28%
RCA
206
Rowland Carmichael Advisors
Arizona
$49K +$49K +738 New
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$48K +$36.6K +548 +320%
NC
208
NewSquare Capital
Pennsylvania
$38K – – –
GAM
209
Gemmer Asset Management
California
$33K – – –
WRM
210
Westport Resources Management
Connecticut
$31K – – –
PG
211
Patten Group
Tennessee
$30.6K – – –
WEC
212
Winslow Evans & Crocker
Massachusetts
$24.3K +$19.2K +289 +380%
MA
213
MUFG Americas
New York
$23K – – –
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$16K +$5.87K +87 +58%
JWA
215
JFS Wealth Advisors
Pennsylvania
$8K – – –
AA
216
Apriem Advisors
California
$6K +$6K +87 New
ACM
217
Argentus Capital Management
Texas
$1K -$545 -12 -35%
Citadel Advisors
218
Citadel Advisors
Florida
– -$15M -231,611 Closed
Susquehanna International Group
219
Susquehanna International Group
Pennsylvania
– -$5M -77,132 Closed
AI
220
Analytic Investors
California
– -$3.01M -46,321 Closed
TFA
221
Transamerica Financial Advisors
Florida
– -$1.01M -15,514 Closed
BAAM
222
Baker Avenue Asset Management
California
– -$313K -4,824 Closed
CG
223
Colony Group
Massachusetts
– -$172K -2,655 Closed
Toronto Dominion Bank
224
Toronto Dominion Bank
Ontario, Canada
– -$113K -1,745 Closed
TRCT
225
Tower Research Capital (TRC)
New York
– -$71K -1,100 Closed
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