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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

435 hedge funds and large institutions have $6.85B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 198 increasing their positions, 132 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+7
Holders Change %
+1.64%
% of All Funds
9.46%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
1.31%
New
45
Increased
198
Reduced
132
Closed
32
Calls
$6.59M
Puts
$479K
Net Calls
+$6.11M
Net Calls Change
-$1.17M

Top Buyers

1
TWM
Tanglewood Wealth Management
Texas
+$29.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$25.8M
3
HSA
HBK Sorce Advisory
Pennsylvania
+$25.6M
4
BlackRock
BlackRock
New York
+$20.4M
5
MIH
Madison Investment Holdings
Wisconsin
+$15M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
2
TF
Tompkins Financial
New York
-$40.3M
3
QI
QS Investors
New York
-$31.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$29.2M
5
Bank of America
Bank of America
North Carolina
-$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
201
Appleton Partners
Massachusetts
$1.93M -$297K -4,094 -13%
FMWA
202
Forvis Mazars Wealth Advisors
Missouri
$1.88M -$178K -2,456 -9%
SAM
203
Sawgrass Asset Management
Florida
$1.87M – – –
ACA
204
Anchor Capital Advisors
Massachusetts
$1.87M -$46.5K -640 -2%
MWP
205
MYCIO Wealth Partners
Pennsylvania
$1.85M +$12.6K +173 +0.7%
B
206
Bridgeworth
Alabama
$1.83M -$164K -2,252 -8%
FTS
207
Fifth Third Securities
Ohio
$1.74M +$1.43M +19,726 +463%
FFA
208
Fragasso Financial Advisors
Pennsylvania
$1.74M -$121K -1,673 -7%
FC
209
Ferris Capital
Massachusetts
$1.71M +$602K +8,292 +55%
FHC
210
First Heartland Consultants
Missouri
$1.66M +$146K +2,011 +10%
FWP
211
FAS Wealth Partners
Kansas
$1.63M +$24.8K +342 +2%
DAS
212
Dynamic Advisor Solutions
Arizona
$1.62M +$848K +11,677 +110%
CBFP
213
Cedar Brook Financial Partners
Ohio
$1.56M -$71.8K -989 -4%
CCG
214
Cypress Capital Group
Florida
$1.54M +$59.2K +815 +4%
RJT
215
Raymond James Trust
Florida
$1.5M +$10.7K +147 +0.7%
CFD
216
Creative Financial Designs
Indiana
$1.48M +$335K +4,599 +29%
AAS
217
Avantax Advisory Services
Texas
$1.46M -$680K -9,363 -32%
PP
218
PagnatoKarp Partners
Virginia
$1.42M +$48.7K +670 +4%
SB
219
Strategic Blueprint
Georgia
$1.4M -$553K -7,620 -28%
BAC
220
Boys Arnold & Co
North Carolina
$1.37M +$2.69K +37 +0.2%
PCA
221
Peddock Capital Advisors
Massachusetts
$1.35M +$22.4K +309 +2%
BW
222
Biegel & Waller
Maryland
$1.35M +$142K +1,949 +12%
AEPG
223
American Economic Planning Group
New Jersey
$1.34M +$2.91K +40 +0.2%
NFG
224
Next Financial Group
Texas
$1.34M +$1.23M +16,992 +1,188%
Creative Planning
225
Creative Planning
Kansas
$1.3M +$145K +1,991 +13%
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