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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

77 hedge funds and large institutions have $639M invested in iShares MSCI EAFE Min Vol Factor ETF in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+11
Holders Change %
+16.67%
% of All Funds
2.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
15
Increased
37
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$21M
2
QA
Quantitative Advantage
Minnesota
+$18.1M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$16.5M
4
EC
Estate Counselors
Wisconsin
+$8.79M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.75M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$14.9M
2
Bank of America
Bank of America
North Carolina
-$8.85M
3
Wells Fargo
Wells Fargo
California
-$6.65M
4
Franklin Resources
Franklin Resources
California
-$6.17M
5
SG Americas Securities
SG Americas Securities
New York
-$4.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIT
1
BlackRock Institutional Trust
California
$113M +$104K +1,656 +0.1%
AC
2
Allstate Corporation
Illinois
$80.7M – – –
WIM
3
Windhaven Investment Management
Massachusetts
$58.8M -$995K -15,890 -2%
Morgan Stanley
4
Morgan Stanley
New York
$35.1M -$14.9M -237,296 -30%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$34.8M +$16.5M +262,927 +90%
BlackRock
6
BlackRock
New York
$29.1M +$8.49M +135,212 +41%
Bank of America
7
Bank of America
North Carolina
$27.8M -$8.85M -141,001 -24%
BG
8
BlackRock Group
United Kingdom
$26.5M – – –
LPL Financial
9
LPL Financial
California
$24.9M +$21M +333,986 +536%
QA
10
Quantitative Advantage
Minnesota
$18.1M +$18.1M +288,335 New
U
11
UBS
Switzerland
$17.4M +$97.3K +1,551 +0.6%
Wells Fargo
12
Wells Fargo
California
$11.3M -$6.65M -106,022 -37%
LI
13
LVZ Inc
Michigan
$10.8M +$5.18M +82,583 +92%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$10.1M +$663K +10,569 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$9.99M +$8.75M +139,427 +706%
FM
16
Foster & Motley
Ohio
$9.68M +$205K +3,267 +2%
EC
17
Estate Counselors
Wisconsin
$8.79M +$8.79M +140,000 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$7.78M +$2.98M +47,550 +62%
HighTower Advisors
19
HighTower Advisors
Illinois
$7.45M +$1.02M +16,186 +16%
NA
20
Nottingham Advisors
New York
$7.36M +$266K +4,240 +4%
SAM
21
Securian Asset Management
Minnesota
$7.01M +$7.01M +111,739 New
FAAM
22
First Allied Asset Management
California
$6.78M +$5.27M +83,473 +350%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.57M +$3.61M +57,507 +185%
CS
24
Comerica Securities
Michigan
$5.04M -$837K -13,337 -14%
BJ
25
Brouwer & Janachowski
California
$4.31M -$73.3K -1,168 -2%
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