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iShares MSCI EAFE Min Vol Factor ETF

236 hedge funds and large institutions have $3.5B invested in iShares MSCI EAFE Min Vol Factor ETF in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 91 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-11
Holders Change %
-4.45%
% of All Funds
5.88%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.7%
New
30
Increased
91
Reduced
89
Closed
31
Calls
$993K
Puts
$1.73M
Net Calls
-$737K
Net Calls Change
+$132K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$604M -$19.2M -290,835 -3%
BlackRock
2
BlackRock
New York
$339M +$156M +2,358,280 +85%
Ameriprise
3
Ameriprise
Minnesota
$321M +$31.2M +473,061 +11%
Morgan Stanley
4
Morgan Stanley
New York
$162M -$49.2M -745,954 -23%
WIM
5
Windhaven Investment Management
Massachusetts
$162M -$16.6M -251,699 -9%
UBS Group
6
UBS Group
Switzerland
$157M -$30.9M -468,093 -16%
USAA
7
United Services Automobile Association
Texas
$154M +$69.3M +1,050,000 +82%
QI
8
QS Investors
New York
$117M +$15.3M +231,845 +15%
Wells Fargo
9
Wells Fargo
California
$112M -$13.2M -199,328 -11%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$89.7M +$12.1M +182,927 +16%
LPL Financial
11
LPL Financial
California
$77.2M -$5.31M -80,252 -6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$71.9M +$2.19M +33,108 +3%
SAM
13
Securian Asset Management
Minnesota
$70.6M +$108K +1,630 +0.2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$48.2M -$4.49M -67,978 -9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$42.1M -$2.49M -37,780 -6%
State Street
16
State Street
Massachusetts
$34.2M +$971K +14,712 +3%
NA
17
Nottingham Advisors
New York
$31.7M +$1.92M +29,114 +6%
UCFA
18
United Capital Financial Advisors
Texas
$26.5M -$694K -10,521 -3%
BWA
19
Burt Wealth Advisors
Maryland
$25.2M +$704K +10,666 +3%
LFAS
20
Level Four Advisory Services
Texas
$25.1M +$6.74M +101,963 +37%
MIH
21
Madison Investment Holdings
Wisconsin
$24.6M +$4.05M +61,371 +20%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$23.4M +$5.38M +81,453 +30%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$22.1M +$1.9M +28,738 +9%
TF
24
Tompkins Financial
New York
$21.9M +$546K +8,274 +3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$20.9M +$2.83M +42,884 +16%