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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

258 hedge funds and large institutions have $3.95B invested in iShares MSCI EAFE Min Vol Factor ETF in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 73 reducing their positions, and 14 closing their positions.

Holders
258
Holders Change
+22
Holders Change %
+9.32%
% of All Funds
6.44%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.82%
New
38
Increased
120
Reduced
73
Closed
14
Calls
–
Puts
$1.55M
Net Calls
-$1.55M
Net Calls Change
-$810K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$713M
2
PCM
2
Price Capital Management
Louisiana
$41.3M
3
USAA
3
United Services Automobile Association
Texas
$198M
4
Ameriprise
4
Ameriprise
Minnesota
$363M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$21.1M

Top Sellers

1
State Street
1
State Street
Massachusetts
$2.05M
2
AL
2
Aspiriant LLC
California
$2.58M
3
WIM
3
Windhaven Investment Management
Massachusetts
$157M
4
QI
4
QS Investors
New York
$114M
5
LFAS
5
Level Four Advisory Services
Texas
$20.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$713M 10,304,417 +1,155,165 +13%
BlackRock
2
BlackRock
New York
$364M 5,257,981 +128,621 +3%
Ameriprise
3
Ameriprise
Minnesota
$363M 5,237,317 +374,736 +8%
USAA
4
United Services Automobile Association
Texas
$198M 2,852,840 +525,600 +23%
Morgan Stanley
5
Morgan Stanley
New York
$176M 2,547,226 +89,346 +4%
UBS Group
6
UBS Group
Switzerland
$171M 2,463,230 +86,095 +4%
WIM
7
Windhaven Investment Management
Massachusetts
$157M 2,264,540 -187,799 -8%
Wells Fargo
8
Wells Fargo
California
$115M 1,665,511 -28,835 -2%
QI
9
QS Investors
New York
$114M 1,640,898 -129,344 -7%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$91.2M 1,316,504 -43,175 -3%
LPL Financial
11
LPL Financial
California
$85.6M 1,235,978 +69,612 +6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$80.7M 1,164,814 +75,258 +7%
SAM
13
Securian Asset Management
Minnesota
$72.4M 1,045,632 -23,405 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$54.7M 789,431 +59,848 +8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$43.5M 628,203 -10,386 -2%
PCM
16
Price Capital Management
Louisiana
$41.3M 596,490 +596,490 New
NA
17
Nottingham Advisors
New York
$35.5M 513,195 +32,414 +7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$30.4M 439,179 +85,002 +24%
BWA
19
Burt Wealth Advisors
Maryland
$29.4M 425,027 +42,941 +11%
UCFA
20
United Capital Financial Advisors
Texas
$28M 404,205 +2,938 +0.7%
MIH
21
Madison Investment Holdings
Wisconsin
$26.9M 388,155 +15,472 +4%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$26.4M 381,305 +46,215 +14%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$25.5M 368,036 +51,367 +16%
SEI Investments
24
SEI Investments
Pennsylvania
$23.7M 342,728 +28,295 +9%
TF
25
Tompkins Financial
New York
$23.1M 333,169 +952 +0.3%
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