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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

345 hedge funds and large institutions have $5.33B invested in iShares MSCI EAFE Min Vol Factor ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 148 increasing their positions, 109 reducing their positions, and 25 closing their positions.

Holders
345
Holders Change
+4
Holders Change %
+1.17%
% of All Funds
7.9%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.08%
New
29
Increased
148
Reduced
109
Closed
25
Calls
$524K
Puts
$961K
Net Calls
-$437K
Net Calls Change
-$128K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$695M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$104M
3
QI
3
QS Investors
New York
$109M
4
OBWP
4
O'Brien Wealth Partners
Massachusetts
$49.6M
5
CIC
5
Cutler Investment Counsel
Oregon
$12.7M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$82.8M
2
UBS Group
2
UBS Group
Switzerland
$184M
3
CWM
3
Cornerstone Wealth Management
Missouri
$19.6M
4
LFAS
4
Level Four Advisory Services
Texas
$11.9M
5
HA
5
Hamel Associates
New Jersey
$7.45M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$764M 10,490,756 -54,041 -0.5%
Ameriprise
2
Ameriprise
Minnesota
$695M 7,330,980 +599,741 +9%
BlackRock
3
BlackRock
New York
$392M 5,381,201 +13,721 +0.3%
Morgan Stanley
4
Morgan Stanley
New York
$202M 2,774,958 -66,666 -2%
USAA
5
United Services Automobile Association
Texas
$196M 2,696,150 -60,280 -2%
UBS Group
6
UBS Group
Switzerland
$184M 2,528,171 -127,779 -5%
CSIA
7
Charles Schwab Investment Advisory
California
$149M 2,040,080 -78,939 -4%
LPL Financial
8
LPL Financial
California
$144M 1,974,000 -6,035 -0.3%
Wells Fargo
9
Wells Fargo
California
$127M 1,740,878 -22,168 -1%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$126M 1,737,083 +83,550 +5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$119M 1,627,975 +101,571 +7%
QI
12
QS Investors
New York
$109M 1,492,778 +496,532 +50%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$104M 1,428,570 +718,941 +101%
SAM
14
Securian Asset Management
Minnesota
$92.9M 1,276,172 +56,600 +5%
AllianceBernstein
15
AllianceBernstein
Tennessee
$82.8M 1,137,161 -315,337 -22%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$79.7M 1,094,573 +40,663 +4%
MFG
17
Merit Financial Group
Georgia
$61.4M 852,083 +57,031 +7%
EFS
18
Edelman Financial Services
Virginia
$56.2M 772,275 -5,100 -0.7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$54.4M 746,620 +18,949 +3%
OBWP
20
O'Brien Wealth Partners
Massachusetts
$49.6M 680,595 +369,159 +119%
NA
21
Nottingham Advisors
New York
$47.3M 645,645 +21,522 +3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$46M 632,061 +39,051 +7%
SEI Investments
23
SEI Investments
Pennsylvania
$45.2M 621,016 +18,778 +3%
MML Investors Services
24
MML Investors Services
Massachusetts
$37.7M 517,774 +118,796 +30%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$37M 507,766 -68,220 -12%
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