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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

428 hedge funds and large institutions have $6.84B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 176 increasing their positions, 132 reducing their positions, and 30 closing their positions.

Holders
428
Holders Change
+16
Holders Change %
+3.88%
% of All Funds
9.28%
Holding in Top 10
61
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.67%
% of All Funds
1.32%
New
55
Increased
176
Reduced
132
Closed
30
Calls
$7.81M
Puts
$530K
Net Calls
+$7.28M
Net Calls Change
+$794K

Top Buyers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$50.4M
2
Ameriprise
2
Ameriprise
Minnesota
$594M
3
Morgan Stanley
3
Morgan Stanley
New York
$337M
4
MMA
4
Miracle Mile Advisors
California
$32.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$168M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$11.6M
2
TWM
2
Tanglewood Wealth Management
Texas
$752K
3
Wells Fargo
3
Wells Fargo
California
$160M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$6.12M
5
CSIA
5
Charles Schwab Investment Advisory
California
$133M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.07B 14,917,906 +371,349 +3%
Ameriprise
2
Ameriprise
Minnesota
$594M 8,254,142 +650,404 +9%
BlackRock
3
BlackRock
New York
$431M 5,990,399 +166,697 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$353M 4,899,391 +224,143 +5%
Morgan Stanley
5
Morgan Stanley
New York
$337M 4,677,515 +508,834 +12%
UBS Group
6
UBS Group
Switzerland
$261M 3,619,171 +217,037 +6%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$211M 2,935,274 +280,084 +11%
USAA
8
United Services Automobile Association
Texas
$189M 2,621,400 – –
RJFSA
9
Raymond James Financial Services Advisors
Florida
$173M 2,406,740 +59,380 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$168M 2,339,860 +421,452 +22%
Wells Fargo
11
Wells Fargo
California
$160M 2,226,082 -180,782 -8%
LPL Financial
12
LPL Financial
California
$154M 2,138,175 +145,588 +7%
CSIA
13
Charles Schwab Investment Advisory
California
$133M 1,845,876 -95,355 -5%
SAM
14
Securian Asset Management
Minnesota
$98.2M 1,364,112 +19,200 +1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$86.1M 1,195,820 +30,595 +3%
MFG
16
Merit Financial Group
Georgia
$70.3M 988,896 +46,505 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$61.9M 859,981 +131,925 +18%
MIH
18
Madison Investment Holdings
Wisconsin
$60.4M 838,540 +316,591 +61%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$59.6M 827,415 +118,273 +17%
Financial Engines Advisors
20
Financial Engines Advisors
California
$56.5M 785,310 +32,054 +4%
AG
21
Advisor Group
Arizona
$53.4M 741,070 +165,127 +29%
HSA
22
HBK Sorce Advisory
Pennsylvania
$50.4M 700,531 +700,531 New
QI
23
QS Investors
New York
$50.1M 695,665 +123,872 +22%
OBWP
24
O'Brien Wealth Partners
Massachusetts
$49.7M 690,780 +137,957 +25%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$47.2M 654,720 -60,952 -9%
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