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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

435 hedge funds and large institutions have $6.85B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 198 increasing their positions, 132 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+7
Holders Change %
+1.64%
% of All Funds
9.46%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
1.31%
New
45
Increased
198
Reduced
132
Closed
32
Calls
$6.59M
Puts
$479K
Net Calls
+$6.11M
Net Calls Change
-$1.17M

Top Buyers

1
TWM
Tanglewood Wealth Management
Texas
+$29.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$25.8M
3
HSA
HBK Sorce Advisory
Pennsylvania
+$25.6M
4
BlackRock
BlackRock
New York
+$20.4M
5
MIH
Madison Investment Holdings
Wisconsin
+$15M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
2
TF
Tompkins Financial
New York
-$40.3M
3
QI
QS Investors
New York
-$31.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$29.2M
5
Bank of America
Bank of America
North Carolina
-$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.06B -$26.9M -370,058 -2%
Ameriprise
2
Ameriprise
Minnesota
$583M -$16.8M -231,088 -3%
BlackRock
3
BlackRock
New York
$456M +$20.4M +280,935 +5%
Morgan Stanley
4
Morgan Stanley
New York
$348M +$7.91M +108,910 +2%
UBS Group
5
UBS Group
Switzerland
$262M -$433K -5,965 -0.2%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$239M +$25.8M +355,142 +12%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$228M -$128M -1,755,664 -36%
USAA
8
United Services Automobile Association
Texas
$190M – – –
RJFSA
9
Raymond James Financial Services Advisors
Florida
$185M +$9.78M +134,679 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$173M +$2.89M +39,784 +2%
Wells Fargo
11
Wells Fargo
California
$151M -$10.7M -147,912 -7%
LPL Financial
12
LPL Financial
California
$130M -$24.9M -343,267 -16%
CSIA
13
Charles Schwab Investment Advisory
California
$128M -$6.3M -86,693 -5%
SAM
14
Securian Asset Management
Minnesota
$104M +$5.35M +73,700 +5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$95.8M +$8.97M +123,458 +10%
HSA
16
HBK Sorce Advisory
Pennsylvania
$76.5M +$25.6M +352,321 +50%
MIH
17
Madison Investment Holdings
Wisconsin
$75.9M +$15M +206,281 +25%
MFG
18
Merit Financial Group
Georgia
$74.1M +$2.99M +41,585 +4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$73.7M +$13.5M +186,535 +23%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$69.7M +$7.25M +99,787 +12%
Financial Engines Advisors
21
Financial Engines Advisors
California
$55.9M -$1.1M -15,146 -2%
AG
22
Advisor Group
Arizona
$52.5M -$1.33M -18,321 -2%
SEI Investments
23
SEI Investments
Pennsylvania
$48.6M +$3.88M +53,392 +9%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$48.3M +$698K +9,605 +1%
NA
25
Nottingham Advisors
New York
$47.9M +$567K +7,762 +1%
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