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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

450 hedge funds and large institutions have $7.36B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 210 increasing their positions, 123 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
+15
Holders Change %
+3.45%
% of All Funds
9.88%
Holding in Top 10
66
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10%
% of All Funds
1.45%
New
46
Increased
210
Reduced
123
Closed
28
Calls
$7.53M
Puts
–
Net Calls
+$7.53M
Net Calls Change
+$1.42M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$178M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$72.1M
3
SIRP
Shelter Insurance Retirement Plan
Missouri
+$60.4M
4
PI
PFS Investments
Georgia
+$39M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$33.1M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$190M
2
TWM
Tanglewood Wealth Management
Texas
-$28.1M
3
Bank of America
Bank of America
North Carolina
-$24.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.9M
5
GGI
Godsey & Gibb Inc
Virginia
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.04B -$24.9M -339,365 -2%
Ameriprise
2
Ameriprise
Minnesota
$603M +$14.8M +201,417 +3%
BlackRock
3
BlackRock
New York
$490M +$30.4M +414,237 +7%
Morgan Stanley
4
Morgan Stanley
New York
$356M +$5.08M +69,313 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$302M +$72.1M +983,298 +31%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$274M +$33.1M +451,507 +14%
UBS Group
7
UBS Group
Switzerland
$272M +$6.95M +94,862 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$195M +$20.4M +278,907 +12%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$186M -$460K -6,271 -0.2%
Victory Capital Management
10
Victory Capital Management
Texas
$178M +$178M +2,428,026 New
Wells Fargo
11
Wells Fargo
California
$167M +$14.2M +194,207 +9%
LPL Financial
12
LPL Financial
California
$138M +$6.34M +86,574 +5%
CSIA
13
Charles Schwab Investment Advisory
California
$125M -$4M -54,593 -3%
SAM
14
Securian Asset Management
Minnesota
$107M +$2.01M +27,400 +2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$91.5M -$5.15M -70,249 -5%
MIH
16
Madison Investment Holdings
Wisconsin
$89.5M +$13M +176,991 +17%
HSA
17
HBK Sorce Advisory
Pennsylvania
$86.2M +$9.07M +123,739 +12%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$78.4M +$8.06M +109,981 +11%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$78M +$3.7M +50,475 +5%
MFG
20
Merit Financial Group
Georgia
$67.4M -$8.11M -110,626 -11%
AG
21
Advisor Group
Arizona
$60.6M +$7.59M +103,492 +14%
SIRP
22
Shelter Insurance Retirement Plan
Missouri
$60.4M +$60.4M +823,700 New
Financial Engines Advisors
23
Financial Engines Advisors
California
$57.6M +$1.13M +15,486 +2%
SEI Investments
24
SEI Investments
Pennsylvania
$53.2M +$4.18M +56,972 +9%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$51.1M +$2.44M +33,335 +5%
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