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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

562 hedge funds and large institutions have $8.38B invested in iShares MSCI EAFE Min Vol Factor ETF in 2019 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 238 increasing their positions, 126 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+112
Holders Change %
+24.89%
% of All Funds
11.1%
Holding in Top 10
89
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+34.85%
% of All Funds
1.76%
New
143
Increased
238
Reduced
126
Closed
22
Calls
$7.92M
Puts
$336K
Net Calls
+$7.59M
Net Calls Change
+$61K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$74.9M
2
Truist Financial
Truist Financial
North Carolina
+$52.3M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$42.3M
4
BlackRock
BlackRock
New York
+$40.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$39.8M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$46.6M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$24.1M
3
UBS Group
UBS Group
Switzerland
-$19.3M
4
FAIM
Financial Advocates Investment Management
Washington
-$6.12M
5
PI
PFS Investments
Georgia
-$6.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.08B +$22.5M +302,221 +2%
Ameriprise
2
Ameriprise
Minnesota
$607M -$5.42M -72,707 -0.9%
BlackRock
3
BlackRock
New York
$539M +$40.6M +544,814 +8%
Morgan Stanley
4
Morgan Stanley
New York
$383M +$20.9M +279,762 +6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$347M +$39.8M +534,431 +13%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$321M +$42.3M +567,921 +15%
UBS Group
7
UBS Group
Switzerland
$257M -$19.3M -258,259 -7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$216M +$27.2M +364,820 +14%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$216M +$17.6M +236,677 +9%
Wells Fargo
10
Wells Fargo
California
$175M +$5.7M +76,501 +3%
LPL Financial
11
LPL Financial
California
$143M +$2.49M +33,448 +2%
Victory Capital Management
12
Victory Capital Management
Texas
$134M -$46.6M -625,200 -26%
CSIA
13
Charles Schwab Investment Advisory
California
$124M -$3.34M -44,840 -3%
SAM
14
Securian Asset Management
Minnesota
$114M +$4.5M +60,400 +4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$106M +$12.5M +167,537 +13%
HSA
16
HBK Sorce Advisory
Pennsylvania
$93.4M +$5.66M +75,866 +6%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$86.5M +$7.14M +95,784 +9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$85.7M +$5.94M +79,749 +7%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$75.7M +$74.9M +1,004,700 +9,319%
MFG
20
Merit Financial Group
Georgia
$75.5M +$6.94M +93,091 +10%
AG
21
Advisor Group
Arizona
$67.6M +$5.97M +80,073 +10%
MAM
22
Madison Asset Management
Wisconsin
$67.3M +$67.3M +902,301 New
SIRP
23
Shelter Insurance Retirement Plan
Missouri
$60.4M -$1.01M -13,500 -2%
SEI Investments
24
SEI Investments
Pennsylvania
$58.4M +$4.34M +58,245 +8%
Financial Engines Advisors
25
Financial Engines Advisors
California
$57.7M -$872K -11,692 -1%
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