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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

519 hedge funds and large institutions have $6.63B invested in iShares MSCI EAFE Min Vol Factor ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 185 increasing their positions, 235 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-28
Holders Change %
-5.12%
% of All Funds
10.67%
Holding in Top 10
76
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.59%
% of All Funds
1.56%
New
45
Increased
185
Reduced
235
Closed
71
Calls
$6.41M
Puts
–
Net Calls
+$6.41M
Net Calls Change
+$251K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$70M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$37M
3
SEI Investments
SEI Investments
Pennsylvania
+$21.9M
4
SP
Symmetry Partners
Connecticut
+$16.6M
5
JWM
Janiczek Wealth Management
Colorado
+$16.3M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$130M
2
Bank of America
Bank of America
North Carolina
-$94.3M
3
RIG
RiverFront Investment Group
Virginia
-$42.3M
4
Ameriprise
Ameriprise
Minnesota
-$34.8M
5
UBS Group
UBS Group
Switzerland
-$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$788M -$94.3M -1,428,058 -11%
BlackRock
2
BlackRock
New York
$466M -$15M -226,392 -3%
Ameriprise
3
Ameriprise
Minnesota
$394M -$34.8M -526,862 -8%
Morgan Stanley
4
Morgan Stanley
New York
$331M -$11M -166,407 -3%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$316M +$2.75M +41,661 +0.9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$244M +$70M +1,059,395 +40%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$197M +$8.86M +134,123 +5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$183M +$774K +11,722 +0.4%
UBS Group
9
UBS Group
Switzerland
$177M -$33.6M -508,682 -16%
Victory Capital Management
10
Victory Capital Management
Texas
$130M -$130M -1,963,224 -50%
Wells Fargo
11
Wells Fargo
California
$127M -$3.76M -56,846 -3%
LPL Financial
12
LPL Financial
California
$112M -$13.8M -209,579 -11%
SAM
13
Securian Asset Management
Minnesota
$99.5M -$9.37M -141,900 -9%
Charles Schwab
14
Charles Schwab
California
$98.9M -$6.34M -95,958 -6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$92.7M -$4.41M -66,768 -5%
Financial Engines Advisors
16
Financial Engines Advisors
California
$90M -$213K -3,229 -0.2%
HSA
17
HBK Sorce Advisory
Pennsylvania
$83.2M -$9.35M -141,610 -10%
MFG
18
Merit Financial Group
Georgia
$68.9M -$167K -2,527 -0.2%
WBG
19
Wharton Business Group
Pennsylvania
$67.5M -$409K -6,184 -0.6%
Osaic Holdings
20
Osaic Holdings
Arizona
$60.9M -$20.8M -315,464 -25%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$57.8M -$24.2M -366,643 -30%
SIRP
22
Shelter Insurance Retirement Plan
Missouri
$55.4M – – –
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$52.2M -$16.4M -247,764 -24%
AllianceBernstein
24
AllianceBernstein
Tennessee
$50.8M +$37M +559,605 +268%
WPW
25
Waldron Private Wealth
Pennsylvania
$49.3M +$2.27M +34,329 +5%
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