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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

507 hedge funds and large institutions have $3.76B invested in iShares MSCI EAFE Min Vol Factor ETF in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 184 increasing their positions, 163 reducing their positions, and 30 closing their positions.

Holders
507
Holders Change
+28
Holders Change %
+5.85%
% of All Funds
6.81%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
72
Increased
184
Reduced
163
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PDL
1
Portfolio Design Labs
California
$45.8M
2
AG
2
Ascent Group
Virginia
$36.1M
3
BlackRock
3
BlackRock
New York
$380M
4
SF
4
Summit Financial
New Jersey
$29.3M
5
AssetMark Inc
5
AssetMark Inc
California
$43.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$338M
2
US Bancorp
2
US Bancorp
Minnesota
$253K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$758M
4
GWM
4
Geneos Wealth Management
Colorado
$9.25M
5
FIA
5
Foundations Investment Advisors
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$758M 9,018,238 -142,451 -2%
BlackRock
2
BlackRock
New York
$380M 4,519,794 +388,844 +9%
Bank of America
3
Bank of America
North Carolina
$338M 4,016,421 -262,547 -6%
Morgan Stanley
4
Morgan Stanley
New York
$176M 2,091,253 +42,093 +2%
WBG
5
Wharton Business Group
Pennsylvania
$149M 1,770,694 +82,013 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$132M 1,571,782 +11,087 +0.7%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$105M 1,243,810 +13,404 +1%
LPL Financial
8
LPL Financial
California
$83.8M 996,453 +138,420 +16%
Financial Engines Advisors
9
Financial Engines Advisors
California
$70.4M 837,417 -115,650 -12%
SAM
10
Securian Asset Management
Minnesota
$68.5M 815,269 -19,250 -2%
Ameriprise
11
Ameriprise
Minnesota
$64.5M 767,283 +188,461 +33%
Wells Fargo
12
Wells Fargo
California
$63.2M 752,309 +158,604 +27%
UBS Group
13
UBS Group
Switzerland
$54.7M 650,270 +50,945 +9%
SEI Investments
14
SEI Investments
Pennsylvania
$52.4M 622,873 +41,032 +7%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$48.3M 574,511 -58,769 -9%
PDL
16
Portfolio Design Labs
California
$45.8M 544,915 +544,915 New
AssetMark Inc
17
AssetMark Inc
California
$43.1M 513,119 +278,742 +119%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$39.4M 468,678 +7,648 +2%
Raymond James Financial
19
Raymond James Financial
Florida
$37M 439,656 +19,227 +5%
AG
20
Ascent Group
Virginia
$36.1M 429,124 +429,124 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$35.2M 419,326 +235,154 +128%
AllianceBernstein
22
AllianceBernstein
Tennessee
$33M 393,073 +4,984 +1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$31.6M 376,386 +26,936 +8%
SF
24
Summit Financial
New Jersey
$29.3M 348,672 +346,081 +13,357%
WAOI
25
Wealth Advisors of Iowa
Iowa
$26.3M 312,395 +165,580 +113%
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