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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

511 hedge funds and large institutions have $3.77B invested in iShares MSCI EAFE Min Vol Factor ETF in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 186 increasing their positions, 164 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+32
Holders Change %
+6.68%
% of All Funds
6.85%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
72
Increased
186
Reduced
164
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$338M
2
US Bancorp
US Bancorp
Minnesota
$253K
3
Fidelity Investments
Fidelity Investments
Massachusetts
$758M
4
GWM
Geneos Wealth Management
Colorado
$9.25M
5
FIA
Foundations Investment Advisors
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BBW
251
Blue Barn Wealth
Utah
$515K -$9.08K -108 -2%
AWA
252
Acorn Wealth Advisors
Michigan
$514K -$3.03K -36 -0.6%
CTWM
253
Cherry Tree Wealth Management
Minnesota
$511K – – –
AIP
254
Ameritas Investment Partners
Nebraska
$510K -$143K -1,699 -22%
CNBTD
255
Citizens National Bank Trust Department
Mississippi
$509K -$12.6K -150 -2%
KFGK
256
Keystone Financial Group (Kentucky)
Kentucky
$503K +$58.8K +700 +13%
RFS
257
Richardson Financial Services
Massachusetts
$496K +$222K +2,634 +81%
SMA
258
Sage Mountain Advisors
Georgia
$492K -$190K -2,255 -28%
AWM
259
Aries Wealth Management
Maine
$486K -$1.09M -12,964 -69%
IWS
260
Insight Wealth Strategies
California
$484K +$3.54K +42 +0.7%
EIP
261
Ellis Investment Partners
Pennsylvania
$484K +$226K +2,687 +88%
PB
262
Pinnacle Bancorp
Nebraska
$476K – – –
JIC
263
Johnson Investment Counsel
Ohio
$474K +$45.4K +540 +11%
CFG
264
Cornerstone Financial Group
Nebraska
$462K +$756 +9 +0.2%
SIA
265
Sovereign Investment Advisors
Arizona
$456K – – –
AI
266
Atria Investments
North Carolina
$454K -$56.4K -671 -11%
VA
267
VestGen Advisors
Illinois
$454K – – –
NFSG
268
Newbridge Financial Services Group
Florida
$453K +$453K +5,392 New
FWP
269
FAS Wealth Partners
Kansas
$448K +$4.79K +57 +1%
CSP
270
Cary Street Partners
Virginia
$443K +$209K +2,490 +90%
FHA
271
Flagship Harbor Advisors
Massachusetts
$442K +$1.77K +21 +0.4%
JFG
272
JMG Financial Group
Illinois
$440K – – –
CIBC World Market
273
CIBC World Market
Ontario, Canada
$440K -$841 -10 -0.2%
JIC
274
Joel Isaacson & Co
New York
$430K +$430K +5,120 New
HFW
275
Horizon Family Wealth
Illinois
$428K +$428K +5,087 New
9 10
11
12 13