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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 %
CL
276
COWA LLC
Oklahoma
$418K +$29.2K +347 +7%
CWMK
277
Caliber Wealth Management (Kansas)
Kansas
$418K -$12.1K -144 -3%
SP
278
Stablepoint Partners
Massachusetts
$414K -$9.75K -116 -2%
FP
279
Financial Perspectives
Minnesota
$409K +$1.6K +19 +0.4%
SW
280
Simplicity Wealth
New Jersey
$406K +$406K +4,828 New
KF
281
K2 Financial
California
$402K +$16.8K +204 +4%
VWA
282
Visionary Wealth Advisors
Illinois
$401K -$2.63M -31,324 -87%
FPCG
283
Forum Private Client Group
Indiana
$392K -$40.6K -483 -9%
WA
284
WBH Advisory
Maryland
$391K +$391K +4,652 New
LC
285
Landaas & Company
Wisconsin
$391K +$391K +4,650 New
KWA
286
Kingswood Wealth Advisors
California
$388K -$60.2K -716 -13%
GA
287
Goldstein Advisors
Wisconsin
$386K -$55.1K -655 -12%
GFWA
288
Grey Fox Wealth Advisors
Delaware
$380K +$6.64K +79 +2%
PFM
289
Peak Financial Management
Massachusetts
$376K +$168 +2 +0%
ANTB
290
AMG National Trust Bank
Colorado
$376K +$3.78K +45 +1%
IAN
291
Integrated Advisors Network
Texas
$375K +$4.71K +56 +1%
WSFS
292
Wilmington Savings Fund Society
Delaware
$373K – – –
CPA
293
Cardiff Park Advisors
California
$373K +$1.43K +17 +0.4%
SCA
294
Sage Capital Advisors
South Dakota
$371K – – –
BF
295
Blankinship & Foster
California
$370K -$43K -512 -10%
KPWS
296
Kestra Private Wealth Services
Texas
$369K +$11.9K +141 +3%
ACA
297
Ackerman Capital Advisors
Texas
$366K +$4.2K +50 +1%
JJBC
298
James J. Burns & Company
New York
$363K +$6.47K +77 +2%
AFO
299
Arrowroot Family Office
California
$362K +$362K +4,303 New
GGS
300
Galvin Gaustad & Stein
Arizona
$360K -$6.31K -75 -2%
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