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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
+$32.7M
4
SF
Summit Financial
New Jersey
+$29.1M
5
AssetMark Inc
AssetMark Inc
California
+$23.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$22.1M
2
US Bancorp
US Bancorp
Minnesota
-$21.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$12M
4
GWM
Geneos Wealth Management
Colorado
-$11.4M
5
FIA
Foundations Investment Advisors
Arizona
-$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
326
SteelPeak Wealth
California
$296K -$9.67K -115 -3%
CAG
327
Csenge Advisory Group
Florida
$292K -$13.8K -164 -5%
GWS
328
Greykasell Wealth Strategies
California
$291K +$291K +3,465 New
BWM
329
BCGM Wealth Management
Indiana
$286K -$14.9K -177 -5%
MWA
330
Meridian Wealth Advisors
Texas
$285K – – –
WWM
331
Western Wealth Management
Colorado
$284K +$65.3K +777 +30%
BDFN
332
Bond & Devick Financial Network
Minnesota
$284K – – –
HNWAG
333
High Net Worth Advisory Group
Florida
$283K – – –
SFS
334
Sowell Financial Services
Arkansas
$274K +$1.09K +13 +0.4%
Principal Financial Group
335
Principal Financial Group
Iowa
$274K – – –
BI
336
Bolthouse Investments
California
$271K – – –
CB
337
Commerce Bank
Missouri
$268K – – –
WPC
338
Wedmont Private Capital
Pennsylvania
$265K +$265K +3,151 New
FCFC
339
First Citizens Financial Corp
Iowa
$264K – – –
FB
340
Fulton Bank
Pennsylvania
$263K -$14.6K -174 -5%
BOPW
341
Brandywine Oak Private Wealth
Pennsylvania
$262K – – –
BCA
342
Bay Colony Advisors
Massachusetts
$262K +$262K +3,115 New
EWA
343
Elevate Wealth Advisory
Georgia
$261K +$7.65K +91 +3%
BAAM
344
Baker Avenue Asset Management
California
$261K +$8.32K +99 +3%
Vanguard Group
345
Vanguard Group
Pennsylvania
$261K -$9.5K -113 -4%
WTC
346
WhitTier Trust Company
Nevada
$260K – – –
EWA
347
Exencial Wealth Advisors
Oklahoma
$260K +$260K +3,093 New
Squarepoint
348
Squarepoint
New York
$259K +$259K +3,079 New
EWA
349
EverSource Wealth Advisors
Alabama
$257K +$243K +2,895 +1,809%
AR
350
Apeiron RIA
Texas
$257K +$1.09K +13 +0.4%
12 13
14
15 16