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iShares MSCI EAFE Min Vol Factor ETF

479 hedge funds and large institutions have $3.28B invested in iShares MSCI EAFE Min Vol Factor ETF in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 111 increasing their positions, 185 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

25% less capital invested

Capital invested by funds: $4.38B → $3.28B (-$1.1B)

40% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 185

77% less call options, than puts

Call options by funds: $47K | Put options by funds: $203K

Holders
479
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$47K
Puts
$203K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
401
Beaird Harris Wealth Management
Texas
$43.6K
CFG
402
CKW Financial Group
Hawaii
$39K
PA
403
Pineridge Advisors
Missouri
$38.3K
TSMHT
404
Thurston Springer Miller Herd & Titak
Indiana
$37.6K
TAM
405
Townsend Asset Management
North Carolina
$37K
HNB
406
Huntington National Bank
Ohio
$36.9K
BBHC
407
Brown Brothers Harriman & Co
New York
$33.4K
BCMLT
408
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.1K
CI
409
CX Institutional
Indiana
$32K
FC
410
Fairscale Capital
New Hampshire
$31.6K
SWM
411
Spire Wealth Management
Virginia
$30.7K
HDIM
412
Hanson & Doremus Investment Management
Vermont
$28K
WIM
413
Westside Investment Management
California
$27.3K
BL
414
BFSG LLC
California
$24.6K
NP
415
NorthRock Partners
Minnesota
$24.1K
FFA
416
Founders Financial Alliance
North Carolina
$23.6K
GSWM
417
Golden State Wealth Management
California
$22.4K
FDW
418
Fourth Dimension Wealth
Ohio
$21.5K
OAJ
419
Ogorek Anthony Joseph
New York
$21K
GWS
420
Glassman Wealth Services
Virginia
$20.9K
Q1WB
421
Quest 10 Wealth Builders
Virginia
$20.3K
LI
422
LRI Investments
Florida
$19.6K
AWM
423
Accredited Wealth Management
Kentucky
$19.5K
SIC
424
Salem Investment Counselors
North Carolina
$18.1K
CA
425
Continuum Advisory
Idaho
$17.3K