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iShares MSCI EAFE Min Vol Factor ETF
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Overview Fund Activity

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
Holders
479
Holders Change
+9
Holders Change %
+1.91%
% of All Funds
6.51%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
62
Increased
111
Reduced
185
Closed
43
Calls
$47K
Puts
$203K
Net Calls
-$156K
Net Calls Change
-$658K

Top Buyers

1
WAOI
Wealth Advisors of Iowa
Iowa
+$11.4M
2
GWM
Geneos Wealth Management
Colorado
+$10.6M
3
FIA
Foundations Investment Advisors
Arizona
+$10.4M
4
GM
GeoWealth Management
Illinois
+$10.4M
5
ECA
Elevation Capital Advisory
Oregon
+$9.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.46B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$99.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.4M
4
VCS
Vaughan & Co Securities
New Jersey
-$8.39M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$7.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
101
Capital Analysts LLC
Pennsylvania
$2.52M +$5.14K +66 +0.2%
VCS
102
Vaughan & Co Securities
New Jersey
$2.46M -$8.39M -107,611 -77%
BWM
103
Brickley Wealth Management
California
$2.43M +$2.88K +37 +0.1%
PA
104
Prism Advisors
California
$2.37M – – –
LFAS
105
Level Four Advisory Services
Texas
$2.37M -$50K -642 -2%
MCM
106
MAI Capital Management
Ohio
$2.24M -$12K -154 -0.5%
MA
107
Mutual Advisors
Nebraska
$2.19M +$134K +1,648 +6%
MG
108
Mather Group
Illinois
$2.11M -$24.8K -318 -1%
MPW
109
Monterey Private Wealth
California
$2.11M – – –
Bank of New York Mellon
110
Bank of New York Mellon
New York
$2.1M +$1.61M +20,650 +329%
UB
111
UMB Bank
Missouri
$2.05M +$363K +4,654 +22%
IWM
112
IHT Wealth Management
Illinois
$2.03M +$68.5K +879 +3%
MWG
113
Martin Worley Group
Utah
$2.02M +$539K +6,913 +36%
Envestnet Portfolio Solutions
114
Envestnet Portfolio Solutions
Illinois
$2.01M -$232K -2,982 -10%
FPAS
115
Focus Partners Advisor Solutions
Missouri
$2M +$1.55M +19,879 +344%
NS
116
NBC Securities
Alabama
$1.99M +$1.99M +25,575 +116,250%
KA
117
Klingman & Associates
New York
$1.9M -$45.3K -582 -2%
AFP
118
Ausdal Financial Partners
Iowa
$1.86M -$70.4K -903 -4%
KAS
119
Kestra Advisory Services
Texas
$1.84M -$569K -7,306 -24%
EH
120
Equitable Holdings
New York
$1.81M -$3.3M -42,360 -65%
TC
121
TownSquare Capital
Utah
$1.8M -$2.49K -32 -0.1%
TA
122
TPG Advisors
Illinois
$1.72M -$378K -4,857 -18%
Cerity Partners
123
Cerity Partners
New York
$1.71M -$62.1K -797 -3%
BFG
124
Berger Financial Group
Minnesota
$1.69M -$71.3K -915 -4%
MWM
125
McNaughton Wealth Management
California
$1.67M -$6.3M -80,910 -79%
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5
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