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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 %
Cerity Partners
126
Cerity Partners
New York
$1.83M -$13.2K -157 -0.7%
SPIA
127
Steward Partners Investment Advisory
New York
$1.8M +$128K +1,523 +8%
SEIA
128
Signature Estate & Investment Advisors
California
$1.8M +$85.8K +1,021 +5%
MWM
129
McNaughton Wealth Management
California
$1.8M -$5.72K -68 -0.3%
Envestnet Portfolio Solutions
130
Envestnet Portfolio Solutions
Illinois
$1.79M -$388K -4,618 -18%
TA
131
TPG Advisors
Illinois
$1.75M -$105K -1,244 -6%
BWM
132
Brown Wealth Management
Illinois
$1.74M -$6.64K -79 -0.4%
BFG
133
Berger Financial Group
Minnesota
$1.74M -$85.1K -1,012 -5%
CA
134
CGN Advisors
Kansas
$1.73M +$46.7K +556 +3%
CFO
135
CVA Family Office
Colorado
$1.72M -$42.1K -501 -2%
SAG
136
SageView Advisory Group
California
$1.66M +$6.13K +74 +0.4%
HSA
137
HBK Sorce Advisory
Pennsylvania
$1.65M -$104K -1,240 -6%
BCG
138
Breakwater Capital Group
New Jersey
$1.61M -$20.7K -246 -1%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$1.59M +$21.3K +253 +1%
KSWA
140
Kathleen S. Wright Associates
Pennsylvania
$1.55M +$205K +2,438 +15%
BPA
141
Beacon Pointe Advisors
California
$1.55M -$60.4K -719 -4%
CIA
142
Concurrent Investment Advisors
Florida
$1.53M +$1.53M +18,201 New
BIA
143
Bell Investment Advisors
California
$1.52M +$15.8K +188 +1%
BFG
144
Bleakley Financial Group
New Jersey
$1.51M +$1.51M +18,016 New
PWA
145
Peterson Wealth Advisors
Utah
$1.5M -$56.3K -670 -4%
FVWA
146
Foster Victor Wealth Advisors
South Carolina
$1.46M -$72.9K -868 -5%
REMPR
147
Roof Eidam Maycock Peralta (REMP)
California
$1.45M – – –
BA
148
Bellwether Advisors
Nebraska
$1.43M -$2.94K -35 -0.2%
SRC
149
Shufro Rose & Co
New York
$1.43M -$8.88K -114 -0.6%
PCIA
150
Prime Capital Investment Advisors
Kansas
$1.39M -$249K -2,966 -15%
4 5
6
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