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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 %
VFIC
151
Valley Forge Investment Consultants
Pennsylvania
$1.38M +$227K +2,703 +20%
AF
152
Allworth Financial
California
$1.38M +$29.1K +346 +2%
WANY
153
Wealthspire Advisors (New York)
New York
$1.38M -$175K -2,077 -11%
TC
154
Tacita Capital
Ontario, Canada
$1.32M -$32.4K -385 -2%
CFG
155
Citizens Financial Group
Rhode Island
$1.28M +$77.8K +925 +6%
AWA
156
Arkadios Wealth Advisors
Georgia
$1.28M -$19.7K -234 -2%
FG
157
Foster Group
Iowa
$1.28M -$34K -404 -3%
PIAS
158
PCA Investment Advisory Services
Ohio
$1.27M +$4.71K +56 +0.4%
GVAG
159
Great Valley Advisor Group
Delaware
$1.26M -$101K -1,203 -7%
SAM
160
Sawgrass Asset Management
Florida
$1.23M -$354K -4,210 -22%
HWM
161
HB Wealth Management
Georgia
$1.22M -$257K -3,063 -17%
PAS
162
Park Avenue Securities
New York
$1.21M +$108K +1,288 +10%
CAL
163
Capital Advisors Ltd
Ohio
$1.21M +$42K +500 +4%
ISWM
164
Independent Solutions Wealth Management
New York
$1.19M +$1.19M +14,187 New
FMP
165
Financial Management Professionals
Texas
$1.19M +$1.19M +14,172 New
AFG
166
Atomi Financial Group
New York
$1.19M -$15K -179 -1%
OMC
167
Old Mission Capital
Illinois
$1.19M -$8.21M -97,717 -87%
MMA
168
Miracle Mile Advisors
California
$1.16M +$542K +6,443 +87%
Kayne Anderson Rudnick Investment Management
169
Kayne Anderson Rudnick Investment Management
California
$1.16M +$73.4K +872 +7%
IWA
170
IBEX Wealth Advisors
New Jersey
$1.15M +$1.15M +13,705 New
WPW
171
Waldron Private Wealth
Pennsylvania
$1.13M -$30.5K -363 -3%
GWP
172
Gateway Wealth Partners
Wisconsin
$1.12M -$10.6K -126 -0.9%
RRA
173
Round Rock Advisors
Connecticut
$1.12M -$338K -4,020 -23%
MCA
174
Magnolia Capital Advisors
Mississippi
$1.1M +$97.8K +1,163 +10%
KNFPWM
175
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.09M +$13.5K +161 +1%
5 6
7
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