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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 %
PWM
176
Perigon Wealth Management
California
$984K -$158K -2,028 -14%
Susquehanna International Group
177
Susquehanna International Group
Pennsylvania
$979K +$979K +12,558 New
BEAM
178
Baker Ellis Asset Management
Washington
$958K -$23.4K -300 -2%
CFO
179
Callan Family Office
Pennsylvania
$940K +$940K +12,070 New
MCA
180
Magnolia Capital Advisors
Mississippi
$925K +$107K +1,376 +13%
CIAS
181
CFS Investment Advisory Services
New Jersey
$922K -$22.5K -289 -2%
SRWM
182
Shira Ridge Wealth Management
California
$911K +$390 +5 +0%
OSAM
183
O'Shaughnessy Asset Management
Connecticut
$863K +$24.7K +317 +3%
TF
184
Tompkins Financial
New York
$854K – – –
IP
185
Investment Partners
Ohio
$851K -$375K -4,810 -31%
CAM
186
Clark Asset Management
New Hampshire
$841K +$841K +10,799 New
VCM
187
Versant Capital Management
Arizona
$828K – – –
MA
188
MONECO Advisors
Connecticut
$820K +$211K +2,713 +35%
QCM
189
Quantinno Capital Management
New York
$798K +$149K +1,917 +23%
FT
190
Fiduciary Trust
Massachusetts
$796K – – –
Corient Private Wealth
191
Corient Private Wealth
Florida
$795K -$1.4K -18 -0.2%
MFWP
192
Mosaic Family Wealth Partners
Missouri
$774K – – –
FFA
193
Farther Finance Advisors
California
$773K -$407K -5,211 -34%
SMCM
194
Sky-Mountain Capital Management
Idaho
$753K +$753K +9,665 New
ECM
195
Evergreen Capital Management
Washington
$752K – – –
Thrivent Financial for Lutherans
196
Thrivent Financial for Lutherans
Minnesota
$734K +$282K +3,748 +62%
WB
197
WesBanco Bank
West Virginia
$730K -$10.4K -134 -1%
EWA
198
EP Wealth Advisors
California
$724K -$5.92K -76 -0.8%
EAM
199
Empirical Asset Management
Massachusetts
$720K – – –
MWM
200
Mascoma Wealth Management
New Hampshire
$719K – – –
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