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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 %
Lido Advisors
176
Lido Advisors
California
$1.08M -$71.1K -846 -6%
PWM
177
Perigon Wealth Management
California
$1.06M -$2.44K -29 -0.2%
FM
178
Foster & Motley
Ohio
$1.04M -$104K -1,240 -9%
MA
179
MONECO Advisors
Connecticut
$1.03M +$146K +1,733 +16%
Corient Private Wealth
180
Corient Private Wealth
Florida
$1.02M +$165K +1,962 +19%
BEAM
181
Baker Ellis Asset Management
Washington
$1.02M -$12.6K -150 -1%
CFO
182
Callan Family Office
Pennsylvania
$1.01M – – –
EH
183
Equitable Holdings
New York
$996K -$952K -11,324 -49%
SRWM
184
Shira Ridge Wealth Management
California
$988K +$5.46K +65 +0.6%
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$978K +$46.7K +556 +5%
CIAS
186
CFS Investment Advisory Services
New Jersey
$935K -$60.1K -715 -6%
ECM
187
Evergreen Capital Management
Washington
$922K +$111K +1,322 +14%
TF
188
Tompkins Financial
New York
$921K – – –
IP
189
Investment Partners
Ohio
$920K +$2.52K +30 +0.3%
VCM
190
Versant Capital Management
Arizona
$911K +$17.2K +205 +2%
CAM
191
Clark Asset Management
New Hampshire
$908K – – –
P
192
&Partners
Tennessee
$906K +$145K +1,722 +19%
FFA
193
Farther Finance Advisors
California
$881K +$48K +571 +6%
FT
194
Fiduciary Trust
Massachusetts
$859K – – –
PA
195
Parallel Advisors
California
$859K +$852K +10,136 +13,164%
MFWP
196
Mosaic Family Wealth Partners
Missouri
$836K +$1.93K +23 +0.2%
DAS
197
Diversify Advisory Services
Utah
$833K +$142K +1,678 +21%
WB
198
WesBanco Bank
West Virginia
$824K +$37K +440 +5%
SMCM
199
Sky-Mountain Capital Management
Idaho
$814K – – –
CFG
200
Carr Financial Group
Massachusetts
$812K +$812K +9,654 New
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8
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