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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 %
QCM
201
Quantinno Capital Management
New York
$804K -$57.4K -683 -7%
EWA
202
EP Wealth Advisors
California
$789K +$7.57K +90 +1%
SM
203
Sweeney & Michel
California
$788K +$11K +132 +1%
EAM
204
Empirical Asset Management
Massachusetts
$778K +$1.09K +13 +0.1%
SI
205
Stephens Inc
Arkansas
$777K +$15.1K +180 +2%
MWM
206
Mascoma Wealth Management
New Hampshire
$776K – – –
ACP
207
Arcus Capital Partners
Georgia
$761K +$16.4K +195 +2%
GRP
208
Global Retirement Partners
California
$752K +$752K +8,948 New
SPC
209
Spirepoint Private Client
Florida
$750K – – –
PIMG
210
Patriot Investment Management Group
Tennessee
$747K -$24.9K -296 -3%
WIC
211
Woodmont Investment Counsel
Tennessee
$742K -$2.07M -24,576 -74%
PPWP
212
Premier Path Wealth Partners
New Jersey
$720K -$5.3K -63 -0.7%
HP
213
Hilltop Partners
Indiana
$707K -$21.5K -256 -3%
PA
214
PFG Advisors
Arizona
$702K +$310K +3,684 +79%
Betterment LLC
215
Betterment LLC
New York
$700K +$700K +8,327 New
IA
216
IFG Advisory
Georgia
$697K +$19.2K +229 +3%
SYBT
217
Stock Yards Bank & Trust
Kentucky
$697K +$67.8K +807 +11%
ACS
218
Archford Capital Strategies
Illinois
$695K -$864K -10,273 -55%
CA
219
Clearstead Advisors
Ohio
$692K -$2.86K -34 -0.4%
TWM
220
Tolleson Wealth Management
Texas
$687K -$30.9K -368 -4%
BWL
221
Bogart Wealth LLC
Virginia
$684K – – –
BDF
222
Black Diamond Financial
Maryland
$680K – – –
HWP
223
Hibernia Wealth Partners
Louisiana
$677K +$341K +4,051 +101%
VWM
224
Venturi Wealth Management
Texas
$675K – – –
PFA
225
Portland Financial Advisors
New York
$674K – – –
7 8
9
10 11