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iShares MSCI EAFE Min Vol Factor ETF

507 hedge funds and large institutions have $3.61B invested in iShares MSCI EAFE Min Vol Factor ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 139 increasing their positions, 175 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

21% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 175

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
507
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$51.8M
2 -$45M
3 -$30.4M
4
AG
Ascent Group
Virginia
-$25.3M
5
Ameriprise
Ameriprise
Minnesota
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SMCM
201
Sky-Mountain Capital Management
Idaho
$831K
WB
202
WesBanco Bank
West Virginia
$828K
DAS
203
Diversify Advisory Services
Utah
$828K
TF
204
Tompkins Financial
New York
$820K
GRP
205
Global Retirement Partners
California
$811K
PA
206
PFG Advisors
Arizona
$799K
SM
207
Sweeney & Michel
California
$792K
Thrivent Financial for Lutherans
208
Thrivent Financial for Lutherans
Minnesota
$788K
EAM
209
Empirical Asset Management
Massachusetts
$785K
SI
210
Stephens Inc
Arkansas
$784K
MWM
211
Mascoma Wealth Management
New Hampshire
$783K
ACP
212
Arcus Capital Partners
Georgia
$768K
PIMG
213
Patriot Investment Management Group
Tennessee
$767K
SPC
214
Spirepoint Private Client
Florida
$757K
EIP
215
Ellis Investment Partners
Pennsylvania
$735K
PPWP
216
Premier Path Wealth Partners
New Jersey
$727K
IA
217
IFG Advisory
Georgia
$704K
SYBT
218
Stock Yards Bank & Trust
Kentucky
$699K
TWM
219
Tolleson Wealth Management
Texas
$694K
BWL
220
Bogart Wealth LLC
Virginia
$690K
CA
221
Clearstead Advisors
Ohio
$689K
BDF
222
Black Diamond Financial
Maryland
$686K
WIC
223
Woodmont Investment Counsel
Tennessee
$681K
VWM
224
Venturi Wealth Management
Texas
$681K
PFA
225
Portland Financial Advisors
New York
$681K