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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 %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$714M -$99.1M -1,271,914 -12%
Bank of America
2
Bank of America
North Carolina
$333M -$1.46B -18,695,053 -81%
BlackRock
3
BlackRock
New York
$322M +$1.31M +16,825 +0.4%
Morgan Stanley
4
Morgan Stanley
New York
$160M -$5.48M -70,294 -3%
WBG
5
Wharton Business Group
Pennsylvania
$131M +$1.61M +20,644 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$122M -$11.4M -145,835 -9%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$95.9M -$3.06M -39,230 -3%
Financial Engines Advisors
8
Financial Engines Advisors
California
$74.3M -$960K -12,318 -1%
LPL Financial
9
LPL Financial
California
$66.9M -$6.46M -82,891 -9%
SAM
10
Securian Asset Management
Minnesota
$65M – – –
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$49.3M -$4.82M -61,869 -9%
UBS Group
12
UBS Group
Switzerland
$46.7M -$262K -3,357 -0.6%
Wells Fargo
13
Wells Fargo
California
$46.3M -$1.86M -23,808 -4%
SEI Investments
14
SEI Investments
Pennsylvania
$45.3M +$403K +5,175 +0.9%
Ameriprise
15
Ameriprise
Minnesota
$45.2M +$6.01M +77,023 +15%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$35.9M +$6.2M +79,604 +21%
Raymond James Financial
17
Raymond James Financial
Florida
$32.8M +$609K +7,812 +2%
AllianceBernstein
18
AllianceBernstein
Tennessee
$30.2M -$1.87M -23,994 -6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$27.2M +$1.07M +13,743 +4%
Amundi
20
Amundi
France
$24.9M +$1.19M +15,100 +5%
BWA
21
Burt Wealth Advisors
Maryland
$21.9M -$197K -2,530 -0.9%
BCM
22
Brookstone Capital Management
Illinois
$20.9M +$123K +1,581 +0.6%
US Bancorp
23
US Bancorp
Minnesota
$20.3M +$1.2M +15,399 +6%
GWM
24
Geneos Wealth Management
Colorado
$19.2M +$10.6M +135,710 +123%
AssetMark Inc
25
AssetMark Inc
California
$18.3M +$2.17M +27,805 +13%
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