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iShares MSCI EAFE Min Vol Factor ETF

483 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 63 funds opening new positions, 111 increasing their positions, 187 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 44

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

2% more funds holding

Funds holding: 472483 (+11)

7.32% less ownership

Funds ownership: 77.44%70.11% (-7.3%)

25% less capital invested

Capital invested by funds: $4.38B → $3.28B (-$1.1B)

41% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 187

77% less call options, than puts

Call options by funds: $47K | Put options by funds: $203K

Holders
483
Holders Change
+11
Holders Change %
+2.33%
% of All Funds
6.48%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
63
Increased
111
Reduced
187
Closed
44
Calls
$47K
Puts
$203K
Net Calls
-$156K
Net Calls Change
-$658K
Name Holding Trade Value Shares
Change
Change in
Stake
IWS
251
Insight Wealth Strategies
California
$444K -$27K -362 -6%
PB
252
Pinnacle Bancorp
Nebraska
$441K
VA
253
VestGen Advisors
Illinois
$420K +$403K +5,395 New
KWA
254
Kingswood Wealth Advisors
California
$416K -$470K -6,302 -54%
KFGK
255
Keystone Financial Group (Kentucky)
Kentucky
$412K -$1.72K -23 -0.4%
FWP
256
FAS Wealth Partners
Kansas
$411K +$672 +9 +0.2%
GA
257
Goldstein Advisors
Wisconsin
$409K +$12.9K +173 +3%
CIBC World Market
258
CIBC World Market
Ontario, Canada
$408K -$7.69K -103 -2%
JFG
259
JMG Financial Group
Illinois
$408K
FHA
260
Flagship Harbor Advisors
Massachusetts
$408K +$18.8K +252 +5%
EL
261
EWA LLC
Pennsylvania
$403K -$38.1K -510 -9%
FPCG
262
Forum Private Client Group
Indiana
$401K -$17.4K -233 -4%
CWMK
263
Caliber Wealth Management (Kansas)
Kansas
$399K +$382K +5,115 New
JIC
264
Johnson Investment Counsel
Ohio
$397K -$46.4K -621 -11%
SP
265
Stablepoint Partners
Massachusetts
$392K -$8.44K -113 -2%
SIA
266
Sovereign Investment Advisors
Arizona
$385K
BF
267
Blankinship & Foster
California
$383K
FP
268
Financial Perspectives
Minnesota
$378K
KF
269
K2 Financial
California
$376K +$23.9K +320 +7%
PA
270
PFG Advisors
Arizona
$364K +$3.14K +42 +0.9%
CL
271
COWA LLC
Oklahoma
$361K +$11.2K +150 +3%
FFN
272
Focus Financial Network
Minnesota
$357K -$2.91K -39 -0.8%
PFM
273
Peak Financial Management
Massachusetts
$348K
GFWA
274
Grey Fox Wealth Advisors
Delaware
$347K -$2.84K -38 -0.8%
WSFS
275
Wilmington Savings Fund Society
Delaware
$346K

EFAV Hedge Fund Activity: Q1 2025 in Review

483 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q1 2025, worth a combined $3.28B — down 25% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new EFAV positions and 44 closed out — a net gain of 19 holders — while 111 added to existing stakes and 187 trimmed.

The largest buyer was Wealth Advisors of Iowa, opening a new position worth an estimated $11M. The largest seller was Bank of America, cutting an estimated $1.4B.

  • 483 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q1 2025, up from 472 in Q4 2024.
  • Funds reported $3.28B of iShares MSCI EAFE Min Vol Factor ETF stock for Q1 2025, down 25% quarter-over-quarter.
  • 63 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q1 2025 and 44 closed out, a net change of +19 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q1 2025 was Wealth Advisors of Iowa, an estimated $11M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q1 2025 was Bank of America, an estimated $1.4B sold.

Based on aggregated 13F filings for Q1 2025.