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iShares MSCI EAFE Min Vol Factor ETF

515 hedge funds and large institutions have $3.78B invested in iShares MSCI EAFE Min Vol Factor ETF in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 185 increasing their positions, 167 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 34

15% more capital invested

Capital invested by funds: $3.28B → $3.78B (+$495M)

11% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 167

7% more funds holding

Funds holding: 483515 (+32)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1.27% less ownership

Funds ownership: 70.11%68.84% (-1.3%)

Holders
515
Holders Change
+32
Holders Change %
+6.63%
% of All Funds
6.78%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
73
Increased
185
Reduced
167
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
276
CIBC World Market
Ontario, Canada
$440K -$818 -10 -0.2%
JIC
277
Joel Isaacson & Co
New York
$430K +$419K +5,120 New
HFW
278
Horizon Family Wealth
Illinois
$428K +$416K +5,087 New
CL
279
COWA LLC
Oklahoma
$418K +$28.4K +347 +7%
CWMK
280
Caliber Wealth Management (Kansas)
Kansas
$418K -$11.8K -144 -3%
SP
281
Stablepoint Partners
Massachusetts
$414K -$9.49K -116 -2%
FP
282
Financial Perspectives
Minnesota
$409K +$1.55K +19 +0.4%
SW
283
Simplicity Wealth
New Jersey
$406K +$395K +4,828 New
KF
284
K2 Financial
California
$402K +$16.7K +204 +4%
VWA
285
Visionary Wealth Advisors
Illinois
$401K -$2.56M -31,324 -87%
FPCG
286
Forum Private Client Group
Indiana
$392K -$39.5K -483 -9%
WA
287
WBH Advisory
Maryland
$391K +$381K +4,652 New
LC
288
Landaas & Company
Wisconsin
$391K +$381K +4,650 New
KWA
289
Kingswood Wealth Advisors
California
$388K -$58.6K -716 -13%
GA
290
Goldstein Advisors
Wisconsin
$386K -$53.6K -655 -12%
GFWA
291
Grey Fox Wealth Advisors
Delaware
$380K +$6.47K +79 +2%
PFM
292
Peak Financial Management
Massachusetts
$376K +$164 +2 +0%
ANTB
293
AMG National Trust Bank
Colorado
$376K +$3.68K +45 +1%
IAN
294
Integrated Advisors Network
Texas
$375K +$4.58K +56 +1%
WSFS
295
Wilmington Savings Fund Society
Delaware
$373K
CPA
296
Cardiff Park Advisors
California
$373K +$1.39K +17 +0.4%
SCA
297
Sage Capital Advisors
South Dakota
$371K
BF
298
Blankinship & Foster
California
$370K -$41.9K -512 -10%
KPWS
299
Kestra Private Wealth Services
Texas
$369K +$11.5K +141 +3%
ACA
300
Ackerman Capital Advisors
Texas
$366K +$4.09K +50 +1%

EFAV Hedge Fund Activity: Q2 2025 in Review

515 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q2 2025, worth a combined $3.78B — up 15% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new EFAV positions and 34 closed out — a net gain of 39 holders — while 185 added to existing stakes and 167 trimmed.

The largest buyer was Portfolio Design Labs, opening a new position worth an estimated $44.6M. The largest seller was Bank of America, cutting an estimated $21.5M.

  • 515 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q2 2025, up from 483 in Q1 2025.
  • Funds reported $3.78B of iShares MSCI EAFE Min Vol Factor ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 73 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q2 2025 and 34 closed out, a net change of +39 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q2 2025 was Portfolio Design Labs, an estimated $44.6M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q2 2025 was Bank of America, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2025.