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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
CB
326
Commerce Bank
Missouri
$249K -$1.79K -24 -0.7%
SG
327
StoneX Group
New York
$248K -$61.7K -827 -21%
FCFC
328
First Citizens Financial Corp
Iowa
$245K -$21.1K -282 -8%
BOPW
329
Brandywine Oak Private Wealth
Pennsylvania
$243K
WTC
330
WhitTier Trust Company
Nevada
$241K +$61K +817 +36%
MWA
331
Medallion Wealth Advisors
Connecticut
$240K
1WA
332
180 Wealth Advisors
Washington
$240K -$1.49K -20 -0.6%
EIP
333
Ellis Investment Partners
Pennsylvania
$239K
IFG
334
Independent Financial Group
California
$238K -$4.18K -56 -2%
AR
335
Apeiron RIA
Texas
$237K +$6.12K +82 +3%
EWA
336
Elevate Wealth Advisory
Georgia
$235K
BAAM
337
Baker Avenue Asset Management
California
$234K +$224K +3,007 New
IBOK
338
Independence Bank of Kentucky
Kentucky
$234K
PTC
339
Private Trust Company
Ohio
$234K
PP
340
PDS Planning
Ohio
$228K
AW
341
Alteri Wealth
California
$226K -$74K -991 -26%
OFS
342
OneAscent Financial Services
Alabama
$220K +$210K +2,816 New
CA
343
Claro Advisors
Massachusetts
$217K +$208K +2,789 New
SPWM
344
Straight Path Wealth Management
Michigan
$217K +$208K +2,788 New
CSP
345
Cary Street Partners
Virginia
$217K -$17.2K -230 -8%
PD
346
Planning Directions
Pennsylvania
$215K -$16.7K -224 -8%
VC
347
Veery Capital
Delaware
$214K +$205K +2,745 New
WF
348
Warner Financial
Maryland
$213K +$204K +2,737 New
MWM
349
Mission Wealth Management
California
$213K +$204K +2,731 New
BZWA
350
Blue Zone Wealth Advisors
California
$212K +$203K +2,725 New

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.