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iShares MSCI EAFE Min Vol Factor ETF
EFAV

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: 483 → 515 (+32)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (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
–

Top Buyers

Rank Fund Capital Flow
1
PDL
Portfolio Design Labs
California
+$44.6M
2
AG
Ascent Group
Virginia
+$35.1M
3
BlackRock
BlackRock
New York
+$31.8M
4
SF
Summit Financial
New Jersey
+$28.3M
5
AssetMark Inc
AssetMark Inc
California
+$22.8M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$21.5M
2
US Bancorp
US Bancorp
Minnesota
-$21.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.7M
4
GWM
Geneos Wealth Management
Colorado
-$11.1M
5
FIA
Foundations Investment Advisors
Arizona
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCT
326
Family Capital Trust
Massachusetts
$298K – – –
MGIA
327
Moneta Group Investment Advisors
Missouri
$296K -$818 -10 -0.3%
SW
328
SteelPeak Wealth
California
$296K -$9.41K -115 -3%
CAG
329
Csenge Advisory Group
Florida
$292K -$13.4K -164 -5%
GWS
330
Greykasell Wealth Strategies
California
$291K +$284K +3,465 New
BWM
331
BCGM Wealth Management
Indiana
$286K -$14.5K -177 -5%
MWA
332
Meridian Wealth Advisors
Texas
$285K – – –
WWM
333
Western Wealth Management
Colorado
$284K +$63.6K +777 +30%
BDFN
334
Bond & Devick Financial Network
Minnesota
$284K – – –
HNWAG
335
High Net Worth Advisory Group
Florida
$283K – – –
SFS
336
Sowell Financial Services
Arkansas
$274K +$1.06K +13 +0.4%
Principal Financial Group
337
Principal Financial Group
Iowa
$274K – – –
BI
338
Bolthouse Investments
California
$271K – – –
CB
339
Commerce Bank
Missouri
$268K – – –
WPC
340
Wedmont Private Capital
Pennsylvania
$265K +$258K +3,151 New
FCFC
341
First Citizens Financial Corp
Iowa
$264K – – –
FB
342
Fulton Bank
Pennsylvania
$263K -$14.2K -174 -5%
BOPW
343
Brandywine Oak Private Wealth
Pennsylvania
$262K – – –
BCA
344
Bay Colony Advisors
Massachusetts
$262K +$255K +3,115 New
EWA
345
Elevate Wealth Advisory
Georgia
$261K +$7.45K +91 +3%
BAAM
346
Baker Avenue Asset Management
California
$261K +$8.1K +99 +3%
Vanguard Group
347
Vanguard Group
Pennsylvania
$261K -$9.25K -113 -4%
WTC
348
WhitTier Trust Company
Nevada
$260K – – –
EWA
349
Exencial Wealth Advisors
Oklahoma
$260K +$253K +3,093 New
Squarepoint
350
Squarepoint
New York
$259K +$252K +3,079 New
12 13
14
15 16

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.