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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
WHG
351
Westwood Holdings Group
Texas
$212K +$203K +2,724 New
SF
352
Synovus Financial
Georgia
$212K +$203K +2,718 New
AWM
353
Apollon Wealth Management
South Carolina
$210K -$122K -1,640 -38%
EFL
354
ERn Financial LLC
Wisconsin
$209K -$24.3K -326 -11%
PIA
355
Perennial Investment Advisors
California
$207K -$24.9K -334 -11%
SFG
356
Sovereign Financial Group
Connecticut
$205K +$196K +2,630 New
CKAIS
357
Christensen King & Associates Investment Services
Washington
$204K +$195K +2,615 New
WWM
358
Western Wealth Management
Colorado
$203K +$194K +2,602 New
SXL
359
Summit X LLC
Missouri
$203K +$224K +3,004 New
SF
360
Summit Financial
New Jersey
$202K +$193K +2,591 New
SS
361
Sunbelt Securities
Texas
$200K +$373 +5 +0.2%
SAM
362
Smartleaf Asset Management
Massachusetts
$192K
ADL
363
Asset Dedication LLC
California
$188K
Citigroup
364
Citigroup
New York
$186K
SFC
365
SYM Financial Corp
Indiana
$180K +$32.3K +433 +23%
IA
366
IFP Advisors
Florida
$176K -$3.88K -52 -2%
GWP
367
Gen-Wealth Partners
Michigan
$175K
SFCL
368
Strengthening Families & Communities LLC
Massachusetts
$151K
CT
369
Colonial Trust
South Carolina
$150K -$26.3K -352 -15%
CF
370
Centaurus Financial
California
$148K -$10.5K -140 -7%
HI
371
Harbour Investments
Wisconsin
$140K -$6.12K -82 -4%
HPC
372
HM Payson & Co
Maine
$135K
HCA
373
Heck Capital Advisors
Wisconsin
$134K -$1.08M -14,482 -89%
AF
374
Advisornet Financial
Minnesota
$133K +$17.7K +237 +16%
AIC
375
Archer Investment Corporation
Indiana
$131K

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.