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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
WT
376
Whittier Trust
California
$127K
PFBT
377
Parkside Financial Bank & Trust
Missouri
$125K -$53.1K -711 -31%
EWP
378
Elevation Wealth Partners
California
$124K -$50.1K -671 -30%
NWMP
379
Noble Wealth Management PBC
Colorado
$121K -$8.06K -108 -6%
T
380
Transce3nd
Texas
$118K +$15.2K +203 +16%
DAM
381
Delta Asset Management
Tennessee
$115K
PAG
382
Paladin Advisory Group
Iowa
$95.8K -$63.5K -851 -41%
BC
383
Barrett & Company
Rhode Island
$94.4K
FDCDDQ
384
Federation des caisses Desjardins du Quebec
Quebec, Canada
$92.2K -$1.94K -26 -2%
GJIA
385
Glass Jacobson Investment Advisors
Maryland
$91K
SC
386
SouthState Corp
Florida
$90.3K +$86.5K +1,159 New
RFA
387
Reyes Financial Architecture
California
$89.4K
HIA
388
Harbor Investment Advisory
Maryland
$76.1K
LFG
389
Larson Financial Group
Missouri
$74.9K
CIBC Private Wealth Group
390
CIBC Private Wealth Group
Georgia
$74.8K +$672 +9 +0.9%
PWM
391
Provident Wealth Management
Tennessee
$68.2K -$1.87K -25 -3%
GWSG
392
GPS Wealth Strategies Group
Colorado
$68K
CIAS
393
Capital Investment Advisory Services
North Carolina
$62.7K +$42.5K +569 +241%
RPCA
394
Running Point Capital Advisors
California
$61.2K -$34.1K -457 -37%
CCM
395
Coldstream Capital Management
Washington
$57.9K +$55.5K +743 New
AA
396
Ancora Advisors
Ohio
$57.7K -$75 -1 -0.1%
CTA
397
Colonial Trust Advisors
South Carolina
$50.6K
WB
398
Webster Bank
Connecticut
$50.6K
EWM
399
EPG Wealth Management
Georgia
$49.7K
WA
400
WPG Advisers
Maryland
$48.6K -$24.6K -330 -35%

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.