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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
FWI
26
Facet Wealth Inc
Maryland
$17.9M +$1.49M +19,934 +10%
S
27
SimplyRich
California
$15.9M +$115K +1,537 +0.8%
ACM
28
Armbruster Capital Management
New York
$15.8M +$383K +5,127 +3%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$14.5M -$836K -11,192 -6%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$14.4M -$7.32M -97,986 -35%
Mariner
31
Mariner
Kansas
$13M -$488K -6,530 -4%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$12.4M +$924K +12,376 +8%
LNB
33
Ledyard National Bank
$11.6M -$17.5K -235 -0.2%
WAOI
34
Wealth Advisors of Iowa
Iowa
$11.4M +$11M +146,815 New
MML Investors Services
35
MML Investors Services
Massachusetts
$11.1M -$467K -6,254 -4%
AHC
36
Anderson Hoagland & Co
Missouri
$10.6M +$665K +8,909 +7%
FIA
37
Foundations Investment Advisors
Arizona
$10.4M +$9.99M +133,840 New
GM
38
GeoWealth Management
Illinois
$10.4M +$9.95M +133,315 New
Creative Planning
39
Creative Planning
Kansas
$9.93M +$2.08M +27,910 +28%
PMG
40
ProVise Management Group
Florida
$9.73M +$735K +9,851 +9%
ECA
41
Elevation Capital Advisory
Oregon
$9.7M +$9.3M +124,515 New
AAS
42
Avantax Advisory Services
Texas
$9.39M +$987K +13,217 +12%
RCAG
43
Rehmann Capital Advisory Group
Michigan
$8.83M -$581K -7,786 -6%
CL
44
Choreo LLC
Illinois
$8.77M -$334K -4,468 -4%
OMC
45
Old Mission Capital
Illinois
$8.72M +$6.31M +84,503 +309%
SP
46
Symmetry Partners
Connecticut
$8.55M +$106K +1,420 +1%
MFG
47
Magnus Financial Group
New York
$8.39M +$91.5K +1,226 +1%
Comerica Bank
48
Comerica Bank
Texas
$8.35M -$278K -3,727 -3%
Truist Financial
49
Truist Financial
North Carolina
$8.25M +$549K +7,348 +7%
PS
50
Principal Securities
Iowa
$8.13M +$159K +2,134 +2%

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.