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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
HFS
476
Hughes Financial Services
Virginia
$1.79K +$1.72K +23 New
TCOV
477
Trust Company of Vermont
Vermont
$1.32K +$1.27K +17 New
IHWM
478
Iron Horse Wealth Management
Iowa
$1.17K
HI
479
Horizon Investments
North Carolina
$1.01K
CT
480
Clearstead Trust
Maine
$936
JHCP
481
Jackson Hole Capital Partners
Oklahoma
$935
PGAM
482
Princeton Global Asset Management
New Jersey
$857
LWMI
483
Legacy Wealth Management (Idaho)
Idaho
$468
BNP Paribas Financial Markets
484
BNP Paribas Financial Markets
France
$156 -$373 -5 -71%
KWM
485
Kingsview Wealth Management
Oregon
-$3.42M -48,352 Closed
National Bank of Canada
486
National Bank of Canada
Quebec, Canada
-$1.58M -22,345 Closed
IAA
487
Independent Advisor Alliance
North Carolina
-$1.45M -20,529 Closed
QP
488
Quartz Partners
New York
-$811K -11,464 Closed
NF
489
Nikulski Financial
Iowa
-$793K -11,213 Closed
HGA
490
Hobbs Group Advisors
South Carolina
-$769K -10,878 Closed
Northern Trust
491
Northern Trust
Illinois
-$586K -8,281 Closed
NEPWA
492
New England Private Wealth Advisors
Massachusetts
-$499K -7,064 Closed
EAM
493
Evanson Asset Management
California
-$467K -6,598 Closed
AWA
494
Alaska Wealth Advisors
Alaska
-$427K -6,038 Closed
OIA
495
OneDigital Investment Advisors
Kansas
-$396K -5,603 Closed
YIH
496
Y-Intercept (HK)
Hong Kong
-$374K -5,284 Closed
CFGS
497
Concourse Financial Group Securities
Alabama
-$320K -4,499 Closed
VFPW
498
Vantage Financial Partners (Wisconsin)
Wisconsin
-$317K -4,487 Closed
VCP
499
Verus Capital Partners
Arizona
-$284K -4,023 Closed
CL
500
CLG LLC
California
-$273K -3,857 Closed

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.