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iShares MSCI EAFE Min Vol Factor ETF
EFAV

515 hedge funds and large institutions have $3.61B invested in iShares MSCI EAFE Min Vol Factor ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 141 increasing their positions, 177 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

0% more funds holding

Funds holding: 515 → 515 (0)

4% less capital invested

Capital invested by funds: $3.78B → $3.61B (-$168M)

1.82% less ownership

Funds ownership: 68.84% → 67.02% (-1.8%)

20% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 177

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
515
Holders Change
–
Holders Change %
0%
% of All Funds
6.76%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
36
Increased
141
Reduced
177
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.9M
2
Amundi
Amundi
France
+$10.1M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$6.9M
4
Osaic Holdings
Osaic Holdings
Arizona
+$6.57M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$6.43M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$44.8M
3
PDL
Portfolio Design Labs
California
-$30.3M
4
AG
Ascent Group
Virginia
-$25.2M
5
Ameriprise
Ameriprise
Minnesota
-$20.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
476
Hantz Financial Services
Michigan
$9K +$8.61K +102 New
OCM
477
Orion Capital Management
California
$8.91K +$8.87K +105 New
CFFP
478
Center for Financial Planning
Michigan
$8.74K – – –
BSB
479
Bangor Savings Bank
Maine
$8.4K – – –
MA
480
Montag & Associates
Georgia
$7.72K – – –
HCM
481
Hollencrest Capital Management
California
$7.65K – – –
1L
482
10Elms LLP
Oklahoma
$7.55K – – –
CT
483
Caldwell Trust
Florida
$7.38K +$7.34K +87 New
VWM
484
Vermillion Wealth Management
Minnesota
$7.02K – – –
BTD
485
BankPlus Trust Department
Mississippi
$5.85K – – –
RPC
486
Rossmore Private Capital
Connecticut
$5.85K +$5.83K +69 New
LCM
487
Logan Capital Management
Pennsylvania
$5.7K – – –
FC
488
Financial Consulate
Maryland
$5.29K +$5.23K +62 New
MHR
489
Matthew Hamilton Rosenberg
$4.5K – – –
JWM
490
JPL Wealth Management
Colorado
$4.24K +$4.22K +50 New
PPA
491
Painted Porch Advisors
California
$4.07K – – –
TCOV
492
Trust Company of Vermont
Vermont
$3.99K +$3.97K +47 New
GI
493
GAMMA Investing
California
$3.48K – – –
M
494
MOTCO
Texas
$3.31K – – –
RP
495
Rice Partnership
Hawaii
$3.14K +$3.12K +37 New
BI
496
Binnacle Investments
Iowa
$2.97K +$507 +6 +21%
DF
497
Dunhill Financial
United Kingdom
$2.71K – – –
EB
498
Eastern Bank
Massachusetts
$2.46K – – –
AWM
499
Abound Wealth Management
Tennessee
$2.36K – – –
ACA
500
Aptus Capital Advisors
Alabama
$2.21K – – –
18 19
20
21 22

EFAV Hedge Fund Activity: Q3 2025 in Review

515 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q3 2025, worth a combined $3.61B — down 4.4% from $3.78B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new EFAV positions and 27 closed out — a net gain of 9 holders — while 141 added to existing stakes and 177 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $10.9M. The largest seller was Fidelity Investments, cutting an estimated $51.6M.

  • 515 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $3.61B of iShares MSCI EAFE Min Vol Factor ETF stock for Q3 2025, down 4.4% quarter-over-quarter.
  • 36 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q3 2025 and 27 closed out, a net change of +9 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $10.9M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q3 2025 was Fidelity Investments, an estimated $51.6M sold.

Based on aggregated 13F filings for Q3 2025.