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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
SWP
501
Sagespring Wealth Partners
Tennessee
-$236K -3,334 Closed
LFA
502
Legacy Financial Advisors
Kentucky
-$231K -3,267 Closed
CB
503
Chris Bulman
California
-$228K -3,231 Closed
First Trust Advisors
504
First Trust Advisors
Illinois
-$212K -2,993 Closed
PAS
505
PKS Advisory Services
New York
-$211K -2,990 Closed
EBA
506
Eagle Bay Advisors
New York
-$85.6K -1,210 Closed
BOJHT
507
Bank of Jackson Hole Trust
Wyoming
-$82.5K -1,167 Closed
CFB
508
Cullen/Frost Bankers
Texas
-$80.7K -1,141 Closed
SAM
509
Synergy Asset Management
Washington
-$84.7K -1,104 Closed
AWM
510
Avior Wealth Management
Nebraska
-$70.1K -991 Closed
CWM
511
Cedar Wealth Management
California
-$18.5K -261 Closed
RF
512
Roxbury Financial
New Jersey
-$14.7K -199 Closed
MSFP
513
Mark Sheptoff Financial Planning
Connecticut
-$12.4K -176 Closed
BFPW
514
BOK Financial Private Wealth
Colorado
-$11.9K -168 Closed
NSIM
515
North Star Investment Management
Illinois
-$11.4K -161 Closed
TCG
516
Transcendent Capital Group
Oklahoma
-$10.6K -150 Closed
Fifth Third Bancorp
517
Fifth Third Bancorp
Ohio
-$8.13K -115 Closed
CAS
518
Coppell Advisory Solutions
Texas
-$7.49K -106 Closed
PA
519
PSI Advisors
Florida
-$5.87K -83 Closed
SMAM
520
Sugar Maple Asset Management
Wisconsin
-$3.25K -46 Closed
KIM
521
Kestra Investment Management
Texas
-$3.07K -43 Closed
AP
522
Atwood & Palmer
Missouri
-$2.97K -42 Closed
OC
523
Oarsman Capital
Wisconsin
-$2.4K -34 Closed
ANBT
524
American National Bank & Trust
Texas
-$2.19K -31 Closed
TAM
525
Tucker Asset Management
Colorado
-$1.98K -28 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.