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iShares MSCI EAFE Min Vol Factor ETF
EFAV

515 hedge funds and large institutions have $3.78B invested in iShares MSCI EAFE Min Vol Factor ETF in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 185 increasing their positions, 167 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 34

15% more capital invested

Capital invested by funds: $3.28B → $3.78B (+$495M)

11% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 167

7% more funds holding

Funds holding: 483 → 515 (+32)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

1.27% less ownership

Funds ownership: 70.11% → 68.84% (-1.3%)

Holders
515
Holders Change
+32
Holders Change %
+6.63%
% of All Funds
6.78%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
73
Increased
185
Reduced
167
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PDL
Portfolio Design Labs
California
+$44.6M
2
AG
Ascent Group
Virginia
+$35.1M
3
BlackRock
BlackRock
New York
+$31.8M
4
SF
Summit Financial
New Jersey
+$28.3M
5
AssetMark Inc
AssetMark Inc
California
+$22.8M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$21.5M
2
US Bancorp
US Bancorp
Minnesota
-$21.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.7M
4
GWM
Geneos Wealth Management
Colorado
-$11.1M
5
FIA
Foundations Investment Advisors
Arizona
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
501
Old Point Trust & Financial Services N A
Virginia
$2.27K – – –
IHWM
502
Iron Horse Wealth Management
Iowa
$2.27K +$982 +12 +80%
ACA
503
Aptus Capital Advisors
Alabama
$2.17K +$82 +1 +4%
DWM
504
Dogwood Wealth Management
Kansas
$1.75K +$1.72K +21 New
BNP Paribas Financial Markets
505
BNP Paribas Financial Markets
France
$1.68K +$1.47K +18 +900%
JFA
506
JNBA Financial Advisors
Minnesota
$1.11K +$1.06K +13 New
CAWM
507
Capital A Wealth Management
Pennsylvania
$1.11K +$1.31K +16 New
CT
508
Clearstead Trust
Maine
$1.01K – – –
JHCP
509
Jackson Hole Capital Partners
Oklahoma
$1.01K – – –
BPAMU
510
BTG Pactual Asset Management US
New York
$1.01K +$982 +12 New
PGAM
511
Princeton Global Asset Management
New Jersey
$925 – – –
AF
512
Alerus Financial
North Dakota
$672 +$655 +8 New
LWMI
513
Legacy Wealth Management (Idaho)
Idaho
$505 – – –
KG
514
Kilter Group
New York
$505 +$491 +6 New
LIS
515
Legacy Investment Solutions
Idaho
$505 +$491 +6 New
TRCT
516
Tower Research Capital (TRC)
New York
$420 -$2.05K -25 -83%
FIA
517
Foundations Investment Advisors
Arizona
– -$10.4M -133,840 Closed
GM
518
GeoWealth Management
Illinois
– -$10.4M -133,315 Closed
ECA
519
Elevation Capital Advisory
Oregon
– -$9.7M -124,515 Closed
RWP
520
RWA Wealth Partners
Massachusetts
– -$4.48M -57,459 Closed
TC
521
TownSquare Capital
Utah
– -$1.8M -23,067 Closed
BAM
522
Belpointe Asset Management
Nevada
– -$1.58M -20,269 Closed
LAS
523
Lloyd Advisory Services
Georgia
– -$1.56M -20,008 Closed
HF
524
HRT Financial
New York
– -$545K -6,998 Closed
CAM
525
Cresset Asset Management
Illinois
– -$310K -3,979 Closed
18 19 20
21
22

EFAV Hedge Fund Activity: Q2 2025 in Review

515 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q2 2025, worth a combined $3.78B — up 15% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new EFAV positions and 34 closed out — a net gain of 39 holders — while 185 added to existing stakes and 167 trimmed.

The largest buyer was Portfolio Design Labs, opening a new position worth an estimated $44.6M. The largest seller was Bank of America, cutting an estimated $21.5M.

  • 515 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q2 2025, up from 483 in Q1 2025.
  • Funds reported $3.78B of iShares MSCI EAFE Min Vol Factor ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 73 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q2 2025 and 34 closed out, a net change of +39 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q2 2025 was Portfolio Design Labs, an estimated $44.6M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q2 2025 was Bank of America, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2025.