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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
JP Morgan Chase
51
JP Morgan Chase
New York
$7.92M -$850K -11,383 -10%
CIC
52
Cutler Investment Counsel
Oregon
$7.83M -$3.38M -45,295 -31%
AC
53
Apella Capital
Connecticut
$7.62M -$2.63M -35,241 -26%
Osaic Holdings
54
Osaic Holdings
Arizona
$7.61M -$1.33M -17,880 -15%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$7.59M -$1.3M -17,359 -15%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$7.53M +$1.4M +18,739 +24%
HighTower Advisors
57
HighTower Advisors
Illinois
$7.44M -$150K -2,015 -2%
AL
58
Aspiriant LLC
California
$6.75M -$3.08M -41,236 -32%
WDL
59
Well Done LLC
Michigan
$6.61M -$134K -1,796 -2%
AMG
60
Asset Management Group
Connecticut
$6.43M -$14.6K -196 -0.2%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$6.26M +$153K +2,052 +3%
YCG
62
Yeomans Consulting Group
Georgia
$6.24M +$263K +3,517 +5%
FF
63
Friedenthal Financial
New Jersey
$6.15M -$1.31M -17,585 -18%
TNBTD
64
Trustmark National Bank Trust Department
Mississippi
$5.99M -$95.8K -1,283 -2%
Stifel Financial
65
Stifel Financial
Missouri
$5.92M +$405K +5,422 +8%
GT
66
Glenmede Trust
Pennsylvania
$5.45M +$38.7K +519 +0.7%
EC
67
Estate Counselors
Wisconsin
$4.89M -$435K -5,823 -8%
NA
68
NewEdge Advisors
Louisiana
$4.67M -$36.7K -491 -0.8%
RWP
69
RWA Wealth Partners
Massachusetts
$4.48M -$483K -6,470 -10%
MCCP
70
Mission Creek Capital Partners
California
$4.47M -$3.33M -44,624 -44%
WIA
71
World Investment Advisors
California
$4.47M -$89.9K -1,204 -2%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$4.42M -$365K -4,892 -8%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$4.38M +$118K +1,586 +3%
AIM
74
Anchor Investment Management
South Carolina
$4.35M +$236K +3,163 +6%
TTWM
75
TCV Trust & Wealth Management
Virginia
$4.29M +$110K +1,477 +3%

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.