We are live on ! Find out more
EFAV icon

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
CWM
76
Congress Wealth Management
Massachusetts
$4.25M -$174K -2,330 -4%
AWS
77
Atria Wealth Solutions
New York
$4.21M -$1.07M -14,389 -21%
MWM
78
Moulton Wealth Management
Washington
$4.04M +$3.87M +51,837 New
MFG
79
Merit Financial Group
Georgia
$3.95M +$571K +7,654 +18%
IAS
80
IMA Advisory Services
Colorado
$3.67M +$138K +1,843 +4%
UCFA
81
United Capital Financial Advisors
Texas
$3.55M -$62.5K -837 -2%
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$3.5M +$2.87M +38,438 +588%
IWC
83
Integrated Wealth Concepts
Massachusetts
$3.41M -$73K -978 -2%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$3.26M -$75K -1,004 -2%
AWM
85
AE Wealth Management
Kansas
$3.23M +$2.89M +38,749 +1,410%
MWM
86
MorganRosel Wealth Management
Colorado
$3.22M -$5.23K -70 -0.2%
PAG
87
Private Advisor Group
New Jersey
$3.18M +$37.8K +506 +1%
DADC
88
D.A. Davidson & Co
Montana
$3.15M -$4.06M -54,331 -57%
ASN
89
Advisory Services Network
Georgia
$3.08M +$49K +657 +2%
PWA
90
Physician Wealth Advisors
Utah
$3.03M -$127K -1,698 -4%
SPA
91
Shore Point Advisors
New Jersey
$3.01M -$89.9K -1,204 -3%
RIM
92
Rakuten Investment Management
Japan
$2.96M +$2.82M +37,753 New
Focus Partners Wealth
93
Focus Partners Wealth
Massachusetts
$2.93M +$182K +2,441 +7%
SC
94
Savant Capital
Illinois
$2.92M -$172K -2,301 -6%
BFS
95
BridgePort Financial Solutions
Iowa
$2.86M +$222K +2,968 +9%
SIC
96
Samalin Investment Counsel
New York
$2.84M -$359K -4,805 -12%
VWA
97
Visionary Wealth Advisors
Illinois
$2.81M +$31.5K +422 +1%
SFA
98
Sequoia Financial Advisors
Ohio
$2.71M -$946K -12,674 -27%
TFA
99
Transamerica Financial Advisors
Florida
$2.71M +$7.02K +94 +0.3%
WIC
100
Woodmont Investment Counsel
Tennessee
$2.6M +$122K +1,630 +5%

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.