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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
CAL
101
Capital Analysts LLC
Pennsylvania
$2.52M +$4.93K +66 +0.2%
VCS
102
Vaughan & Co Securities
New Jersey
$2.46M -$8.03M -107,611 -77%
BWM
103
Brickley Wealth Management
California
$2.43M +$2.76K +37 +0.1%
PA
104
Prism Advisors
California
$2.37M
LFAS
105
Level Four Advisory Services
Texas
$2.37M -$47.9K -642 -2%
MCM
106
MAI Capital Management
Ohio
$2.24M -$11.5K -154 -0.5%
MA
107
Mutual Advisors
Nebraska
$2.19M +$123K +1,648 +6%
MG
108
Mather Group
Illinois
$2.11M -$23.7K -318 -1%
MPW
109
Monterey Private Wealth
California
$2.11M
Bank of New York Mellon
110
Bank of New York Mellon
New York
$2.1M +$1.54M +20,650 +329%
UB
111
UMB Bank
Missouri
$2.05M +$347K +4,654 +22%
IWM
112
IHT Wealth Management
Illinois
$2.03M +$65.6K +879 +3%
MWG
113
Martin Worley Group
Utah
$2.02M +$516K +6,913 +36%
Envestnet Portfolio Solutions
114
Envestnet Portfolio Solutions
Illinois
$2.01M -$223K -2,982 -10%
FPAS
115
Focus Partners Advisor Solutions
Missouri
$2M +$1.48M +19,879 +344%
NS
116
NBC Securities
Alabama
$1.99M +$1.91M +25,575 +116,250%
KA
117
Klingman & Associates
New York
$1.9M -$43.5K -582 -2%
AFP
118
Ausdal Financial Partners
Iowa
$1.86M -$67.4K -903 -4%
KAS
119
Kestra Advisory Services
Texas
$1.84M -$545K -7,306 -24%
EH
120
Equitable Holdings
New York
$1.81M -$3.16M -42,360 -65%
TC
121
TownSquare Capital
Utah
$1.8M -$2.39K -32 -0.1%
TA
122
TPG Advisors
Illinois
$1.72M -$363K -4,857 -18%
Cerity Partners
123
Cerity Partners
New York
$1.71M -$59.5K -797 -3%
BFG
124
Berger Financial Group
Minnesota
$1.69M -$68.3K -915 -4%
MWM
125
McNaughton Wealth Management
California
$1.67M -$6.04M -80,910 -79%

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.