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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
JWCA
126
J.W. Cole Advisors
Florida
$1.65M +$1.08M +14,527 +218%
SA
127
Sanctuary Advisors
Indiana
$1.64M -$160K -2,147 -9%
CFO
128
CVA Family Office
Colorado
$1.64M -$7.47K -100 -0.5%
BWM
129
Brown Wealth Management
Illinois
$1.62M -$84.8K -1,136 -5%
HSA
130
HBK Sorce Advisory
Pennsylvania
$1.62M -$350K -4,687 -18%
FFA
131
Fortune Financial Advisors
Kansas
$1.59M -$51.7K -693 -3%
SEIA
132
Signature Estate & Investment Advisors
California
$1.59M -$17.7K -237 -1%
BAM
133
Belpointe Asset Management
Nevada
$1.58M +$1.51M +20,269 New
CA
134
CGN Advisors
Kansas
$1.56M -$76.2K -1,020 -5%
LAS
135
Lloyd Advisory Services
Georgia
$1.56M +$1.49M +20,008 New
SAG
136
SageView Advisory Group
California
$1.55M -$52.9K -709 -3%
SPIA
137
Steward Partners Investment Advisory
New York
$1.55M -$343K -4,589 -19%
PCIA
138
Prime Capital Investment Advisors
Kansas
$1.52M +$232K +3,105 +19%
BCG
139
Breakwater Capital Group
New Jersey
$1.51M +$24.3K +325 +2%
BPA
140
Beacon Pointe Advisors
California
$1.49M -$20.3K -272 -1%
SAM
141
Sawgrass Asset Management
Florida
$1.47M -$170K -2,279 -11%
AWM
142
Aries Wealth Management
Maine
$1.46M +$44K +590 +3%
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$1.45M -$50.6K -678 -4%
ACS
144
Archford Capital Strategies
Illinois
$1.44M -$53.5K -716 -4%
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$1.44M +$319K +4,277 +30%
SRC
146
Shufro Rose & Co
New York
$1.44M -$21.1K -283 -2%
WANY
147
Wealthspire Advisors (New York)
New York
$1.44M -$1.67M -22,364 -55%
FVWA
148
Foster Victor Wealth Advisors
South Carolina
$1.42M -$53.9K -722 -4%
BIA
149
Bell Investment Advisors
California
$1.39M -$9.33K -125 -0.7%
HWM
150
HB Wealth Management
Georgia
$1.37M -$7.47K -100 -0.6%

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.