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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
KNFPWM
176
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1M -$290K -3,886 -23%
PWM
177
Perigon Wealth Management
California
$984K -$151K -2,028 -14%
Susquehanna International Group
178
Susquehanna International Group
Pennsylvania
$979K +$938K +12,558 New
BEAM
179
Baker Ellis Asset Management
Washington
$958K -$22.4K -300 -2%
CFO
180
Callan Family Office
Pennsylvania
$940K +$901K +12,070 New
MCA
181
Magnolia Capital Advisors
Mississippi
$925K +$103K +1,376 +13%
CIAS
182
CFS Investment Advisory Services
New Jersey
$922K -$21.6K -289 -2%
SRWM
183
Shira Ridge Wealth Management
California
$911K +$373 +5 +0%
OSAM
184
O'Shaughnessy Asset Management
Connecticut
$863K +$23.7K +317 +3%
TF
185
Tompkins Financial
New York
$854K
IP
186
Investment Partners
Ohio
$851K -$359K -4,810 -31%
CAM
187
Clark Asset Management
New Hampshire
$841K +$806K +10,799 New
VCM
188
Versant Capital Management
Arizona
$828K
MA
189
MONECO Advisors
Connecticut
$820K +$203K +2,713 +35%
QCM
190
Quantinno Capital Management
New York
$798K +$143K +1,917 +23%
FT
191
Fiduciary Trust
Massachusetts
$796K
Corient Private Wealth
192
Corient Private Wealth
Florida
$795K -$1.34K -18 -0.2%
MFWP
193
Mosaic Family Wealth Partners
Missouri
$774K
FFA
194
Farther Finance Advisors
California
$773K -$389K -5,211 -34%
SMCM
195
Sky-Mountain Capital Management
Idaho
$753K +$722K +9,665 New
ECM
196
Evergreen Capital Management
Washington
$752K
Thrivent Financial for Lutherans
197
Thrivent Financial for Lutherans
Minnesota
$734K +$280K +3,748 +62%
WB
198
WesBanco Bank
West Virginia
$730K -$10K -134 -1%
EWA
199
EP Wealth Advisors
California
$724K -$5.67K -76 -0.8%
EAM
200
Empirical Asset Management
Massachusetts
$720K

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.