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iShares MSCI EAFE Min Vol Factor ETF
EFAV

515 hedge funds and large institutions have $3.78B invested in iShares MSCI EAFE Min Vol Factor ETF in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 185 increasing their positions, 167 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 34

15% more capital invested

Capital invested by funds: $3.28B → $3.78B (+$495M)

11% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 167

7% more funds holding

Funds holding: 483 → 515 (+32)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

1.27% less ownership

Funds ownership: 70.11% → 68.84% (-1.3%)

Holders
515
Holders Change
+32
Holders Change %
+6.63%
% of All Funds
6.78%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
73
Increased
185
Reduced
167
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PDL
Portfolio Design Labs
California
+$44.6M
2
AG
Ascent Group
Virginia
+$35.1M
3
BlackRock
BlackRock
New York
+$31.8M
4
SF
Summit Financial
New Jersey
+$28.3M
5
AssetMark Inc
AssetMark Inc
California
+$22.8M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$21.5M
2
US Bancorp
US Bancorp
Minnesota
-$21.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.7M
4
GWM
Geneos Wealth Management
Colorado
-$11.1M
5
FIA
Foundations Investment Advisors
Arizona
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
176
Magnolia Capital Advisors
Mississippi
$1.1M +$95.2K +1,163 +10%
KNFPWM
177
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.09M +$13.2K +161 +1%
Lido Advisors
178
Lido Advisors
California
$1.08M -$69.2K -846 -6%
PWM
179
Perigon Wealth Management
California
$1.06M -$2.37K -29 -0.2%
FM
180
Foster & Motley
Ohio
$1.03M -$101K -1,240 -9%
MA
181
MONECO Advisors
Connecticut
$1.03M +$142K +1,733 +16%
BEAM
182
Baker Ellis Asset Management
Washington
$1.02M -$12.3K -150 -1%
CFO
183
Callan Family Office
Pennsylvania
$1.01M – – –
EH
184
Equitable Holdings
New York
$996K -$927K -11,324 -49%
SRWM
185
Shira Ridge Wealth Management
California
$988K +$5.32K +65 +0.6%
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$978K +$45.5K +556 +5%
Corient Private Wealth
187
Corient Private Wealth
Florida
$969K +$108K +1,321 +13%
CIAS
188
CFS Investment Advisory Services
New Jersey
$935K -$58.5K -715 -6%
ECM
189
Evergreen Capital Management
Washington
$922K +$108K +1,322 +14%
TF
190
Tompkins Financial
New York
$921K – – –
IP
191
Investment Partners
Ohio
$920K +$2.46K +30 +0.3%
VCM
192
Versant Capital Management
Arizona
$911K +$16.8K +205 +2%
CAM
193
Clark Asset Management
New Hampshire
$908K – – –
P
194
&Partners
Tennessee
$906K +$141K +1,722 +19%
FFA
195
Farther Finance Advisors
California
$881K +$46.7K +571 +6%
FT
196
Fiduciary Trust
Massachusetts
$859K – – –
PA
197
Parallel Advisors
California
$859K +$830K +10,136 +13,164%
MFWP
198
Mosaic Family Wealth Partners
Missouri
$836K +$1.88K +23 +0.2%
DAS
199
Diversify Advisory Services
Utah
$833K +$137K +1,678 +21%
WB
200
WesBanco Bank
West Virginia
$824K +$36K +440 +5%
6 7
8
9 10

EFAV Hedge Fund Activity: Q2 2025 in Review

515 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q2 2025, worth a combined $3.78B — up 15% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new EFAV positions and 34 closed out — a net gain of 39 holders — while 185 added to existing stakes and 167 trimmed.

The largest buyer was Portfolio Design Labs, opening a new position worth an estimated $44.6M. The largest seller was Bank of America, cutting an estimated $21.5M.

  • 515 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q2 2025, up from 483 in Q1 2025.
  • Funds reported $3.78B of iShares MSCI EAFE Min Vol Factor ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 73 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q2 2025 and 34 closed out, a net change of +39 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q2 2025 was Portfolio Design Labs, an estimated $44.6M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q2 2025 was Bank of America, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2025.