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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
MWM
201
Mascoma Wealth Management
New Hampshire
$719K
SWP
202
Stratos Wealth Partners
Ohio
$718K -$171K -2,291 -20%
PIMG
203
Patriot Investment Management Group
Tennessee
$716K +$11.6K +155 +2%
SI
204
Stephens Inc
Arkansas
$706K
P
205
&Partners
Tennessee
$701K +$18.4K +247 +3%
SPC
206
Spirepoint Private Client
Florida
$695K
ACP
207
Arcus Capital Partners
Georgia
$691K -$103K -1,378 -13%
SM
208
Sweeney & Michel
California
$683K +$697K +9,330 New
HP
209
Hilltop Partners
Indiana
$676K
BOSSRA
210
B.O.S.S. Retirement Advisors
Utah
$673K +$644K +8,631 New
PPWP
211
Premier Path Wealth Partners
New Jersey
$672K -$11K -147 -2%
DAS
212
Diversify Advisory Services
Utah
$671K -$37.9K -507 -6%
TWM
213
Tolleson Wealth Management
Texas
$666K -$213K -2,849 -25%
Franklin Resources
214
Franklin Resources
California
$650K
CA
215
Clearstead Advisors
Ohio
$644K
1WM
216
1900 Wealth Management
Texas
$640K -$51.8K -694 -8%
BWL
217
Bogart Wealth LLC
Virginia
$634K
SMA
218
Sage Mountain Advisors
Georgia
$632K
BDF
219
Black Diamond Financial
Maryland
$630K
IA
220
IFG Advisory
Georgia
$629K -$7.17K -96 -1%
VWM
221
Venturi Wealth Management
Texas
$626K
CWM
222
Cornerstone Wealth Management
Missouri
$625K -$523 -7 -0.1%
PFA
223
Portland Financial Advisors
New York
$625K
AIP
224
Ameritas Investment Partners
Nebraska
$605K -$1.87K -25 -0.3%
FFG
225
Fiduciary Financial Group
California
$590K

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.