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iShares MSCI EAFE Min Vol Factor ETF

515 hedge funds and large institutions have $3.61B invested in iShares MSCI EAFE Min Vol Factor ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 141 increasing their positions, 177 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

0% more funds holding

Funds holding: 515515 (0)

4% less capital invested

Capital invested by funds: $3.78B → $3.61B (-$168M)

1.82% less ownership

Funds ownership: 68.84%67.02% (-1.8%)

20% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 177

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
515
Holders Change
Holders Change %
0%
% of All Funds
6.76%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
36
Increased
141
Reduced
177
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$713M -$51.6M -610,966 -7%
BlackRock
2
BlackRock
New York
$373M -$10.8M -128,232 -3%
Bank of America
3
Bank of America
North Carolina
$331M -$9.87M -116,932 -3%
Morgan Stanley
4
Morgan Stanley
New York
$180M +$2.41M +28,597 +1%
WBG
5
Wharton Business Group
Pennsylvania
$150M -$351K -4,160 -0.2%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$101M -$4.43M -52,501 -4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$88.3M -$44.8M -530,647 -34%
LPL Financial
8
LPL Financial
California
$83.6M -$919K -10,891 -1%
SAM
9
Securian Asset Management
Minnesota
$69.2M
Financial Engines Advisors
10
Financial Engines Advisors
California
$69M -$2.07M -24,462 -3%
Wells Fargo
11
Wells Fargo
California
$64.4M +$543K +6,431 +0.9%
UBS Group
12
UBS Group
Switzerland
$60.4M +$5.23M +61,925 +10%
SEI Investments
13
SEI Investments
Pennsylvania
$53.8M +$928K +10,997 +2%
Ameriprise
14
Ameriprise
Minnesota
$44.2M -$20.8M -246,195 -32%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$44.2M +$4.39M +52,002 +11%
AssetMark Inc
16
AssetMark Inc
California
$44.1M +$613K +7,260 +1%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$40.4M -$8.26M -97,836 -17%
Raymond James Financial
18
Raymond James Financial
Florida
$36.3M -$1.02M -12,035 -3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$36M +$475K +5,631 +1%
Amundi
20
Amundi
France
$35.2M +$10.1M +120,001 +41%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$30.9M +$10.9M +129,312 +55%
SF
22
Summit Financial
New Jersey
$30.7M +$1.12M +13,238 +4%
Jane Street
23
Jane Street
New York
$27.6M +$4.37M +51,737 +19%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$27.4M -$4.47M -52,888 -14%
WAOI
25
Wealth Advisors of Iowa
Iowa
$26.2M -$309K -3,659 -1%

EFAV Hedge Fund Activity: Q3 2025 in Review

515 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) for Q3 2025, worth a combined $3.61B — down 4.4% from $3.78B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new EFAV positions and 27 closed out — a net gain of 9 holders — while 141 added to existing stakes and 177 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $10.9M. The largest seller was Fidelity Investments, cutting an estimated $51.6M.

  • 515 institutional investors held iShares MSCI EAFE Min Vol Factor ETF (EFAV) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $3.61B of iShares MSCI EAFE Min Vol Factor ETF stock for Q3 2025, down 4.4% quarter-over-quarter.
  • 36 funds opened new iShares MSCI EAFE Min Vol Factor ETF positions in Q3 2025 and 27 closed out, a net change of +9 holders.
  • The largest iShares MSCI EAFE Min Vol Factor ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $10.9M added.
  • The largest iShares MSCI EAFE Min Vol Factor ETF seller in Q3 2025 was Fidelity Investments, an estimated $51.6M sold.

Based on aggregated 13F filings for Q3 2025.