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iShares MSCI EAFE Min Vol Factor ETF (EFAV) Institutional Ownership

iShares MSCI EAFE Min Vol Factor ETF logo
$84.21 +14.25 (+20.37%)
As of 03:56 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV)

Number of
Institutional Buyers
(last 12 months)
234
Total
Institutional Inflows
(last 12 months)
$334.42M
Number of
Institutional Sellers
(last 12 months)
236
Total
Institutional Outflows
(last 12 months)
$456.91M
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EFAV Institutional Buying and Selling by Quarter

iShares MSCI EAFE Min Vol Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025Geneos Wealth Management Inc.115,049$8.97M0.3%+4.2%0.177%
5/20/2025Belpointe Asset Management LLC20,269$1.58M0.1%N/A0.031%
5/20/2025Focus Partners Wealth37,652$2.93M0.0%+6.9%0.058%
5/20/2025Anchor Investment Management LLC55,879$4.35M0.4%+6.0%0.086%
5/19/2025SageView Advisory Group LLC19,954$1.56M0.1%-3.4%0.031%
5/16/2025Bell Investment Advisors Inc17,862$1.39M0.3%-0.7%0.027%
5/16/2025Signature Estate & Investment Advisors LLC20,375$1.59M0.0%-1.1%0.031%
5/16/2025Jones Financial Companies Lllp240,428$18.73M0.0%+210.5%0.365%
5/16/2025Tolleson Wealth Management Inc.8,545$666K0.1%-25.0%0.013%
5/16/2025National Wealth Management Group LLC3,303$257K0.2%-16.3%0.005%
5/16/2025NewEdge Advisors LLC59,986$4.67M0.0%-0.8%0.091%
5/16/2025Integrated Wealth Concepts LLC43,714$3.41M0.0%-2.2%0.066%
5/16/2025Alliancebernstein L.P.388,089$30.24M0.0%-5.8%0.589%
5/16/2025Beaird Harris Wealth Management LLC560$44K0.0%+109.7%0.001%
5/16/2025AQR Capital Management LLC14,288$1.11M0.0%N/A0.022%
5/16/2025Amundi316,200$24.86M0.0%+5.0%0.480%
5/15/2025Focus Partners Advisor Solutions LLC25,656$2.00M0.0%+344.1%0.039%
5/15/2025Royal Bank of Canada461,030$35.92M0.0%+20.9%0.700%
5/15/2025MAI Capital Management28,811$2.25M0.0%-0.5%0.044%
5/15/2025Baird Financial Group Inc.80,359$6.26M0.0%+2.6%0.122%
5/15/2025OLD Mission Capital LLC111,853$8.72M0.1%+309.0%0.170%
5/15/2025WPG Advisers LLC624$49K0.0%N/A0.001%
5/15/2025Mission Creek Capital Partners Inc.57,403$4.47M1.0%-43.7%0.087%
5/14/2025Samalin Investment Counsel LLC36,400$2.84M1.1%-11.7%0.055%
5/14/2025Kayne Anderson Rudnick Investment Management LLC12,887$1.00M0.0%+2.0%0.020%
5/14/2025Comerica Bank107,143$8.35M0.0%-3.4%0.163%
5/14/2025Synovus Financial Corp2,718$212K0.0%N/A0.004%
5/14/2025Northwestern Mutual Wealth Management Co.1,230,406$95.87M0.1%-3.1%1.867%
5/14/2025Kestra Advisory Services LLC23,619$1.84M0.0%-23.6%0.036%
5/14/2025Compound Planning Inc.14,342$1.12M0.1%+53.1%0.022%
5/14/2025Ameriprise Financial Inc.578,822$45.20M0.0%+15.3%0.878%
5/14/2025CW Advisors LLC54,792$4.25M0.1%-4.1%0.083%
5/14/2025Summit Financial LLC2,591$202K0.0%N/A0.004%
5/14/2025Estate Counselors LLC62,786$4.89M0.5%-8.5%0.095%
5/14/2025GDS Wealth Management3,839$299K0.0%-4.2%0.006%
5/14/2025Asset Management Group Inc.82,486$6.43M1.2%-0.2%0.125%
5/14/2025Level Four Advisory Services LLC30,390$2.37M0.1%-2.1%0.046%
5/14/2025RWA Wealth Partners LLC57,459$4.48M0.1%-10.1%0.087%
5/13/2025Raymond James Financial Inc.420,429$32.76M0.0%+1.9%0.638%
5/13/2025Cowa LLC4,631$361K0.2%+3.3%0.007%
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5/13/2025Tacita Capital Inc16,144$1.26M0.9%-1.6%0.024%
5/13/2025Heck Capital Advisors LLC1,715$134K0.0%-93.0%0.003%
5/13/2025Klingman & Associates LLC24,321$1.90M0.1%-2.3%0.037%
5/13/2025Callan Family Office LLC12,070$940K0.1%N/A0.018%
5/13/2025HighTower Advisors LLC95,462$7.44M0.0%-2.1%0.145%
5/13/2025Elevation Capital Advisory LLC124,515$9.70M4.2%N/A0.189%
5/12/2025Keeler & Nadler Financial Planning & Wealth Management12,801$1.00M0.5%-23.3%0.019%
5/12/2025Financial Engines Advisors L.L.C.953,067$74.26M0.2%-1.3%1.446%
5/12/2025SouthState Corp1,159$90K0.0%N/A0.002%
5/12/2025Berger Financial Group Inc21,693$1.69M0.1%-4.0%0.033%
5/9/2025Blue Barn Wealth LLC6,233$486K0.3%-20.6%0.009%
5/9/2025Roof Eidam Maycock Peralta LLC17,269$1.35M0.4%-2.8%0.026%
5/9/2025Wharton Business Group LLC1,688,681$131.32M5.9%+1.2%2.562%
5/9/2025Lester Murray Antman dba SimplyRich203,486$15.86M4.6%+0.8%0.309%
5/9/2025Westwood Holdings Group Inc.2,724$212K0.0%N/A0.004%
5/9/2025Wealthspire Advisors LLC18,445$1.44M0.0%-54.8%0.028%
5/9/2025Atria Wealth Solutions Inc.53,980$4.21M0.1%-21.0%0.082%
5/9/2025Cary Street Partners Financial LLC2,781$217K0.0%-7.6%0.004%
5/9/2025Commonwealth Equity Services LLC349,450$27.23M0.0%+4.1%0.530%
5/9/2025PNC Financial Services Group Inc.56,682$4.42M0.0%-7.9%0.086%
5/8/2025Baker Avenue Asset Management LP3,007$234K0.0%N/A0.005%
5/8/2025MONECO Advisors LLC10,189$794K0.1%+36.3%0.015%
5/8/2025ProVise Management Group LLC124,813$9.73M0.8%+8.6%0.189%
5/8/2025US Bancorp DE260,766$20.32M0.1%+6.3%0.396%
5/8/2025BCGM Wealth Management LLC3,583$279K0.1%-38.3%0.005%
5/8/2025Shufro Rose & Co. LLC18,493$1.44M0.1%-1.5%0.028%
5/8/2025Foster & Motley Inc.13,558$1.06M0.1%-7.8%0.021%
5/8/2025Valley Forge Investment Consultants Inc. ADV13,726$1.07M0.4%+1.9%0.021%
5/8/2025Arkadios Wealth Advisors15,461$1.21M0.0%N/A0.023%
5/8/2025Vestcor Inc5,921$461K0.0%-42.8%0.009%
5/8/2025Cutler Investment Counsel LLC100,534$7.83M0.9%-31.1%0.153%
5/8/2025Geneos Wealth Management Inc.131,107$10.22M0.3%+18.7%0.199%
5/7/2025Foundations Investment Advisors LLC133,840$10.43M0.2%N/A0.203%
5/7/2025Facet Wealth Inc.215,614$17.95M0.5%+10.2%0.327%
5/7/2025LPL Financial LLC858,033$66.86M0.0%-8.8%1.302%
5/7/2025Alteri Wealth LLC2,894$226K0.1%-25.5%0.004%
5/7/2025Brown Wealth Management LLC20,832$1.62M0.6%-5.2%0.032%
5/7/2025Caliber Wealth Management LLC KS5,115$399K0.1%N/A0.008%
5/6/2025Assetmark Inc.234,377$18.26M0.0%+13.5%0.356%
5/6/2025Cetera Investment Advisers186,725$14.55M0.0%-5.7%0.283%
5/6/2025Avantax Advisory Services Inc.120,497$9.39M0.1%+12.3%0.183%
5/6/2025AE Wealth Management LLC41,498$3.23M0.0%+1,409.6%0.063%
5/6/2025Summit Wealth Partners LLC4,048$315K0.1%-3.1%0.006%
5/6/2025IMA Advisory Services Inc.47,159$3.68M0.4%+4.1%0.072%
5/6/2025Richardson Financial Services Inc.3,250$253K0.2%+17.5%0.005%
5/6/2025SYM FINANCIAL Corp2,306$180K0.0%+23.1%0.003%
5/6/2025Kathleen S. Wright Associates Inc.15,998$1.25M0.5%-1.2%0.024%
5/6/2025Choreo LLC112,574$8.77M0.1%-3.8%0.171%
5/5/2025J.W. Cole Advisors Inc.21,180$1.65M0.1%+218.4%0.032%
5/5/2025Csenge Advisory Group3,626$290K0.0%+26.5%0.006%
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5/5/2025Private Advisor Group LLC40,859$3.18M0.0%+1.3%0.062%
5/5/2025Diversify Advisory Services LLC8,183$671K0.0%-5.8%0.012%
5/5/2025Yeomans Consulting Group Inc.80,103$6.24M2.4%+4.6%0.122%
5/5/2025Transce3nd LLC1,509$118K0.1%+15.5%0.002%
5/2/2025SKY Mountain Capital Management Inc.9,665$753K0.6%N/A0.015%
5/2/2025Summit X LLC3,004$234K0.0%N/A0.005%
5/2/2025Whittier Trust Co. of Nevada Inc.3,097$241K0.0%+35.8%0.005%
5/2/2025Apollon Wealth Management LLC2,699$210K0.0%-37.8%0.004%
5/1/2025CWM LLC18,514$1.44M0.0%+30.0%0.028%
5/1/2025Kathmere Capital Management LLC3,545$276K0.0%+4.0%0.005%
(Data available from 1/1/2016 forward)

EFAV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EFAV shares?

During the previous two years, 496 institutional investors and hedge funds held shares of iShares MSCI EAFE Min Vol Factor ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.62B), FMR LLC ($737.69M), Morgan Stanley ($222.57M), Wharton Business Group LLC ($131.32M), Envestnet Asset Management Inc. ($121.61M), Northwestern Mutual Wealth Management Co. ($95.87M), and Financial Engines Advisors L.L.C. ($74.26M).Learn more on iShares MSCI EAFE Min Vol Factor ETF's institutional investors.

Which institutional investors have been buying iShares MSCI EAFE Min Vol Factor ETF's stock?

Of the 369 institutional investors that purchased iShares MSCI EAFE Min Vol Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($3.18M), FMR LLC ($2.46M), Mercer Global Advisors Inc. ADV ($951.97K), Wharton Business Group LLC ($927.74K), Raymond James Financial Inc. ($833.05K), Envestnet Asset Management Inc. ($827.53K), and International Assets Investment Management LLC ($595.29K).

How much institutional buying is happening at iShares MSCI EAFE Min Vol Factor ETF?

Institutional investors have bought a total of 4,557,154 shares in the last 24 months. This purchase volume represents approximately $334.42M in transactions.

Which of iShares MSCI EAFE Min Vol Factor ETF's major shareholders have been selling company stock?

Of the 236 institutional investors that sold iShares MSCI EAFE Min Vol Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($1.44M), Envestnet Asset Management Inc. ($704.87K), Mercer Global Advisors Inc. ADV ($527.20K), Wharton Business Group LLC ($400.20K), Northwestern Mutual Wealth Management Co. ($345.27K), Securian Asset Management Inc. ($213.83K), and Symmetry Partners LLC ($202.60K).

How much institutional selling is happening at iShares MSCI EAFE Min Vol Factor ETF?

Institutional investors have sold a total of 6,258,840 shares in the last 24 months. This volume of shares sold represents approximately $456.91M in transactions.



This page (BATS:EFAV) was last updated on 7/3/2025 by MarketBeat.com Staff
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