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

iShares MSCI EAFE Min Vol Factor ETF logo
$84.60 +14.64 (+20.92%)
Closing price 03:59 PM Eastern
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$84.58 -0.02 (-0.02%)
As of 04:10 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)
289
Total
Institutional Inflows
(last 12 months)
$544.30M
Number of
Institutional Sellers
(last 12 months)
246
Total
Institutional Outflows
(last 12 months)
$414.91M
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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
10/8/2025Tompkins Financial Corp9,668$820K0.1%-11.8%0.015%
10/8/2025Moulton Wealth Management Inc.12,090$1.03M0.7%-78.1%0.019%
10/8/2025McNaughton Wealth Management LLC21,781$1.85M0.8%+1.9%0.033%
10/8/2025Carr Financial Group Corp10,128$859K0.2%+4.9%0.016%
9/26/2025Corient Private Wealth LLC11,525$969K0.0%+12.9%0.018%
9/25/2025National Wealth Management Group LLC7,052$593K0.3%+113.5%0.011%
9/4/2025Osaic Holdings Inc.127,641$10.62M0.0%+30.8%0.195%
8/29/2025Centaurus Financial Inc.1,463$123K0.0%-23.2%0.002%
8/28/2025Tolleson Wealth Management Inc.8,177$687K0.1%-4.3%0.013%
8/27/2025Orion Porfolio Solutions LLC2,557$215K0.0%N/A0.004%
8/26/2025Thrivent Financial for Lutherans3,620$304K0.0%-62.9%0.006%
8/25/2025Hilltop Partners LLC8,414$707K0.2%-3.0%0.013%
8/19/2025Newbridge Financial Services Group Inc.5,392$453K0.1%N/A0.008%
8/19/2025Advisory Services Network LLC40,577$3.32M0.1%+2.6%0.062%
8/19/2025Anchor Investment Management LLC57,082$4.80M0.4%+2.2%0.087%
8/18/2025Tactive Advisors LLC28,860$2.43M0.8%N/A0.044%
8/18/2025Geneos Wealth Management Inc.110,021$9.25M0.2%-4.4%0.168%
8/18/2025Pacific Center for Financial Services7,231$608K0.2%+5.7%0.011%
8/16/2025Evergreen Capital Management LLC10,969$922K0.0%+13.7%0.017%
8/15/2025Corient Private Wealth LLC12,166$1.02M0.0%+19.2%0.019%
8/15/2025Captrust Financial Advisors175,634$14.76M0.0%+10.4%0.269%
8/15/2025WFA of San Diego LLC1,154$97K0.1%N/A0.002%
8/15/2025Visionary Wealth Advisors4,771$401K0.0%-86.8%0.007%
8/15/2025Tolleson Wealth Management Inc.8,177$687K0.1%-4.3%0.013%
8/15/2025Orion Porfolio Solutions LLC2,557$215K0.0%N/A0.004%
8/15/2025MML Investors Services LLC190,130$15.98M0.0%+33.7%0.291%
8/15/2025Mission Creek Capital Partners Inc.55,911$4.70M0.9%-2.6%0.086%
8/15/2025IHT Wealth Management LLC25,790$2.17M0.1%-1.0%0.039%
8/15/2025Great Valley Advisor Group Inc.14,938$1.26M0.0%-7.5%0.023%
8/15/2025Bank of America Corp DE4,016,421$337.62M0.0%-6.1%6.151%
8/15/2025Ameriprise Financial Inc.767,283$64.52M0.0%+32.6%1.175%
8/14/2025Jane Street Group LLC273,176$22.96M0.0%N/A0.418%
8/14/2025Ausdal Financial Partners Inc.24,243$2.04M0.1%+1.5%0.037%
8/14/2025Raymond James Financial Inc.439,656$36.96M0.0%+4.6%0.673%
8/14/2025Transamerica Financial Advisors LLC33,475$2.81M0.3%-3.6%0.051%
8/14/2025Quantinno Capital Management LP9,561$804K0.0%-6.7%0.015%
8/14/2025Diversify Advisory Services LLC9,861$833K0.0%+20.5%0.015%
8/14/2025Alliancebernstein L.P.393,073$33.04M0.0%+1.3%0.602%
8/14/2025Sei Investments Co.622,873$52.36M0.1%+7.1%0.954%
8/14/2025NewEdge Advisors LLC62,934$5.29M0.0%+4.9%0.096%
8/14/2025Qube Research & Technologies Ltd53,619$4.51M0.0%+19.2%0.082%
8/14/2025Sagard Holdings Management Inc.1,050$88K0.2%N/A0.002%
8/14/2025Transce3nd LLC1,148$97K0.0%-23.9%0.002%
8/14/2025Cary Street Partners Financial LLC5,271$443K0.0%+89.5%0.008%
8/14/2025Cerity Partners LLC21,828$1.84M0.0%-0.7%0.033%
8/13/2025Flow Traders U.S. LLC43,678$3.67M0.1%N/A0.067%
8/13/2025Gateway Wealth Partners LLC13,350$1.12M0.2%-0.9%0.020%
8/13/2025Amundi292,700$24.68M0.0%-7.4%0.448%
8/13/2025Baird Financial Group Inc.82,285$6.92M0.0%+2.4%0.126%
8/13/2025EverSource Wealth Advisors LLC3,055$257K0.0%+1,809.4%0.005%
8/13/2025CW Advisors LLC53,167$4.45M0.0%-3.0%0.081%
8/13/2025Beacon Pointe Advisors LLC18,389$1.55M0.0%-3.8%0.028%
8/13/2025Portfolio Design Labs LLC544,915$45.81M9.0%N/A0.834%
8/13/2025Fisher Asset Management LLC2,700$227K0.0%-18.5%0.004%
8/13/2025Trustmark Bank Trust Department81,383$6.84M0.5%+5.9%0.125%
8/13/2025Lido Advisors LLC12,856$1.08M0.0%-6.2%0.020%
8/13/2025Level Four Advisory Services LLC30,265$2.54M0.1%-0.4%0.046%
8/13/2025Northwestern Mutual Wealth Management Co.1,243,810$104.56M0.1%+1.1%1.905%
8/13/2025Choreo LLC96,713$8.13M0.1%-14.1%0.148%
8/12/2025Richmond Investment Services LLC2,690$226K0.0%N/A0.004%
8/12/2025J.W. Cole Advisors Inc.26,784$2.25M0.0%+26.5%0.041%
8/12/2025Laurel Wealth Advisors LLC15,804$1.33M0.0%+8,306.4%0.024%
8/12/2025Steward Partners Investment Advisory LLC21,464$1.80M0.0%+7.6%0.033%
8/12/2025Ameritas Investment Partners Inc.6,067$510K0.0%-21.9%0.009%
8/12/2025Global Retirement Partners LLC8,948$752K0.0%N/A0.014%
8/12/2025Forum Private Client Group LLC4,665$392K0.2%-9.4%0.007%
8/12/2025Cowa LLC4,978$418K0.2%+7.5%0.008%
8/12/2025Franklin Resources Inc.7,789$655K0.0%-6.6%0.012%
8/12/2025MAI Capital Management26,776$2.25M0.0%-7.1%0.041%
8/12/2025JPMorgan Chase & Co.101,074$8.50M0.0%-0.5%0.155%
8/12/2025Wealth Advisors of Iowa LLC312,395$26.26M9.8%+112.8%0.478%
8/12/2025Howe & Rusling Inc.350$29K0.0%N/A0.001%
8/11/2025Alteri Wealth LLC2,401$202K0.1%-17.0%0.004%
8/11/2025Wealthspire Advisors LLC16,368$1.38M0.0%-11.3%0.025%
8/11/2025Greykasell Wealth Strategies Inc.3,465$291K0.1%N/A0.005%
8/11/2025Landaas & Co. WI ADV4,650$391K0.1%N/A0.007%
8/11/2025Western Wealth Management LLC3,379$284K0.0%+29.9%0.005%
8/11/2025Bell Investment Advisors Inc18,050$1.52M0.3%+1.1%0.028%
8/8/2025Blankinship & Foster LLC4,398$370K0.1%-10.4%0.007%
8/8/2025Rockefeller Capital Management L.P.41,288$3.47M0.0%-1.4%0.063%
8/8/2025Kingsview Wealth Management LLC58,414$4.91M0.1%N/A0.089%
8/8/2025Citizens Financial Group Inc. RI15,278$1.28M0.0%+6.4%0.023%
8/8/2025Horizon Family Wealth Inc.5,087$428K0.3%N/A0.008%
8/8/2025Avantax Advisory Services Inc.119,045$10.01M0.1%-1.2%0.182%
8/8/2025ProVise Management Group LLC117,210$9.85M0.8%-6.1%0.179%
8/8/2025Cetera Investment Advisers235,123$19.76M0.0%+25.9%0.360%
8/8/2025Creative Planning126,323$10.62M0.0%-0.9%0.193%
8/8/2025Hibernia Wealth Partners LLC8,053$677K0.2%+101.2%0.012%
8/8/2025PNC Financial Services Group Inc.54,331$4.57M0.0%-4.1%0.083%
8/8/2025IMA Advisory Services Inc.48,701$4.09M0.4%+3.3%0.075%
8/7/2025Samalin Investment Counsel LLC35,964$3.02M1.2%-1.2%0.055%
8/7/2025Ibex Wealth Advisors13,705$1.15M0.1%N/A0.021%
8/7/2025Allworth Financial LP16,410$1.38M0.0%+2.2%0.025%
8/7/2025PFG Advisors8,356$702K0.0%+78.9%0.013%
8/6/2025Prospera Financial Services Inc7,310$615K0.0%+5.5%0.011%
8/6/2025AE Wealth Management LLC3,029$255K0.0%-92.7%0.005%
8/6/2025Savant Capital LLC38,130$3.21M0.0%+0.4%0.058%
8/6/2025Atlantic Union Bankshares Corp580$49K0.0%N/A0.001%
8/5/2025Arrowroot Family Office LLC4,303$362K0.2%N/A0.007%
8/5/2025Magnolia Capital Advisors LLC13,031$1.10M0.3%+9.8%0.020%
(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, 525 institutional investors and hedge funds held shares of iShares MSCI EAFE Min Vol Factor ETF. The most heavily invested institutionals were FMR LLC ($737.69M), Bank of America Corp DE ($337.62M), Morgan Stanley ($222.57M), Envestnet Asset Management Inc. ($132.12M), Wharton Business Group LLC ($131.32M), Northwestern Mutual Wealth Management Co. ($104.56M), 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 396 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 ($3.46M), FMR LLC ($2.46M), Wharton Business Group LLC ($927.74K), Raymond James Financial Inc. ($852.27K), International Assets Investment Management LLC ($595.29K), Portfolio Design Labs LLC ($544.92K), and Mercer Global Advisors Inc. ADV ($506.04K).

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

Institutional investors have bought a total of 6,982,631 shares in the last 24 months. This purchase volume represents approximately $544.30M in transactions.

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

Of the 244 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. ($462.56K), Wharton Business Group LLC ($400.20K), Bank of America Corp DE ($262.55K), Mercer Global Advisors Inc. ADV ($216.34K), Symmetry Partners LLC ($202.60K), and Securian Asset Management Inc. ($182.68K).

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

Institutional investors have sold a total of 5,498,680 shares in the last 24 months. This volume of shares sold represents approximately $414.91M in transactions.



This page (BATS:EFAV) was last updated on 10/8/2025 by MarketBeat.com Staff
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