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

iShares MSCI EAFE Min Vol Factor ETF logo
$93.91 +1.44 (+1.56%)
As of 11:35 AM Eastern
This is a fair market value price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV)

Number of
Institutional Buyers
(last 12 months)
247
Total
Institutional Inflows
(last 12 months)
$227.98M
Number of
Institutional Sellers
(last 12 months)
189
Total
Institutional Outflows
(last 12 months)
$361.36M
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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
10/15/2026Mather Group LLC.27,394$2.50M0.0%N/A0.042%
10/14/2026Baker Ellis Asset Management LLC11,900$1.08M0.1%N/A0.018%
10/14/2026Shore Point Advisors LLC37,054$3.38M0.9%-1.2%0.057%
10/14/2026Focus Financial Network Inc.15,100$1.38M0.0%-13.2%0.023%
10/14/2026Foster Group Inc.14,679$1.34M0.0%-2.0%0.022%
10/14/2026RHS Financial LLC63,768$5.81M1.7%+103.9%0.098%
10/13/2026Sax Wealth Advisors LLC17,297$1.58M0.0%+19.2%0.026%
10/13/2026Fragasso Financial Advisors Inc5,896$540K0.0%N/A0.009%
10/10/2026Harpswell Capital Advisors LLC19,856$1.81M1.2%N/A0.030%
10/10/2026Prism Advisors Inc.30,195$2.76M0.7%-0.4%0.046%
10/9/2026Balefire LLC2,543$232K0.0%N/A0.004%
10/9/2026McNaughton Wealth Management LLC20,079$1.83M0.6%-2.1%0.031%
10/9/2026Breakwater Capital Group18,880$1.72M0.2%-0.9%0.029%
10/8/2026Farther Finance Advisors LLC8,408$766K0.0%+1.4%0.013%
10/8/2026Apeiron RIA LLC2,822$255K0.1%N/A0.004%
10/8/2026Apella Capital LLC49,633$4.50M0.1%-4.9%0.076%
10/5/2026Tompkins Financial Corp9,668$881K0.1%N/A0.015%
9/23/2026Envestnet Portfolio Solutions Inc.10,003$877K0.0%-6.9%0.015%
9/23/2026Envestnet Asset Management Inc.1,036,742$90.93M0.0%-0.1%1.588%
9/15/2026Anchor Investment Management LLC70,045$6.14M0.4%+4.0%0.107%
9/15/2026Cherry Tree Wealth Management LLC4,376$384K0.1%-5.9%0.007%
9/9/2026Sequoia Financial Advisors LLC28,495$2.50M0.0%-23.3%0.044%
9/9/2026MCF Advisors LLC1,375$121K0.0%-7.3%0.002%
9/9/2026Capital Analysts LLC38,166$3.35M0.1%-2.6%0.058%
9/9/2026Integrated Wealth Concepts LLC38,188$3.35M0.0%+4.0%0.058%
9/9/2026NewEdge Advisors LLC57,970$5.09M0.0%-10.5%0.089%
9/9/2026IFP Advisors Inc4,514$396K0.0%+2.6%0.007%
9/9/2026Squarepoint Ops LLC3,275$287K0.0%N/A0.005%
9/9/2026Baird Financial Group Inc.110,680$9.71M0.0%+8.5%0.169%
9/9/2026Arcus Capital Partners LLC9,285$814K0.3%+1.7%0.014%
9/8/2026Allworth Financial LP10,137$889K0.0%-18.7%0.016%
8/27/2026Corient Private Wealth LP12,040$1.06M0.0%+52.1%0.018%
8/23/2026Beaird Harris Wealth Management LLC1,037$91K0.0%+32.6%0.002%
8/23/2026HB Wealth Management LLC18,458$1.62M0.0%+4.4%0.028%
8/22/2026Invested Advisors3,406$299K0.3%+6.1%0.005%
8/22/2026Premier Path Wealth Partners LLC6,744$591K0.1%-16.0%0.010%
8/22/2026United Community Bank850$75K0.0%-17.1%0.001%
8/22/2026Concurrent Investment Advisors LLC25,736$2.26M0.0%+852.8%0.039%
8/21/2026Round Rock Advisors LLC11,729$1.03M0.1%-9.3%0.018%
8/20/2026Rehmann Capital Advisory Group43,093$3.78M0.2%+5.8%0.066%
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8/20/2026Greenleaf Trust3,365$325K0.0%N/A0.005%
7/10/2026Sage Capital Advisors llc4,194$368K0.1%-5.0%0.006%
7/9/2026Veery Capital LLC3,438$302K0.1%+16.9%0.005%
7/9/2026Focus Financial Network Inc.17,401$1.53M0.0%+38.9%0.027%
7/9/2026Sax Wealth Advisors LLC14,516$1.33M0.0%N/A0.022%
7/9/2026Lexington Hill Partners LLC9,820$861K0.4%+1.9%0.015%
7/9/2026Breakwater Capital Group19,053$1.67M0.2%-2.4%0.029%
7/8/2026Beaird Harris Wealth Management LLC1,037$91K0.0%+32.6%0.002%
7/8/2026Invariant Investment Management2,976$266K0.2%+15.9%0.005%
7/8/2026Apella Capital LLC52,215$4.69M0.1%-6.3%0.080%
7/7/2026Foster Group Inc.14,981$1.31M0.0%+0.9%0.023%
7/7/2026McNaughton Wealth Management LLC20,506$1.80M0.6%-4.6%0.031%
7/7/2026CGN Advisors LLC23,051$2.02M0.1%+1.5%0.035%
7/7/2026CoreCap Advisors LLC502$44K0.0%+94.6%0.001%
7/7/2026Pathway Financial Advisors LLC2,724$242K0.0%-13.4%0.004%
7/7/2026Moulton Wealth Management Inc.7,247$632K0.4%N/A0.011%
7/2/2026 Versant Capital Management Inc11,194$982K0.1%+1.9%0.017%
7/2/2026 CX Institutional434$38K0.0%-45.3%0.001%
6/18/2026Western Wealth Management LLC4,694$429K0.0%-5.9%0.007%
6/11/2026Three Bearings Fiduciary Advisors Inc.30,184$2.76M2.7%-2.3%0.046%
6/3/2026Parallel Advisors LLC3,739$342K0.0%-81.1%0.006%
6/3/2026NewEdge Advisors LLC64,759$5.92M0.0%-5.7%0.099%
5/27/2026Alpha Capital Advisors Inc. ADV84,872$7.76M7.4%+3.2%0.130%
5/26/2026Glenmede Trust Co. NA55,572$5.08M0.0%-18.2%0.085%
5/22/2026Segall Bryant & Hamill LLC5,098$462K0.0%N/A0.008%
5/22/2026Verus Capital Partners LLC4,244$388K0.0%-4.6%0.006%
5/19/2026Western Wealth Management LLC4,694$429K0.0%-5.9%0.007%
5/19/2026Bank of America Corp DE3,930,058$359.09M0.0%-1.6%6.018%
5/19/2026Centaurus Financial Inc.1,125$103K0.0%N/A0.002%
5/19/2026Ashton Thomas Securities LLC5,825$532K0.1%N/A0.009%
5/19/2026Arkadios Wealth Advisors24,903$2.28M0.0%-4.3%0.038%
5/18/2026Amundi350,799$32.05M0.0%-10.0%0.537%
5/18/2026EverSource Wealth Advisors LLC379$35K0.0%+203.2%0.001%
5/18/2026Royal Bank of Canada493,576$45.10M0.0%-0.8%0.756%
5/18/2026Estate Counselors LLC68,581$6.27M0.6%-0.3%0.105%
5/16/2026Quantinno Capital Management LP14,859$1.36M0.0%+9.5%0.023%
5/15/2026Gateway Wealth Partners LLC23,144$2.12M0.1%+112.2%0.035%
5/15/2026Waverly Advisors LLC3,147$288K0.0%+5.8%0.005%
5/14/2026Renaissance Technologies LLC4,100$375K0.0%-66.9%0.006%
5/14/2026Compound Planning Inc.14,264$1.30M0.0%+0.9%0.022%
5/14/2026Klingman & Associates LLC22,541$2.06M0.1%-0.7%0.035%
5/14/2026Sei Investments Co.669,093$61.14M0.1%+0.2%1.025%
5/14/2026Lido Advisors LLC12,777$1.17M0.0%+1.0%0.020%
5/13/2026Cetera Investment Advisers356,879$32.61M0.0%+2.5%0.547%
5/13/2026NewEdge Wealth LLC4,685$428K0.0%+6.7%0.007%
5/12/2026Bellwether Advisors LLC17,576$1.61M0.3%-1.9%0.027%
5/8/2026PNC Financial Services Group Inc.49,146$4.49M0.0%-2.8%0.075%
5/8/2026Cutler Investment Counsel LLC80,933$7.40M0.8%-5.3%0.124%
5/7/2026Parallel Advisors LLC3,739$342K0.0%-81.1%0.006%
5/6/2026Annis Gardner Whiting Capital Advisors LLC5,000$457K0.1%N/A0.008%
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5/6/2026IMA Advisory Services Inc.37,209$3.40M0.3%-6.7%0.057%
5/6/2026Ceera Investments LLC4,090$374K0.2%+7.3%0.006%
5/6/2026Frontier Asset Management LLC25,802$2.36M0.5%N/A0.040%
5/6/2026Assetmark Inc.420,714$38.44M0.1%-2.1%0.644%
5/6/2026SteelPeak Wealth LLC3,648$333K0.0%+7.2%0.006%
5/6/2026Allspring Global Investments Holdings LLC582$53K0.0%N/A0.001%
5/6/2026Independent Financial Group LLC8,687$794K0.0%N/A0.013%
5/5/2026D.A. Davidson & CO.27,863$2.55M0.0%-2.5%0.043%
5/5/2026Bank of New York Mellon Corp21,131$1.93M0.0%-1.5%0.032%
5/5/2026Geneos Wealth Management Inc.213,922$19.55M0.5%+98.8%0.328%


EFAV Institutional Ownership - Frequently Asked Questions

During the previous two years, 521 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 ($359.09M), Morgan Stanley ($199.25M), Wharton Business Group LLC ($151.93M), Northwestern Mutual Wealth Management Co. ($99.66M), Envestnet Asset Management Inc. ($90.93M), and LPL Financial LLC ($77.42M).Learn more on iShares MSCI EAFE Min Vol Factor ETF's institutional investors.

Of the 414 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: Raymond James Financial Inc. ($852.27K), Jane Street Group LLC ($709.19K), Portfolio Design Labs LLC ($544.92K), Wharton Business Group LLC ($459.44K), Ascent Group LLC ($429.12K), Assetmark Inc. ($315.30K), and Ameriprise Financial Inc. ($265.48K).

Institutional investors have bought a total of 2,620,420 shares in the last 24 months. This purchase volume represents approximately $227.98M in transactions.

Of the 188 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: Northwestern Mutual Wealth Management Co. ($972.79K), Envestnet Asset Management Inc. ($531.35K), Ascent Group LLC ($301.75K), Wealth Advisors of Iowa LLC ($251.73K), Ameriprise Financial Inc. ($246.20K), Bank of America Corp DE ($180.39K), and Mercer Global Advisors Inc. ADV ($129.43K).

Institutional investors have sold a total of 4,204,767 shares in the last 24 months. This volume of shares sold represents approximately $361.36M in transactions.



Institutional ownership data for BATS:EFAV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/15/2026. New 13F filings are added each quarter as they're published.
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