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

iShares MSCI EAFE Min Vol Factor ETF logo
$91.18 +0.63 (+0.70%)
As of 05/5/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
303
Total
Institutional Inflows
(last 12 months)
$519.81M
Number of
Institutional Sellers
(last 12 months)
235
Total
Institutional Outflows
(last 12 months)
$438.75M
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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
5/5/2026D.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%
5/5/2026Sanctuary Advisors LLC17,436$1.59M0.0%-7.8%0.027%
5/4/2026 Archer Investment Corp503$46K0.0%-68.7%0.001%
5/4/2026 Citizens National Bank Trust Department5,214$476K0.1%-8.4%0.008%
5/4/2026 Hibernia Wealth Partners LLC8,784$803K0.2%+4.1%0.013%
5/2/2026 Anchor Investment Management LLC67,369$6.16M0.5%+5.9%0.103%
5/2/2026 Diversify Wealth Management LLC29,096$2.62M0.0%N/A0.045%
5/1/2026 Citizens Financial Group Inc. RI14,386$1.31M0.0%-1.5%0.022%
5/1/2026 Midwest Trust Co3,015$275K0.0%-9.3%0.005%
5/1/2026 Fifth Third Bancorp111,122$10.15M0.0%+5,456.1%0.170%
5/1/2026 Sequoia Financial Advisors LLC37,163$3.40M0.0%-16.4%0.057%
5/1/2026 Mascoma Wealth Management LLC7,772$710K0.1%-4.3%0.012%
4/30/2026 Mosaic Family Wealth Partners LLC8,280$757K0.1%-14.9%0.013%
4/30/2026 Kestra Advisory Services LLC35,182$3.22M0.0%+15.7%0.054%
4/29/2026 American Wealth Advisors LLC3,957$362K0.4%+6.7%0.006%
4/29/2026 Integrated Advisors Network LLC4,574$418K0.0%+2.9%0.007%
4/28/2026 Kathmere Capital Management LLC5,676$519K0.0%+31.1%0.009%
4/28/2026 Whittier Trust Co.2,134$197K0.0%+30.6%0.003%
4/28/2026 Berger Financial Group Inc20,000$1.83M0.1%-2.7%0.031%
4/28/2026 Bravias Capital Group LLC2,194$200K0.1%N/A0.003%
4/27/2026 Syntegra Private Wealth Group LLC4,007$366K0.0%+5.9%0.006%
4/27/2026 World Investment Advisors58,288$5.33M0.1%-1.9%0.089%
4/27/2026 Private Advisor Group LLC58,935$5.39M0.0%+28.7%0.090%
4/27/2026 Y Intercept Hong Kong Ltd4,294$392K0.0%-58.1%0.007%
4/27/2026 VAUGHAN & Co SECURITIES INC.31,237$2.85M1.5%-1.5%0.048%
4/27/2026 Elevation Point Wealth Partners LLC2,256$206K0.0%N/A0.003%
4/25/2026 Livet Wealth LLC4,417$404K0.3%-3.5%0.007%
4/25/2026 Physician Wealth Advisors Inc.33,362$3.05M0.4%-3.0%0.051%
4/24/2026 Global Trust Asset Management LLC750$69K0.0%+50.0%0.001%
4/23/2026 Premier Path Wealth Partners LLC8,026$733K0.1%-4.5%0.012%
4/23/2026 Caliber Wealth Management LLC KS3,797$347K0.0%-9.0%0.006%
4/23/2026 EWA LLC4,522$413K0.1%+7.7%0.007%
4/23/2026 Apollon Wealth Management LLC2,584$236K0.0%-4.6%0.004%
4/22/2026 TPG Advisors LLC16,436$1.50M0.9%-6.0%0.025%
4/22/2026 Janney Montgomery Scott LLC14,724$1.35M0.0%-9.6%0.023%
4/21/2026 Armbruster Capital Management Inc.221,426$20.23M3.3%+1.0%0.339%
4/21/2026 Foster & Motley Inc.10,846$991K0.1%-6.3%0.017%
4/21/2026 Silver Oak Securities Incorporated14,380$1.31M0.1%N/A0.022%
4/20/2026 Kestra Private Wealth Services LLC3,880$354K0.0%-4.0%0.006%
4/20/2026 Breakwater Capital Group19,516$1.78M0.2%+0.6%0.030%
4/20/2026 Friedenthal Financial22,482$2.05M1.0%-1.3%0.034%
4/20/2026 Apella Capital LLC55,707$5.20M0.1%-10.5%0.085%
4/17/2026 AdvisorNet Financial Inc4,059$371K0.0%+34.9%0.006%
4/17/2026 Baker Ellis Asset Management LLC11,950$1.09M0.1%-1.6%0.018%
4/17/2026 Summit Wealth Partners LLC3,787$346K0.1%-6.6%0.006%
4/17/2026 Ocean Park Asset Management LLC99,751$9.11M0.5%N/A0.153%
4/17/2026 Capital Advisors Ltd. LLC15,236$1.39M0.2%+2.5%0.023%
4/17/2026 Brookstone Capital Management225,983$20.65M0.2%+3.4%0.346%
4/16/2026 Evolve Private Wealth LLC3,635$332K0.0%+11.4%0.006%
4/16/2026 Founders Financial Securities LLC66,432$6.21M0.4%-24.7%0.102%
3/20/2026Purpose Unlimited Inc.162,147$13.99M0.6%N/A0.248%
3/17/2026Rockefeller Capital Management L.P.48,498$4.18M0.0%+16.4%0.074%
3/9/2026Corient Private Wealth LLC12,357$1.07M0.0%+17.6%0.019%
3/4/2026Compass Financial Group Inc. Ohio 37,764$3.26M2.4%N/A0.058%
3/4/2026Rehmann Capital Advisory Group34,067$3.08M0.2%-5.3%0.052%
3/4/2026 Keenan LLC10,417$898K0.8%N/A0.016%
2/27/2026 Arwa LLC3,307$285K0.2%N/A0.005%
2/26/2026 Anchor Investment Management LLC63,594$5.49M0.4%+4.6%0.097%
2/25/2026Tempo Wealth LLC15,067$1.30M0.2%N/A0.023%
2/20/2026 Catalyst Investment Management LLC2,920$252K0.2%N/A0.004%
2/20/2026 Keenan LLC753$65K3.7%N/A0.001%
2/19/2026Rare Wolf Capital LLC3,215$277K0.2%N/A0.005%
2/19/2026 Lexington Hill Partners LLC9,635$831K0.6%N/A0.015%
2/19/2026Aznar Financial Advisors LLC15,637$1.35M1.3%N/A0.024%
2/19/2026Corient Private Wealth LLC12,357$1.07M0.0%+17.6%0.019%
2/18/2026Mercer Global Advisors Inc. ADV445,083$38.39M0.1%-6.6%0.682%
2/18/2026Beacon Pointe Advisors LLC20,352$1.76M0.0%+6.6%0.031%
2/18/2026EP Wealth Advisors LLC2,529$218K0.0%N/A0.004%
2/18/2026NewEdge Advisors LLC68,661$5.92M0.0%+3.1%0.105%
2/18/2026Hershey Financial Advisers LLC21,639$1.87M1.6%N/A0.033%
2/18/2026Alpha Capital Advisors Inc. ADV82,260$7.15M6.6%N/A0.126%
2/18/2026Tudor Investment Corp ET AL53,582$4.62M0.0%-29.7%0.082%
2/18/2026Quadrature Capital Ltd7,186$620K0.0%N/A0.011%
2/18/2026 River S Edge Wealth Management LLC5,193$487K0.5%N/A0.008%
2/18/2026Opus Financial Solutions LLC5,842$504K0.5%N/A0.009%
2/18/2026IHT Wealth Management LLC27,605$2.38M0.1%+4.4%0.042%
2/18/2026 Evolve Private Wealth LLC3,263$281K0.0%N/A0.005%
2/17/2026AQR Capital Management LLC6,508$561K0.0%+55.7%0.010%
2/17/2026Cetera Investment Advisers348,098$30.02M0.0%-4.5%0.533%
2/17/2026Equitable Holdings Inc.13,970$1.21M0.0%+5.4%0.021%
2/17/2026Amundi389,784$33.62M0.0%-5.6%0.597%
2/17/2026Osaic Holdings Inc.158,208$13.63M0.0%-23.0%0.242%
2/17/2026Advisory Services Network LLC41,445$3.58M0.1%+3.9%0.063%
2/17/2026 Private Advisor Group LLC45,808$3.95M0.0%+5.1%0.070%
2/17/2026 Ibex Wealth Advisors14,338$1.24M0.1%+6.8%0.022%
2/17/2026Asset Management Group Inc.84,390$7.28M1.2%+1.3%0.129%
2/17/2026Captrust Financial Advisors147,409$12.71M0.0%-21.7%0.226%
2/17/2026&PARTNERS21,591$1.86M0.0%+20.9%0.033%
2/17/2026Blair William & Co. IL5,869$506K0.0%-5.1%0.009%
2/17/2026Royal Bank of Canada497,728$42.93M0.0%-4.4%0.762%
2/17/2026 Howe & Rusling Inc.931$80K0.0%N/A0.001%
2/16/2026 MML Investors Services LLC190,982$16.47M0.0%+9.6%0.292%
2/16/2026Mariner LLC151,521$13.07M0.0%-3.6%0.232%
2/16/2026Focus Partners Wealth68,778$5.93M0.0%+0.9%0.105%
2/16/2026Arax Advisory Partners6,506$561K0.0%N/A0.010%
2/13/2026Arete Wealth Advisors LLC2,423$209K0.0%-16.9%0.004%
2/13/2026CreativeOne Wealth LLC2,438$210K0.0%N/A0.004%
2/13/2026 Kestra Advisory Services LLC30,408$2.62M0.0%+15.3%0.047%


EFAV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EFAV shares?

During the previous two years, 532 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 ($330.79M), Morgan Stanley ($199.25M), Wharton Business Group LLC ($151.93M), Northwestern Mutual Wealth Management Co. ($99.66M), Envestnet Asset Management Inc. ($88.32M), and LPL Financial LLC ($77.42M).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 419 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), Raymond James Financial Inc. ($852.27K), 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).

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

Institutional investors have bought a total of 6,181,102 shares in the last 24 months. This purchase volume represents approximately $519.81M in transactions.

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

Of the 235 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. ($1.01M), Envestnet Asset Management Inc. ($530.65K), Bank of America Corp DE ($379.48K), Ascent Group LLC ($301.75K), Wealth Advisors of Iowa LLC ($251.73K), Ameriprise Financial Inc. ($246.20K), and LPL Financial LLC ($170.88K).

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

Institutional investors have sold a total of 5,169,783 shares in the last 24 months. This volume of shares sold represents approximately $438.75M in transactions.



This page (BATS:EFAV) was last updated on 5/6/2026 by MarketBeat.com Staff.
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