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

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-0.21 (-0.30%)
(As of 04/25/2024 ET)
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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)
225
Total
Institutional Inflows
(last 12 months)
$927.80M
Number of
Institutional Sellers
(last 12 months)
255
Total
Institutional Outflows
(last 12 months)
$1.05B
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EFAV Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024 IMA Wealth Inc.45,396$3.22M1.5%+3.3%0.047%
4/24/2024 Wolff Financial Management LLC9,449$670K0.2%-38.5%0.010%
4/24/2024 1900 Wealth Management LLC18,327$1.30M0.1%-51.2%0.019%
4/24/2024 Family Capital Trust Co3,550$252K0.1%-98.0%0.004%
4/24/2024 Premier Path Wealth Partners LLC9,773$693K0.1%-23.2%0.010%
4/24/2024 Round Rock Advisors LLC29,774$2.11M0.5%-5.3%0.031%
4/24/2024 Archford Capital Strategies LLC27,896$1.98M0.3%-1.5%0.029%
4/24/2024 Essex Financial Services Inc.6,770$480K0.0%-16.2%0.007%
4/23/2024 James J. Burns & Company LLC3,209$225K0.1%-18.2%0.003%
4/23/2024 Global Retirement Partners LLC10,119$717K0.0%-18.6%0.010%
4/23/2024 Sage Mountain Advisors LLC5,854$415K0.0%+56.1%0.006%
4/23/2024 Venturi Wealth Management LLC13,749$975K0.1%-52.0%0.014%
4/23/2024 Gradient Investments LLC500$35K0.0%-27.4%0.001%
4/23/2024 Stablepoint Partners LLC5,348$379K0.1%+18.8%0.006%
4/23/2024 Strategic Blueprint LLC2,876$204K0.0%-36.3%0.003%
4/23/2024 Raymond James Financial Services Advisors Inc.329,093$23.33M0.0%-9.2%0.341%
4/22/2024 Raymond James & Associates132,135$9.37M0.0%-13.1%0.137%
4/19/2024 Arcus Capital Partners LLC10,241$726K0.2%-22.3%0.009%
4/19/2024 Brickley Wealth Management30,799$2.18M0.5%+2.2%0.027%
4/18/2024 Shira Ridge Wealth Management12,697$900K0.5%+2.1%0.011%
4/18/2024 Capital Advisors Ltd. LLC24,948$1.77M0.2%-22.0%0.022%
4/18/2024 Woodmont Investment Counsel LLC32,457$2.30M0.2%-3.0%0.029%
4/18/2024 Colton Groome Financial Advisors LLC3,046$216K0.1%-10.2%0.003%
4/18/2024 Congress Wealth Management LLC DE 43,596$3.09M0.1%-3.3%0.039%
4/18/2024 Miracle Mile Advisors LLC19,436$1.38M0.0%-21.6%0.017%
4/18/2024 RHS Financial LLC9,343$662K0.4%+34.9%0.008%
4/18/2024 MorganRosel Wealth Management LLC38,445$2.73M1.0%-5.8%0.034%
4/18/2024 SteelPeak Wealth LLC4,043$287K0.0%-19.4%0.004%
4/18/2024 Breakwater Capital Group19,697$1.40M0.4%-1.4%0.018%
4/17/2024 Fiduciary Alliance LLC3,537$249K0.0%-31.7%0.003%
4/17/2024 Physician Wealth Advisors Inc.52,999$3.60M0.8%-2.9%0.047%
4/17/2024Baker Ellis Asset Management LLC15,500$1.10M0.2%-13.6%0.014%
4/16/2024 Trust Co. of Virginia VA51,756$3.67M0.4%+1.0%0.046%
4/16/2024 Courier Capital LLC7,690$545K0.0%-52.7%0.007%
4/16/2024 Wealth Enhancement Advisory Services LLC155,858$11.05M0.0%-59.4%0.139%
4/15/2024 Janiczek Wealth Management LLC182,937$12.97M2.8%+1.0%0.163%
4/15/2024 Peterson Wealth Advisors LLC23,774$1.69M0.4%-6.1%0.021%
4/15/2024 Aspiriant LLC142,127$10.07M0.4%-9.0%0.127%
4/15/2024 Brookstone Capital Management290,821$20.61M0.4%-4.8%0.259%
4/15/2024 Kingswood Wealth Advisors LLC7,654$543K0.1%-11.0%0.007%
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4/15/2024 Sound Income Strategies LLC400$28K0.0%+113.9%0.000%
4/12/2024 McNaughton Wealth Management LLC94,167$6.68M3.7%+3.7%0.084%
4/12/2024 CGN Advisors LLC19,834$1.41M0.2%+29.9%0.018%
4/12/2024 Harbor Investment Advisory LLC1,397$99K0.0%-11.2%0.001%
4/12/2024 Anderson Hoagland & Co.170,543$11.80M1.3%+3.1%0.152%
4/11/2024 International Assets Investment Management LLC6,660$470K0.0%-21.3%0.006%
4/10/2024 CVA Family Office LLC24,668$1.75M0.3%-1.2%0.022%
4/10/2024 Fragasso Group Inc.29,970$2.12M0.2%+2.0%0.027%
4/10/2024 Pathway Financial Advisors LLC4,334$307K0.1%-18.6%0.004%
4/10/2024 Park Avenue Securities LLC3,749$266K0.0%+26.2%0.003%
4/10/2024 Apella Capital LLC152,946$10.69M0.5%-1.1%0.136%
4/9/2024 Foster Group Inc.15,400$1.09M0.1%+8.2%0.014%
4/5/2024 NBC Securities Inc.20,185$1.43M0.1%+3.7%0.018%
4/5/2024 Insight Wealth Strategies LLC6,890$488K0.1%-97.8%0.006%
4/2/2024 Symmetry Partners LLC196,967$13.96M1.1%-18.4%0.176%
4/1/2024 Appleton Partners Inc. MA10,010$710K0.1%-12.5%0.009%
3/22/2024PNC Financial Services Group Inc.86,389$5.99M0.0%-10.9%0.077%
3/21/2024Grayhawk Investment Strategies Inc.6,406$444K0.2%-96.6%0.006%
3/14/2024Yeomans Consulting Group Inc.74,579$5.17M2.6%N/A0.066%
3/13/2024MONECO Advisors LLC8,626$598K0.1%-6.9%0.008%
3/6/2024SageView Advisory Group LLC28,228$1.95M0.1%-36.9%0.025%
3/4/2024Richardson Financial Services Inc.2,414$167K0.1%N/A0.002%
2/28/2024EP Wealth Advisors LLC2,587$179K0.0%-32.1%0.002%
2/27/2024Counterweight Ventures LLC8,282$574K0.5%N/A0.007%
2/26/2024Centaurus Financial Inc.4,321$300K0.0%-7.7%0.004%
2/26/2024Integrated Advisors Network LLC4,748$329K0.0%-40.0%0.004%
2/20/2024Pacific Center for Financial Services6,331$439K0.1%-19.0%0.006%
2/16/2024Hobbs Group Advisors LLC10,799$749K0.3%N/A0.010%
2/15/2024Grayhawk Investment Strategies Inc.6,406$444K0.7%-96.6%0.006%
2/15/2024Bell Investment Advisors Inc17,217$1.19M0.2%+8.7%0.015%
2/14/2024Brown Wealth Management LLC23,956$1.66M0.7%-15.6%0.021%
2/14/2024Elevate Wealth Advisory Inc.3,697$256K0.2%N/A0.003%
2/14/2024Visionary Wealth Advisors41,048$2.85M0.2%-10.6%0.037%
2/14/2024Sei Investments Co.880,289$61.04M0.1%-4.1%0.785%
2/14/2024Traction Financial Partners LLC6,894$478K0.3%N/A0.006%
2/14/2024Wescott Financial Advisory Group LLC7,824$543K0.1%-12.7%0.007%
2/14/2024Prudential PLC8,158$566K0.0%+78.0%0.007%
2/14/2024CFS Investment Advisory Services LLC20,579$1.43M0.3%-6.5%0.018%
2/13/2024Envestnet Asset Management Inc.5,191,062$359.95M0.1%+3.6%4.627%
2/13/2024Exencial Wealth Advisors LLC2,970$206K0.0%N/A0.003%
2/13/20241832 Asset Management L.P.20,290$1.41M0.0%+1.9%0.018%
2/13/2024Cetera Advisor Networks LLC87,289$6.05M0.0%-22.4%0.078%
2/13/2024 James J. Burns & Company LLC3,925$273K0.1%-7.1%0.003%
2/12/2024Goldstein Advisors LLC5,209$361K0.1%-9.5%0.005%
2/12/2024Fiduciary Trust Co15,099$1.05M0.0%+2.3%0.013%
2/12/2024Focus Financial Network Inc. ADV5,463$379K0.0%N/A0.005%
2/12/2024Steward Partners Investment Advisory LLC24,041$1.67M0.0%-75.0%0.021%
2/12/2024Alta Wealth Advisors LLC4,979$345K0.2%-32.1%0.004%
2/9/2024 Congress Wealth Management LLC DE 45,082$3.13M0.1%+4.1%0.040%
2/9/2024Advisory Services Network LLC33,386$2.32M0.1%-1.9%0.030%
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2/9/2024ProVise Management Group LLC112,585$7.81M0.7%-4.6%0.100%
2/9/2024Orion Portfolio Solutions LLC7,186$501K0.0%-52.2%0.006%
2/9/2024SageView Advisory Group LLC28,228$1.95M0.1%-36.9%0.025%
2/9/2024Valley Forge Investment Consultants Inc. ADV12,237$849K0.4%-12.3%0.011%
2/9/2024US Bancorp DE108,466$7.52M0.0%+2.0%0.097%
2/9/2024Delta Asset Management LLC TN1,474$102K0.0%N/A0.001%
2/9/2024Keystone Financial Group6,484$450K0.1%-24.2%0.006%
2/9/2024Assetmark Inc.160,767$11.15M0.0%-1.1%0.143%
2/9/2024CreativeOne Wealth LLC5,548$385K0.0%-6.6%0.005%
2/9/2024Corient Private Wealth LLC10,625$737K0.0%+18.0%0.009%
(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, 549 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 ($2.17B), FMR LLC ($803.37M), Envestnet Asset Management Inc. ($359.95M), BlackRock Inc. ($334.57M), Mercer Global Advisors Inc. ADV ($228.17M), Morgan Stanley ($222.57M), and Wharton Business Group LLC ($138.55M).Learn more on EFAV's institutional investors.

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

Of the 397 institutional investors that purchased iShares MSCI EAFE Min Vol Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CFS Investment Advisory Services LLC ($5.92M), FMR LLC ($3.68M), Balentine LLC ($2.33M), Envestnet Asset Management Inc. ($1.93M), Mercer Global Advisors Inc. ADV ($1.83M), Jane Street Group LLC ($1.03M), and Wharton Business Group LLC ($975.77K).

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

Institutional investors have bought a total of 28,182,994 shares in the last 24 months. This purchase volume represents approximately $1.86B in transactions.

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

Of the 392 institutional investors that sold iShares MSCI EAFE Min Vol Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($8.09M), CFS Investment Advisory Services LLC ($4.22M), Balentine LLC ($2.30M), Raymond James Financial Services Advisors Inc. ($853.16K), Horizon Investments LLC ($837.08K), Miracle Mile Advisors LLC ($646.55K), and Grayhawk Investment Strategies Inc. ($611.83K).

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

Institutional investors have sold a total of 31,946,461 shares in the last 24 months. This volume of shares sold represents approximately $2.13B in transactions.


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This page (BATS:EFAV) was last updated on 4/26/2024 by MarketBeat.com Staff

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