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

iShares MSCI EAFE Min Vol Factor ETF logo
$90.96 +1.03 (+1.15%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
280
Total
Institutional Inflows
(last 12 months)
$393.52M
Number of
Institutional Sellers
(last 12 months)
223
Total
Institutional Outflows
(last 12 months)
$412.06M
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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
7/10/2026 Sage Capital Advisors llc4,194$368K0.1%-5.0%0.006%
7/9/2026 Veery Capital LLC3,438$302K0.1%+16.9%0.005%
7/9/2026 Focus Financial Network Inc.17,401$1.53M0.0%+38.9%0.027%
7/9/2026 Sax Wealth Advisors LLC14,516$1.33M0.0%N/A0.022%
7/9/2026 Lexington Hill Partners LLC9,820$861K0.4%+1.9%0.015%
7/9/2026 Breakwater Capital Group19,053$1.67M0.2%-2.4%0.029%
7/8/2026 Beaird Harris Wealth Management LLC1,037$91K0.0%+32.6%0.002%
7/8/2026 Invariant Investment Management2,976$266K0.2%+15.9%0.005%
7/8/2026 Apella Capital LLC52,215$4.69M0.1%-6.3%0.080%
7/7/2026 Foster Group Inc.14,981$1.31M0.0%+0.9%0.023%
7/7/2026 McNaughton Wealth Management LLC20,506$1.80M0.6%-4.6%0.031%
7/7/2026 CGN Advisors LLC23,051$2.02M0.1%+1.5%0.035%
7/7/2026 CoreCap Advisors LLC502$44K0.0%+94.6%0.001%
7/7/2026 Pathway Financial Advisors LLC2,724$242K0.0%-13.4%0.004%
7/7/2026 Moulton 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%
6/11/2026 Three 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%
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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%
5/8/2026 Cutler 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%
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%
5/6/2026 SteelPeak Wealth LLC3,648$333K0.0%+7.2%0.006%
5/6/2026Allspring Global Investments Holdings LLC582$53K0.0%N/A0.001%
5/6/2026 Independent 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%
5/5/2026Sanctuary Advisors LLC17,436$1.59M0.0%-7.8%0.027%
5/4/2026Archer 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%
5/2/2026Anchor Investment Management LLC67,369$6.16M0.5%+5.9%0.103%
5/2/2026Diversify Wealth Management LLC29,096$2.62M0.0%N/A0.045%
5/1/2026Citizens Financial Group Inc. RI14,386$1.31M0.0%-1.5%0.022%
5/1/2026Midwest Trust Co3,015$275K0.0%-9.3%0.005%
5/1/2026Fifth 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%
5/1/2026Mascoma Wealth Management LLC7,772$710K0.1%-4.3%0.012%
4/30/2026Mosaic Family Wealth Partners LLC8,280$757K0.1%-14.9%0.013%
4/30/2026Kestra Advisory Services LLC35,182$3.22M0.0%+15.7%0.054%
4/29/2026American Wealth Advisors LLC3,957$362K0.4%+6.7%0.006%
4/29/2026Integrated Advisors Network LLC4,574$418K0.0%+2.9%0.007%
4/28/2026Kathmere Capital Management LLC5,676$519K0.0%+31.1%0.009%
4/28/2026Whittier Trust Co.2,134$197K0.0%+30.6%0.003%
4/28/2026Berger Financial Group Inc20,000$1.83M0.1%-2.7%0.031%
4/28/2026Bravias Capital Group LLC2,194$200K0.1%N/A0.003%
4/27/2026 Syntegra Private Wealth Group LLC4,007$366K0.0%+5.9%0.006%
4/27/2026World Investment Advisors58,288$5.33M0.1%-1.9%0.089%
4/27/2026Private 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%
4/27/2026VAUGHAN & Co SECURITIES INC.31,237$2.85M1.5%-1.5%0.048%
4/27/2026Elevation Point Wealth Partners LLC2,256$206K0.0%N/A0.003%
4/25/2026Livet 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%
4/24/2026Global 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%
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4/23/2026 Apollon Wealth Management LLC2,584$236K0.0%-4.6%0.004%
4/22/2026TPG Advisors LLC16,436$1.50M0.9%-6.0%0.025%
4/22/2026Janney 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%
4/21/2026Foster & Motley Inc.10,846$991K0.1%-6.3%0.017%
4/21/2026Silver Oak Securities Incorporated14,380$1.31M0.1%N/A0.022%
4/20/2026Kestra 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%


EFAV Institutional Ownership - Frequently Asked Questions

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 ($359.09M), 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.

Of the 421 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 4,603,594 shares in the last 24 months. This purchase volume represents approximately $393.52M in transactions.

Of the 223 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. ($530.65K), Bank of America Corp DE ($442.93K), Ascent Group LLC ($301.75K), Wealth Advisors of Iowa LLC ($251.73K), Ameriprise Financial Inc. ($246.20K), and Mercer Global Advisors Inc. ADV ($129.43K).

Institutional investors have sold a total of 4,808,885 shares in the last 24 months. This volume of shares sold represents approximately $412.06M in transactions.


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This page (BATS:EFAV) was last updated on 7/26/2026 by MarketBeat.com Staff.
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