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

iShares MSCI EAFE Min Vol Factor ETF logo
$92.21 -0.19 (-0.21%)
Closing price 04:10 PM Eastern
Extended Trading
$92.76 +0.55 (+0.60%)
As of 07:59 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)
241
Total
Institutional Inflows
(last 12 months)
$223.57M
Number of
Institutional Sellers
(last 12 months)
191
Total
Institutional Outflows
(last 12 months)
$371.29M
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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
9/23/2026 Envestnet Portfolio Solutions Inc.10,003$877K0.0%-6.9%0.015%
9/23/2026 Envestnet Asset Management Inc.1,036,742$90.93M0.0%-0.1%1.588%
9/15/2026 Anchor Investment Management LLC70,045$6.14M0.4%+4.0%0.107%
9/15/2026 Cherry Tree Wealth Management LLC4,376$384K0.1%-5.9%0.007%
9/9/2026 Sequoia Financial Advisors LLC28,495$2.50M0.0%-23.3%0.044%
9/9/2026 MCF Advisors LLC1,375$121K0.0%-7.3%0.002%
9/9/2026 Capital Analysts LLC38,166$3.35M0.1%-2.6%0.058%
9/9/2026 Integrated Wealth Concepts LLC38,188$3.35M0.0%+4.0%0.058%
9/9/2026 NewEdge Advisors LLC57,970$5.09M0.0%-10.5%0.089%
9/9/2026 IFP Advisors Inc4,514$396K0.0%+2.6%0.007%
9/9/2026 Squarepoint Ops LLC3,275$287K0.0%N/A0.005%
9/9/2026 Baird Financial Group Inc.110,680$9.71M0.0%+8.5%0.169%
9/9/2026 Arcus Capital Partners LLC9,285$814K0.3%+1.7%0.014%
9/8/2026 Allworth Financial LP10,137$889K0.0%-18.7%0.016%
8/27/2026 Corient Private Wealth LP12,040$1.06M0.0%+52.1%0.018%
8/23/2026 Beaird Harris Wealth Management LLC1,037$91K0.0%+32.6%0.002%
8/23/2026 HB Wealth Management LLC18,458$1.62M0.0%+4.4%0.028%
8/22/2026 Invested Advisors3,406$299K0.3%+6.1%0.005%
8/22/2026 Premier Path Wealth Partners LLC6,744$591K0.1%-16.0%0.010%
8/22/2026 United Community Bank850$75K0.0%-17.1%0.001%
8/22/2026 Concurrent Investment Advisors LLC25,736$2.26M0.0%+852.8%0.039%
8/21/2026 Round Rock Advisors LLC11,729$1.03M0.1%-9.3%0.018%
8/20/2026 Rehmann Capital Advisory Group43,093$3.78M0.2%+5.8%0.066%
8/20/2026 Greenleaf Trust3,365$325K0.0%N/A0.005%
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%
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7/2/2026 CX Institutional434$38K0.0%-45.3%0.001%
6/18/2026 Western 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%
6/3/2026 Parallel Advisors LLC3,739$342K0.0%-81.1%0.006%
6/3/2026 NewEdge Advisors LLC64,759$5.92M0.0%-5.7%0.099%
5/27/2026 Alpha Capital Advisors Inc. ADV84,872$7.76M7.4%+3.2%0.130%
5/26/2026 Glenmede Trust Co. NA55,572$5.08M0.0%-18.2%0.085%
5/22/2026 Segall Bryant & Hamill LLC5,098$462K0.0%N/A0.008%
5/22/2026 Verus Capital Partners LLC4,244$388K0.0%-4.6%0.006%
5/19/2026 Western Wealth Management LLC4,694$429K0.0%-5.9%0.007%
5/19/2026 Bank of America Corp DE3,930,058$359.09M0.0%-1.6%6.018%
5/19/2026 Centaurus Financial Inc.1,125$103K0.0%N/A0.002%
5/19/2026 Ashton Thomas Securities LLC5,825$532K0.1%N/A0.009%
5/19/2026 Arkadios Wealth Advisors24,903$2.28M0.0%-4.3%0.038%
5/18/2026 Amundi350,799$32.05M0.0%-10.0%0.537%
5/18/2026 EverSource Wealth Advisors LLC379$35K0.0%+203.2%0.001%
5/18/2026 Royal Bank of Canada493,576$45.10M0.0%-0.8%0.756%
5/18/2026 Estate Counselors LLC68,581$6.27M0.6%-0.3%0.105%
5/16/2026 Quantinno Capital Management LP14,859$1.36M0.0%+9.5%0.023%
5/15/2026 Gateway Wealth Partners LLC23,144$2.12M0.1%+112.2%0.035%
5/15/2026 Waverly Advisors LLC3,147$288K0.0%+5.8%0.005%
5/14/2026 Renaissance Technologies LLC4,100$375K0.0%-66.9%0.006%
5/14/2026 Compound Planning Inc.14,264$1.30M0.0%+0.9%0.022%
5/14/2026 Klingman & Associates LLC22,541$2.06M0.1%-0.7%0.035%
5/14/2026 Sei Investments Co.669,093$61.14M0.1%+0.2%1.025%
5/14/2026 Lido Advisors LLC12,777$1.17M0.0%+1.0%0.020%
5/13/2026 Cetera Investment Advisers356,879$32.61M0.0%+2.5%0.547%
5/13/2026 NewEdge Wealth LLC4,685$428K0.0%+6.7%0.007%
5/12/2026 Bellwether Advisors LLC17,576$1.61M0.3%-1.9%0.027%
5/8/2026 PNC 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%
5/7/2026 Parallel Advisors LLC3,739$342K0.0%-81.1%0.006%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC5,000$457K0.1%N/A0.008%
5/6/2026 IMA Advisory Services Inc.37,209$3.40M0.3%-6.7%0.057%
5/6/2026 Ceera Investments LLC4,090$374K0.2%+7.3%0.006%
5/6/2026 Frontier Asset Management LLC25,802$2.36M0.5%N/A0.040%
5/6/2026 Assetmark Inc.420,714$38.44M0.1%-2.1%0.644%
5/6/2026 SteelPeak Wealth LLC3,648$333K0.0%+7.2%0.006%
5/6/2026 Allspring Global Investments Holdings LLC582$53K0.0%N/A0.001%
5/6/2026 Independent Financial Group LLC8,687$794K0.0%N/A0.013%
5/5/2026 D.A. Davidson & CO.27,863$2.55M0.0%-2.5%0.043%
5/5/2026 Bank of New York Mellon Corp21,131$1.93M0.0%-1.5%0.032%
5/5/2026 Geneos Wealth Management Inc.213,922$19.55M0.5%+98.8%0.328%
5/5/2026 Sanctuary 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%
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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%


EFAV Institutional Ownership - Frequently Asked Questions

During the previous two years, 520 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 411 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 2,577,016 shares in the last 24 months. This purchase volume represents approximately $223.57M in transactions.

Of the 191 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 4,322,272 shares in the last 24 months. This volume of shares sold represents approximately $371.29M 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 9/23/2026. New 13F filings are added each quarter as they're published.
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