EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

479 hedge funds and large institutions have $3.28B invested in iShares MSCI EAFE Min Vol Factor ETF in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 111 increasing their positions, 185 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+9
Holders Change %
+1.91%
% of All Funds
6.51%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
62
Increased
111
Reduced
185
Closed
43
Calls
$47K
Puts
$203K
Net Calls
-$156K
Net Calls Change
-$658K

Top Buyers

1
WAOI
Wealth Advisors of Iowa
Iowa
+$11.4M
2
GWM
Geneos Wealth Management
Colorado
+$10.6M
3
FIA
Foundations Investment Advisors
Arizona
+$10.4M
4
GM
GeoWealth Management
Illinois
+$10.4M
5
ECA
Elevation Capital Advisory
Oregon
+$9.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.46B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$99.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.4M
4
VCS
Vaughan & Co Securities
New Jersey
-$8.39M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$7.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
326
StoneX Group
New York
$248K -$64.4K -827 -21%
FCFC
327
First Citizens Financial Corp
Iowa
$245K -$22K -282 -8%
BOPW
328
Brandywine Oak Private Wealth
Pennsylvania
$243K – – –
WTC
329
WhitTier Trust Company
Nevada
$241K +$63.7K +817 +36%
1WA
330
180 Wealth Advisors
Washington
$240K -$1.56K -20 -0.6%
EIP
331
Ellis Investment Partners
Pennsylvania
$239K – – –
AR
332
Apeiron RIA
Texas
$237K +$6.39K +82 +3%
EWA
333
Elevate Wealth Advisory
Georgia
$235K – – –
BAAM
334
Baker Avenue Asset Management
California
$234K +$234K +3,007 New
IBOK
335
Independence Bank of Kentucky
Kentucky
$234K – – –
PTC
336
Private Trust Company
Ohio
$234K – – –
PP
337
PDS Planning
Ohio
$228K – – –
AW
338
Alteri Wealth
California
$226K -$77.2K -991 -26%
OFS
339
OneAscent Financial Services
Alabama
$220K +$220K +2,816 New
CA
340
Claro Advisors
Massachusetts
$217K +$217K +2,789 New
SPWM
341
Straight Path Wealth Management
Michigan
$217K +$217K +2,788 New
CSP
342
Cary Street Partners
Virginia
$217K -$17.9K -230 -8%
PD
343
Planning Directions
Pennsylvania
$215K -$17.5K -224 -8%
VC
344
Veery Capital
Delaware
$214K +$214K +2,745 New
WF
345
Warner Financial
Maryland
$213K +$213K +2,737 New
MWM
346
Mission Wealth Management
California
$213K +$213K +2,731 New
BZWA
347
Blue Zone Wealth Advisors
California
$212K +$212K +2,725 New
WHG
348
Westwood Holdings Group
Texas
$212K +$212K +2,724 New
SF
349
Synovus Financial
Georgia
$212K +$212K +2,718 New
AWM
350
Apollon Wealth Management
South Carolina
$210K -$128K -1,640 -38%
12 13
14
15 16