EFAV icon

iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

511 hedge funds and large institutions have $3.77B invested in iShares MSCI EAFE Min Vol Factor ETF in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 186 increasing their positions, 164 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+32
Holders Change %
+6.68%
% of All Funds
6.85%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
72
Increased
186
Reduced
164
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PDL
Portfolio Design Labs
California
+$45.8M
2
AG
Ascent Group
Virginia
+$36.1M
3
BlackRock
BlackRock
New York
+$32.7M
4
SF
Summit Financial
New Jersey
+$29.1M
5
AssetMark Inc
AssetMark Inc
California
+$23.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$22.1M
2
US Bancorp
US Bancorp
Minnesota
-$21.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$12M
4
GWM
Geneos Wealth Management
Colorado
-$11.4M
5
FIA
Foundations Investment Advisors
Arizona
-$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SXL
351
Summit X LLC
Missouri
$256K +$3.28K +39 +1%
AWM
352
AE Wealth Management
Kansas
$255K -$3.23M -38,469 -93%
US Bancorp
353
US Bancorp
Minnesota
$253K -$21.7M -257,754 -99%
1WA
354
180 Wealth Advisors
Washington
$250K -$8.24K -98 -3%
OFS
355
OneAscent Financial Services
Alabama
$249K +$11.5K +136 +5%
PP
356
PDS Planning
Ohio
$246K – – –
LWM
357
Liberty Wealth Management
California
$244K +$244K +2,905 New
BZWA
358
Blue Zone Wealth Advisors
California
$242K +$13.2K +157 +6%
AWM
359
Apollon Wealth Management
South Carolina
$240K +$13.6K +162 +6%
Wealthfront Advisers
360
Wealthfront Advisers
California
$236K +$236K +2,809 New
AAP
361
Arax Advisory Partners
Colorado
$236K -$65.6K -780 -22%
PD
362
Planning Directions
Pennsylvania
$236K +$3.78K +45 +2%
SAI
363
Savvy Advisors Inc
New York
$235K +$235K +2,799 New
SA
364
Sovran Advisors
California
$235K +$235K +2,814 New
SB
365
Strategic Blueprint
Georgia
$234K +$234K +2,783 New
CA
366
Claro Advisors
Massachusetts
$232K -$2.1K -25 -0.9%
MWM
367
Mission Wealth Management
California
$232K +$2.02K +24 +0.9%
KRW
368
Kaufman Rossin Wealth
Florida
$231K +$231K +2,753 New
IA
369
IFP Advisors
Florida
$230K +$40.5K +482 +21%
VC
370
Veery Capital
Delaware
$230K -$420 -5 -0.2%
DB
371
Dravo Bay
Delaware
$229K +$229K +2,725 New
WHG
372
Westwood Holdings Group
Texas
$229K – – –
SF
373
Synovus Financial
Georgia
$229K +$252 +3 +0.1%
Fisher Asset Management
374
Fisher Asset Management
Washington
$227K -$51.5K -612 -18%
RIS
375
Richmond Investment Services
Wisconsin
$226K +$226K +2,690 New
13 14
15
16 17