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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 %
EFL
351
ERn Financial LLC
Wisconsin
$209K -$25.4K -326 -11%
PIA
352
Perennial Investment Advisors
California
$207K -$26K -334 -11%
SFG
353
Sovereign Financial Group
Connecticut
$205K +$205K +2,630 New
CKAIS
354
Christensen King & Associates Investment Services
Washington
$204K +$204K +2,615 New
WWM
355
Western Wealth Management
Colorado
$203K +$203K +2,602 New
SXL
356
Summit X LLC
Missouri
$203K +$203K +3,004 New
SF
357
Summit Financial
New Jersey
$202K +$202K +2,591 New
SS
358
Sunbelt Securities
Texas
$200K +$390 +5 +0.2%
SAM
359
Smartleaf Asset Management
Massachusetts
$192K – – –
ADL
360
Asset Dedication LLC
California
$188K – – –
Citigroup
361
Citigroup
New York
$186K – – –
SFC
362
SYM Financial Corp
Indiana
$180K +$33.7K +433 +23%
IA
363
IFP Advisors
Florida
$176K -$4.05K -52 -2%
GWP
364
Gen-Wealth Partners
Michigan
$175K – – –
SFCL
365
Strengthening Families & Communities LLC
Massachusetts
$151K – – –
CT
366
Colonial Trust
South Carolina
$150K -$27.4K -352 -15%
CF
367
Centaurus Financial
California
$148K -$10.9K -140 -7%
HI
368
Harbour Investments
Wisconsin
$140K -$6.39K -82 -4%
HPC
369
HM Payson & Co
Maine
$135K – – –
HCA
370
Heck Capital Advisors
Wisconsin
$134K -$1.13M -14,482 -89%
AF
371
Advisornet Financial
Minnesota
$133K +$18.5K +237 +16%
AIC
372
Archer Investment Corporation
Indiana
$131K – – –
WT
373
Whittier Trust
California
$127K – – –
PFBT
374
Parkside Financial Bank & Trust
Missouri
$125K -$55.4K -711 -31%
EWP
375
Elevation Wealth Partners
California
$124K -$52.3K -671 -30%
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15
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