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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 %
WF
376
Warner Financial
Maryland
$225K -$5.13K -61 -2%
SWM
377
SeaCrest Wealth Management
New York
$223K +$223K +2,649 New
BOSSRA
378
B.O.S.S. Retirement Advisors
Utah
$221K -$504K -6,001 -70%
SFG
379
Sovereign Financial Group
Connecticut
$221K – – –
TSS
380
Two Sigma Securities
New York
$218K -$109K -1,291 -33%
MF
381
Meridian Financial
Massachusetts
$215K +$215K +2,559 New
BCI
382
Brinker Capital Investments
Pennsylvania
$215K +$215K +2,557 New
GLLW
383
Graves Light Lenhart Wealth
Virginia
$214K +$214K +2,545 New
CKAIS
384
Christensen King & Associates Investment Services
Washington
$212K -$7.48K -89 -3%
SAM
385
Smartleaf Asset Management
Massachusetts
$211K +$5.86K +70 +3%
IBOK
386
Independence Bank of Kentucky
Kentucky
$210K -$42K -500 -17%
ISFAN
387
Investor's Fiduciary Advisor Network
Washington
$209K +$209K +2,490 New
AF
388
Advisornet Financial
Minnesota
$208K +$65K +773 +45%
WA
389
Waverly Advisors
Alabama
$207K +$207K +2,465 New
SPWM
390
Straight Path Wealth Management
Michigan
$206K -$28.7K -342 -12%
BCG
391
Bravias Capital Group
New Jersey
$205K +$205K +2,442 New
ADL
392
Asset Dedication LLC
California
$203K – – –
AW
393
Alteri Wealth
California
$202K -$41.4K -493 -17%
Citigroup
394
Citigroup
New York
$201K – – –
SM
395
Sensible Money
Arizona
$200K +$200K +2,382 New
AAS
396
Ameritas Advisory Services
Nebraska
$195K -$1.18M -14,051 -86%
SFC
397
SYM Financial Corp
Indiana
$194K – – –
GWP
398
Gen-Wealth Partners
Michigan
$189K – – –
LWANC
399
Laurel Wealth Advisors (North Carolina)
North Carolina
$188K +$186K +15,616 +8,306%
NP
400
NorthRock Partners
Minnesota
$187K +$161K +1,919 +621%
14 15
16
17 18