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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 %
DWM
501
Dogwood Wealth Management
Kansas
$1.76K +$1.76K +21 New
BNP Paribas Financial Markets
502
BNP Paribas Financial Markets
France
$1.68K +$1.51K +18 +900%
JFA
503
JNBA Financial Advisors
Minnesota
$1.11K +$1.11K +13 New
CT
504
Clearstead Trust
Maine
$1.01K – – –
JHCP
505
Jackson Hole Capital Partners
Oklahoma
$1.01K – – –
BPAMU
506
BTG Pactual Asset Management US
New York
$1.01K +$1.01K +12 New
PGAM
507
Princeton Global Asset Management
New Jersey
$925 – – –
AF
508
Alerus Financial
North Dakota
$672 +$672 +8 New
LWMI
509
Legacy Wealth Management (Idaho)
Idaho
$505 – – –
LIS
510
Legacy Investment Solutions
Idaho
$505 +$505 +6 New
KG
511
Kilter Group
New York
$505 +$505 +6 New
TRCT
512
Tower Research Capital (TRC)
New York
$420 -$2.1K -25 -83%
FIA
513
Foundations Investment Advisors
Arizona
– -$10.4M -133,840 Closed
GM
514
GeoWealth Management
Illinois
– -$10.4M -133,315 Closed
ECA
515
Elevation Capital Advisory
Oregon
– -$9.7M -124,515 Closed
RWP
516
RWA Wealth Partners
Massachusetts
– -$4.48M -57,459 Closed
TC
517
TownSquare Capital
Utah
– -$1.8M -23,067 Closed
BAM
518
Belpointe Asset Management
Nevada
– -$1.58M -20,269 Closed
LAS
519
Lloyd Advisory Services
Georgia
– -$1.56M -20,008 Closed
HF
520
HRT Financial
New York
– -$545K -6,998 Closed
WAP
521
Wealthcare Advisory Partners
Pennsylvania
– -$254K -3,259 Closed
BA
522
Bristlecone Advisors
Washington
– -$251K -3,215 Closed
SG
523
StoneX Group
New York
– -$248K -3,179 Closed
EFL
524
ERn Financial LLC
Wisconsin
– -$209K -2,677 Closed
PIA
525
Perennial Investment Advisors
California
– -$207K -2,653 Closed
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