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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 %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$7.92M -$887K -11,383 -10%
CIC
52
Cutler Investment Counsel
Oregon
$7.83M -$3.53M -45,295 -31%
AC
53
Apella Capital
Connecticut
$7.62M -$2.68M -35,241 -26%
Osaic Holdings
54
Osaic Holdings
Arizona
$7.61M -$1.39M -17,880 -15%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$7.59M -$1.35M -17,359 -15%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$7.53M +$1.47M +18,739 +24%
HighTower Advisors
57
HighTower Advisors
Illinois
$7.44M -$157K -2,015 -2%
AL
58
Aspiriant LLC
California
$6.75M -$3.21M -41,236 -32%
WDL
59
Well Done LLC
Michigan
$6.61M -$127K -1,796 -2%
AMG
60
Asset Management Group
Connecticut
$6.43M -$15.3K -196 -0.2%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$6.26M +$160K +2,052 +3%
YCG
62
Yeomans Consulting Group
Georgia
$6.24M +$274K +3,517 +5%
FF
63
Friedenthal Financial
New Jersey
$6.15M -$1.37M -17,585 -18%
TNBTD
64
Trustmark National Bank Trust Department
Mississippi
$5.99M -$100K -1,283 -2%
Stifel Financial
65
Stifel Financial
Missouri
$5.92M +$422K +5,422 +8%
GT
66
Glenmede Trust
Pennsylvania
$5.45M +$40.4K +519 +0.7%
EC
67
Estate Counselors
Wisconsin
$4.89M -$454K -5,823 -8%
NA
68
NewEdge Advisors
Louisiana
$4.67M -$38.3K -491 -0.8%
RWP
69
RWA Wealth Partners
Massachusetts
$4.48M -$504K -6,470 -10%
MCCP
70
Mission Creek Capital Partners
California
$4.47M -$3.48M -44,624 -44%
WIA
71
World Investment Advisors
California
$4.47M -$93.8K -1,204 -2%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$4.42M -$381K -4,892 -8%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$4.38M +$124K +1,586 +3%
AIM
74
Anchor Investment Management
South Carolina
$4.35M +$246K +3,163 +6%
TTWM
75
TCV Trust & Wealth Management
Virginia
$4.29M +$115K +1,477 +3%
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