EFAV icon

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 %
CWM
76
Congress Wealth Management
Massachusetts
$4.25M -$181K -2,330 -4%
AWS
77
Atria Wealth Solutions
New York
$4.21M -$1.12M -14,389 -21%
MWM
78
Moulton Wealth Management
Washington
$4.04M +$4.04M +51,837 New
MFG
79
Merit Financial Group
Georgia
$3.95M +$596K +7,654 +18%
IAS
80
IMA Advisory Services
Colorado
$3.67M +$144K +1,843 +4%
UCFA
81
United Capital Financial Advisors
Texas
$3.55M -$65.2K -837 -2%
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$3.5M +$3M +38,438 +588%
IWC
83
Integrated Wealth Concepts
Massachusetts
$3.41M -$76.2K -978 -2%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$3.26M -$78.2K -1,004 -2%
AWM
85
AE Wealth Management
Kansas
$3.23M +$3.02M +38,749 +1,410%
MWM
86
MorganRosel Wealth Management
Colorado
$3.22M -$5.45K -70 -0.2%
PAG
87
Private Advisor Group
New Jersey
$3.18M +$39.4K +506 +1%
DADC
88
D.A. Davidson & Co
Montana
$3.15M -$4.23M -54,331 -57%
ASN
89
Advisory Services Network
Georgia
$3.08M +$51.2K +657 +2%
PWA
90
Physician Wealth Advisors
Utah
$3.03M -$132K -1,698 -4%
SPA
91
Shore Point Advisors
New Jersey
$3.01M -$93.8K -1,204 -3%
SC
92
Savant Capital
Illinois
$2.96M -$143K -1,833 -5%
RIM
93
Rakuten Investment Management
Japan
$2.96M +$2.96M +37,753 New
Focus Partners Wealth
94
Focus Partners Wealth
Massachusetts
$2.93M +$190K +2,441 +7%
BFS
95
BridgePort Financial Solutions
Iowa
$2.86M +$231K +2,968 +9%
SIC
96
Samalin Investment Counsel
New York
$2.84M -$374K -4,805 -12%
VWA
97
Visionary Wealth Advisors
Illinois
$2.81M +$32.9K +422 +1%
SFA
98
Sequoia Financial Advisors
Ohio
$2.71M -$988K -12,674 -27%
TFA
99
Transamerica Financial Advisors
Florida
$2.71M +$7.33K +94 +0.3%
WIC
100
Woodmont Investment Counsel
Tennessee
$2.6M +$127K +1,630 +5%
2 3
4
5 6