EFAV icon

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 %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$5.21M +$493K +5,868 +10%
WIA
77
World Investment Advisors
California
$4.99M +$170K +2,018 +4%
KWM
78
Kingsview Wealth Management
Oregon
$4.91M +$4.91M +58,414 New
AIM
79
Anchor Investment Management
South Carolina
$4.8M +$101K +1,203 +2%
MCCP
80
Mission Creek Capital Partners
California
$4.7M -$125K -1,492 -3%
MWM
81
Moulton Wealth Management
Washington
$4.64M +$276K +3,288 +6%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$4.57M -$198K -2,351 -4%
TTWM
83
TCV Trust & Wealth Management
Virginia
$4.55M -$82.4K -980 -2%
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$4.51M +$726K +8,642 +19%
CWM
85
Congress Wealth Management
Massachusetts
$4.45M -$136K -1,625 -3%
IAS
86
IMA Advisory Services
Colorado
$4.09M +$130K +1,542 +3%
Focus Partners Wealth
87
Focus Partners Wealth
Massachusetts
$3.98M +$820K +9,749 +26%
UCFA
88
United Capital Financial Advisors
Texas
$3.73M -$105K -1,248 -3%
IWC
89
Integrated Wealth Concepts
Massachusetts
$3.69M +$14K +166 +0.4%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$3.68M +$2.13M +25,315 +137%
FTUS
91
Flow Traders U.S.
New York
$3.67M +$3.67M +43,678 New
MA
92
Mutual Advisors
Nebraska
$3.65M +$1.37M +16,319 +60%
Goldman Sachs
93
Goldman Sachs
New York
$3.49M +$2.98M +35,397 +580%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$3.47M -$48.5K -577 -1%
PAG
95
Private Advisor Group
New Jersey
$3.46M +$21.5K +256 +0.6%
MWM
96
MorganRosel Wealth Management
Colorado
$3.39M -$81K -964 -2%
ASN
97
Advisory Services Network
Georgia
$3.32M +$84.5K +1,034 +3%
DADC
98
D.A. Davidson & Co
Montana
$3.23M -$163K -1,943 -5%
SC
99
Savant Capital
Illinois
$3.21M +$13.5K +161 +0.4%
SPA
100
Shore Point Advisors
New Jersey
$3.2M -$38.9K -463 -1%
2 3
4
5 6