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 %
CAL
101
Capital Analysts LLC
Pennsylvania
$3.14M +$423K +5,026 +16%
PWA
102
Physician Wealth Advisors
Utah
$3.09M -$177K -2,104 -5%
SIC
103
Samalin Investment Counsel
New York
$3.02M -$36.7K -436 -1%
BFS
104
BridgePort Financial Solutions
Iowa
$3M -$81.7K -972 -3%
TFA
105
Transamerica Financial Advisors
Florida
$2.81M -$105K -1,247 -4%
VCS
106
Vaughan & Co Securities
New Jersey
$2.71M +$56.6K +673 +2%
RF
107
RHS Financial
California
$2.7M +$2.17M +25,805 +412%
BWM
108
Brickley Wealth Management
California
$2.61M -$9.75K -116 -0.4%
PA
109
Prism Advisors
California
$2.56M – – –
LFAS
110
Level Four Advisory Services
Texas
$2.54M -$10.5K -125 -0.4%
MWG
111
Martin Worley Group
Utah
$2.51M +$323K +3,841 +15%
TA
112
Tactive Advisors
Florida
$2.43M +$2.43M +28,860 New
MOS
113
MGO One Seven
Ohio
$2.28M +$2.28M +27,107 New
MG
114
Mather Group
Illinois
$2.28M – – –
JWCA
115
J.W. Cole Advisors
Florida
$2.25M +$471K +5,604 +26%
MCM
116
MAI Capital Management
Ohio
$2.25M -$171K -2,035 -7%
FPAS
117
Focus Partners Advisor Solutions
Missouri
$2.2M +$46.8K +557 +2%
UB
118
UMB Bank
Missouri
$2.2M -$11.7K -139 -0.5%
IWM
119
IHT Wealth Management
Illinois
$2.17M -$21.6K -257 -1%
Bank of New York Mellon
120
Bank of New York Mellon
New York
$2.08M -$187K -2,221 -8%
AFP
121
Ausdal Financial Partners
Iowa
$2.04M +$29.8K +355 +1%
KA
122
Klingman & Associates
New York
$1.99M -$57.6K -685 -3%
SFA
123
Sequoia Financial Advisors
Ohio
$1.94M -$976K -11,611 -33%
FFA
124
Fortune Financial Advisors
Kansas
$1.91M +$192K +2,282 +11%
KAS
125
Kestra Advisory Services
Texas
$1.86M -$130K -1,549 -7%
3 4
5
6 7