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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 %
JWCA
126
J.W. Cole Advisors
Florida
$1.65M +$1.13M +14,527 +218%
CFO
127
CVA Family Office
Colorado
$1.64M -$7.79K -100 -0.5%
BWM
128
Brown Wealth Management
Illinois
$1.62M -$88.5K -1,136 -5%
HSA
129
HBK Sorce Advisory
Pennsylvania
$1.62M -$365K -4,687 -18%
FFA
130
Fortune Financial Advisors
Kansas
$1.59M -$54K -693 -3%
SEIA
131
Signature Estate & Investment Advisors
California
$1.59M -$18.5K -237 -1%
BAM
132
Belpointe Asset Management
Nevada
$1.58M +$1.58M +20,269 New
CA
133
CGN Advisors
Kansas
$1.56M -$79.5K -1,020 -5%
LAS
134
Lloyd Advisory Services
Georgia
$1.56M +$1.56M +20,008 New
SAG
135
SageView Advisory Group
California
$1.55M -$55.2K -709 -3%
SPIA
136
Steward Partners Investment Advisory
New York
$1.55M -$358K -4,589 -19%
PCIA
137
Prime Capital Investment Advisors
Kansas
$1.52M +$242K +3,105 +19%
BCG
138
Breakwater Capital Group
New Jersey
$1.51M +$25.3K +325 +2%
BPA
139
Beacon Pointe Advisors
California
$1.49M -$21.2K -272 -1%
SAM
140
Sawgrass Asset Management
Florida
$1.47M -$178K -2,279 -11%
AWM
141
Aries Wealth Management
Maine
$1.46M +$46K +590 +3%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$1.45M -$52.8K -678 -4%
ACS
143
Archford Capital Strategies
Illinois
$1.44M -$55.8K -716 -4%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$1.44M +$333K +4,277 +30%
SRC
145
Shufro Rose & Co
New York
$1.44M -$22.1K -283 -2%
WANY
146
Wealthspire Advisors (New York)
New York
$1.44M -$1.74M -22,364 -55%
FVWA
147
Foster Victor Wealth Advisors
South Carolina
$1.42M -$56.1K -722 -4%
BIA
148
Bell Investment Advisors
California
$1.39M -$9.74K -125 -0.7%
HWM
149
HB Wealth Management
Georgia
$1.37M -$7.79K -100 -0.6%
RRA
150
Round Rock Advisors
Connecticut
$1.35M +$79.1K +1,015 +6%
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