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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 %
SWP
201
Stratos Wealth Partners
Ohio
$718K -$179K -2,291 -20%
PIMG
202
Patriot Investment Management Group
Tennessee
$716K +$12.1K +155 +2%
SI
203
Stephens Inc
Arkansas
$706K – – –
P
204
&Partners
Tennessee
$701K +$19.1K +247 +3%
SPC
205
Spirepoint Private Client
Florida
$695K – – –
ACP
206
Arcus Capital Partners
Georgia
$691K -$107K -1,378 -13%
SM
207
Sweeney & Michel
California
$683K +$683K +9,330 New
HP
208
Hilltop Partners
Indiana
$676K – – –
BOSSRA
209
B.O.S.S. Retirement Advisors
Utah
$673K +$673K +8,631 New
PPWP
210
Premier Path Wealth Partners
New Jersey
$672K -$11.5K -147 -2%
DAS
211
Diversify Advisory Services
Utah
$671K -$41.6K -507 -6%
TWM
212
Tolleson Wealth Management
Texas
$666K -$222K -2,849 -25%
Franklin Resources
213
Franklin Resources
California
$650K – – –
CA
214
Clearstead Advisors
Ohio
$644K – – –
1WM
215
1900 Wealth Management
Texas
$640K -$54.1K -694 -8%
BWL
216
Bogart Wealth LLC
Virginia
$634K – – –
SMA
217
Sage Mountain Advisors
Georgia
$632K – – –
BDF
218
Black Diamond Financial
Maryland
$630K – – –
IA
219
IFG Advisory
Georgia
$629K -$7.48K -96 -1%
VWM
220
Venturi Wealth Management
Texas
$626K – – –
CWM
221
Cornerstone Wealth Management
Missouri
$625K -$545 -7 -0.1%
PFA
222
Portland Financial Advisors
New York
$625K – – –
AIP
223
Ameritas Investment Partners
Nebraska
$605K -$1.95K -25 -0.3%
FFG
224
Fiduciary Financial Group
California
$590K – – –
SYBT
225
Stock Yards Bank & Trust
Kentucky
$583K -$553K -7,095 -49%
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9
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