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iShares MSCI EAFE Min Vol Factor ETF (EFAV) Institutional Ownership

iShares MSCI EAFE Min Vol Factor ETF logo
$70.78 +0.82 (+1.17%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV)

Number of
Institutional Buyers
(last 12 months)
178
Total
Institutional Inflows
(last 12 months)
$430.56M
Number of
Institutional Sellers
(last 12 months)
231
Total
Institutional Outflows
(last 12 months)
$580.99M
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EFAV Institutional Buying and Selling by Quarter

iShares MSCI EAFE Min Vol Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Yeomans Consulting Group Inc.76,586$5.42M2.0%-31.9%0.080%
1/17/2025 Peterson Wealth Advisors LLC18,631$1.32M0.2%-20.1%0.019%
1/17/2025 Mutual Advisors LLC25,422$1.80M0.1%-3.7%0.027%
1/17/2025 Janney Montgomery Scott LLC19,279$1.36M0.0%+63.5%0.020%
1/17/2025 Baker Ellis Asset Management LLC12,600$891K0.1%-1.9%0.013%
1/17/2025 Magnus Financial Group LLC106,458$7.53M0.7%+0.8%0.111%
1/17/2025 Atomi Financial Group Inc.9,369$663K0.0%+76.0%0.010%
1/17/2025 Monterey Private Wealth Inc.27,066$1.91M0.6%+1.2%0.028%
1/16/2025 Aspiriant LLC127,921$9.05M0.3%-2.6%0.134%
1/16/2025 Harbor Investment Advisory LLC977$69K0.0%-25.5%0.001%
1/16/2025 Shore Point Advisors LLC39,770$2.81M1.5%+2.4%0.042%
1/15/2025 HB Wealth Management LLC17,671$1.25M0.0%-11.2%0.018%
1/15/2025 CGN Advisors LLC21,033$1.49M0.1%-1.1%0.022%
1/15/2025 Merit Financial Group LLC43,023$3.04M0.1%-10.5%0.045%
1/15/2025 Wealthcare Advisory Partners LLC3,265$231K0.0%-14.5%0.003%
1/14/2025 Keeler & Nadler Financial Planning & Wealth Management16,687$1.18M0.6%-19.1%0.017%
1/14/2025 ERn Financial LLC3,003$212K0.0%-21.3%0.003%
1/14/2025 Apella Capital LLC135,649$9.59M0.4%-16.1%0.142%
1/14/2025 Park Avenue Securities LLC6,079$430K0.0%-46.5%0.006%
1/14/2025 Kathmere Capital Management LLC3,408$241K0.0%+11.8%0.004%
1/14/2025 McNaughton Wealth Management LLC102,354$7.24M3.5%+1.0%0.107%
1/14/2025 PCA Investment Advisory Services Inc.15,051$1.06M0.5%+1.3%0.016%
1/14/2025 Shira Ridge Wealth Management11,685$826K0.4%-2.5%0.012%
1/13/2025 AdvisorNet Financial Inc1,465$104K0.0%+13.0%0.002%
1/13/2025 Miracle Mile Advisors LLC12,029$851K0.0%-31.1%0.013%
1/13/2025 Friedenthal Financial96,506$6.82M4.0%-0.4%0.101%
1/13/2025 Fragasso Financial Advisors Inc11,054$782K0.1%-28.5%0.012%
1/13/2025 Brookstone Capital Management267,279$18.90M0.3%-6.7%0.279%
1/10/2025 Wealth Enhancement Advisory Services LLC109,809$8.42M0.0%+1.3%0.115%
1/8/2025 Fulton Bank N.A.3,305$234K0.0%N/A0.003%
1/6/2025 Insight Wealth Strategies LLC6,057$428K0.1%-8.5%0.006%
12/26/2024JPMorgan Chase & Co.102,285$7.85M0.0%-3.1%0.107%
11/27/2024Franklin Resources Inc.6,323$480K0.0%-9.2%0.007%
11/25/2024Wilmington Savings Fund Society FSB4,440$341K0.0%N/A0.005%
11/25/2024World Investment Advisors LLC3,873$297K0.0%N/A0.004%
11/25/2024Sanctuary Advisors LLC25,364$1.84M0.0%+17.6%0.026%
11/21/2024Anchor Investment Management LLC50,083$3.84M0.4%-2.8%0.052%
11/18/2024Rehmann Capital Advisory Group121,811$9.35M0.6%-0.8%0.127%
11/15/2024Brophy Wealth Management LLC3,015$231K0.1%N/A0.003%
11/15/2024Vestcor Inc7,472$573K0.0%-88.9%0.008%
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11/15/2024 Nabity Jensen Investment Management Inc4,053$311K0.2%N/A0.004%
11/15/2024EWA LLC7,520$543K0.2%-8.8%0.008%
11/15/2024MML Investors Services LLC166,033$12.74M0.0%+12.7%0.173%
11/15/2024Pacific Center for Financial Services7,583$582K0.2%-11.8%0.008%
11/15/2024EP Wealth Advisors LLC2,476$190K0.0%-9.0%0.003%
11/15/2024Jane Street Group LLC867,994$66.58M0.0%+100.9%0.906%
11/15/2024Stifel Financial Corp66,861$5.13M0.0%+29.0%0.070%
11/15/2024SageView Advisory Group LLC22,925$1.76M0.1%-1.1%0.024%
11/15/2024Mission Creek Capital Partners Inc.104,433$8.01M1.9%-6.0%0.109%
11/15/2024Integrated Wealth Concepts LLC43,447$3.33M0.0%-1.4%0.045%
11/15/2024HighTower Advisors LLC101,717$7.81M0.0%-4.4%0.106%
11/15/2024Arrowroot Family Office LLC6,054$464K0.3%-59.2%0.006%
11/15/2024Ascent Group LLC4,864$373K0.0%-2.9%0.005%
11/14/2024Captrust Financial Advisors154,076$11.82M0.0%-1.4%0.161%
11/14/2024Rockefeller Capital Management L.P.40,089$3.07M0.0%-12.6%0.042%
11/14/2024Fiduciary Trust Co10,969$841K0.0%-14.1%0.011%
11/14/2024National Wealth Management Group LLC3,990$306K0.2%-15.6%0.004%
11/13/2024Glenmede Trust Co. NA66,701$5.12M0.0%-3.1%0.070%
11/13/2024Townsquare Capital LLC23,318$1.79M0.0%-1.7%0.024%
11/13/2024Transamerica Financial Advisors Inc.29,643$2.27M0.2%+71.9%0.031%
11/13/2024D.A. Davidson & CO.100,109$7.68M0.1%-2.1%0.104%
11/13/2024FMR LLC11,292,061$866.10M0.1%-4.9%11.787%
11/13/2024Bank of Montreal Can67,260$5.18M0.0%-12.7%0.070%
11/13/2024Acorn Wealth Advisors LLC9,201$706K0.3%-4.1%0.010%
11/13/2024Private Trust Co. NA2,998$230K0.0%-11.7%0.003%
11/13/2024Estate Counselors LLC67,934$5.21M0.5%+0.2%0.071%
11/12/2024Centaurus Financial Inc.2,052$157K0.0%-11.9%0.002%
11/12/2024Cerity Partners LLC9,788$751K0.0%-2.5%0.010%
11/12/2024Great Valley Advisor Group Inc.16,489$1.27M0.0%+5.6%0.017%
11/12/2024Asset Management Group Inc.102,025$7.83M1.4%-1.0%0.106%
11/12/2024CFS Investment Advisory Services LLC11,964$918K0.1%-3.1%0.012%
11/9/2024Trustmark National Bank Trust Department81,309$6.24M0.5%-2.5%0.085%
11/8/2024Citizens Financial Group Inc. RI14,196$1.09M0.0%-2.5%0.015%
11/8/2024 Avior Wealth Management LLC975$75K0.0%N/A0.001%
11/8/2024Counterweight Ventures LLC7,203$552K0.4%-4.0%0.008%
11/8/2024PNC Financial Services Group Inc.66,475$5.10M0.0%-10.8%0.069%
11/8/2024Prospera Financial Services Inc6,322$485K0.0%-16.8%0.007%
11/7/2024Wharton Business Group LLC1,229,241$94.28M4.2%-24.6%1.283%
11/7/2024MAI Capital Management29,605$2.27M0.0%-7.3%0.031%
11/7/2024Planning Directions Inc.3,037$233K0.1%-10.0%0.003%
11/7/2024Thrivent Financial for Lutherans11,491$881K0.0%+49.2%0.012%
11/6/2024 Veery Capital LLC2,748$211K0.1%N/A0.003%
11/6/2024Cutler Investment Counsel LLC182,187$13.97M1.8%-30.8%0.190%
11/6/2024Signature Estate & Investment Advisors LLC20,272$1.56M0.0%-13.4%0.021%
11/6/2024OneDigital Investment Advisors LLC6,017$461K0.0%-8.9%0.006%
11/5/2024Prime Capital Investment Advisors LLC16,820$1.29M0.0%-3.1%0.018%
11/5/2024Mascoma Wealth Management LLC9,584$735K0.2%-19.1%0.010%
11/5/2024Verus Capital Partners LLC7,912$607K0.1%-29.6%0.008%
11/5/2024Apollon Wealth Management LLC4,140$318K0.0%-11.4%0.004%
11/5/2024Tacita Capital Inc16,550$1.27M0.8%-1.0%0.017%
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11/4/2024Alaska Wealth Advisors6,636$509K0.1%-26.0%0.007%
11/4/2024GDS Wealth Management4,294$329K0.0%-4.8%0.004%
11/4/2024Ashton Thomas Securities LLC5,135$394K0.1%+17.7%0.005%
11/4/20241900 Wealth Management LLC18,327$1.30M0.1%+98.6%0.019%
11/4/2024Colonial River Investments LLC3,577$274K0.1%-4.6%0.004%
11/4/2024Round Rock Advisors LLC18,228$1.40M0.3%-6.0%0.019%
11/4/2024Sigma Planning Corp2,811$216K0.0%N/A0.003%
11/1/2024Cowa LLC4,451$341K0.2%+4.8%0.005%
11/1/2024Klingman & Associates LLC24,861$1.91M0.1%-1.4%0.026%
11/1/2024Assetmark Inc.205,077$15.73M0.0%-2.7%0.214%
(Data available from 1/1/2016 forward)

EFAV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EFAV shares?

During the previous two years, 487 institutional investors and hedge funds held shares of iShares MSCI EAFE Min Vol Factor ETF. The most heavily invested institutionals were Bank of America Corp DE ($2.17B), FMR LLC ($866.10M), Morgan Stanley ($222.57M), Envestnet Asset Management Inc. ($145.95M), Northwestern Mutual Wealth Management Co. ($108.47M), Wharton Business Group LLC ($94.28M), and Securian Asset Management Inc. ($73.74M).Learn more on EFAV's institutional investors.

Which institutional investors have been buying iShares MSCI EAFE Min Vol Factor ETF stock?

Of the 344 institutional investors that purchased iShares MSCI EAFE Min Vol Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($3.68M), Jane Street Group LLC ($3.18M), Balentine LLC ($2.33M), Envestnet Asset Management Inc. ($1.53M), Mercer Global Advisors Inc. ADV ($1.21M), International Assets Investment Management LLC ($596.45K), and Bank of New York Mellon Corp ($483.56K).

How much institutional buying is happening at iShares MSCI EAFE Min Vol Factor ETF?

Institutional investors have bought a total of 19,782,340 shares in the last 24 months. This purchase volume represents approximately $1.34B in transactions.

Which iShares MSCI EAFE Min Vol Factor ETF major shareholders have been selling company stock?

Of the 342 institutional investors that sold iShares MSCI EAFE Min Vol Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($7.45M), Balentine LLC ($2.30M), Grayhawk Investment Strategies Inc. ($611.83K), FMR LLC ($584.22K), Raymond James Financial Services Advisors Inc. ($506.99K), Wharton Business Group LLC ($495.53K), and Aspiriant LLC ($439.75K).

How much institutional selling is happening at iShares MSCI EAFE Min Vol Factor ETF?

Institutional investors have sold a total of 22,222,426 shares in the last 24 months. This volume of shares sold represents approximately $1.52B in transactions.



This page (BATS:EFAV) was last updated on 1/20/2025 by MarketBeat.com Staff
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