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

$72.06
+0.16 (+0.22%)
(As of 05/17/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
211
Total
Institutional Inflows
(last 12 months)
$823.97M
Number of
Institutional Sellers
(last 12 months)
241
Total
Institutional Outflows
(last 12 months)
$532.55M
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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
5/17/2024 Citizens Financial Group Inc. RI27,498$1.95M0.1%-0.8%0.029%
5/17/2024 New Covenant Trust Company N.A.495$35K0.0%N/A0.001%
5/17/2024 Comerica Bank104,210$7.39M0.0%-48.0%0.109%
5/16/2024 Jane Street Group LLC2,764,205$195.93M0.0%+17,865.7%2.885%
5/16/2024 B. Riley Wealth Advisors Inc.3,098$202K0.0%N/A0.003%
5/16/2024 Sweeney & Michel LLC11,796$846K0.4%N/A0.012%
5/15/2024 Ascent Group LLC5,886$417K0.0%-7.6%0.006%
5/14/2024 EP Wealth Advisors LLC2,443$173K0.0%-5.6%0.003%
5/14/2024 CreativeOne Wealth LLC5,067$359K0.0%-8.7%0.005%
5/13/2024 O Shaughnessy Asset Management LLC10,689$758K0.0%+8.3%0.011%
5/13/2024 Ameritas Investment Partners Inc.8,186$580K0.0%-1.7%0.009%
5/11/2024 Trustmark National Bank Trust Department101,544$7.20M0.6%-2.6%0.106%
5/10/2024 Osaic Holdings Inc.177,229$12.56M0.0%-34.5%0.185%
5/10/2024 Blue Barn Wealth LLC7,989$566K0.3%-3.7%0.008%
5/10/2024 Spirepoint Private Client LLC8,920$632K0.1%N/A0.009%
5/9/2024 ProVise Management Group LLC112,138$7.95M0.7%-0.4%0.117%
5/9/2024 Blair William & Co. IL5,209$369K0.0%+12.3%0.005%
5/9/2024 HBK Sorce Advisory LLC32,613$2.31M0.1%+0.9%0.034%
5/9/2024 Ledyard National Bank125,332$8.88M0.9%+5.7%0.131%
5/9/2024 Planning Directions Inc.3,947$280K0.2%-15.1%0.004%
5/9/2024 Eagle Bay Advisors LLC1,210$86K0.1%+1,916.7%0.001%
5/8/2024 Bell Investment Advisors Inc19,053$1.35M0.3%+10.7%0.020%
5/8/2024 Paladin Advisory Group LLC2,080$147K0.1%-22.8%0.002%
5/8/2024 Avantax Advisory Services Inc.91,511$6.49M0.1%-4.7%0.096%
5/8/2024 US Bancorp DE106,981$7.58M0.0%-1.4%0.112%
5/7/2024 Verus Capital Partners LLC10,253$727K0.1%-24.3%0.011%
5/7/2024 Sei Investments Co.889,910$63.08M0.1%+1.1%0.929%
5/7/2024 Facet Wealth Inc.139,971$9.89M0.3%+45.1%0.146%
5/7/2024 Wealthspire Advisors LLC80,554$5.71M0.1%-31.7%0.084%
5/7/2024 Roof Eidam Maycock Peralta LLC18,785$1.33M0.4%+5.7%0.020%
5/6/2024 Envestnet Portfolio Solutions Inc.68,499$4.86M0.0%-19.7%0.072%
5/4/2024 Geneos Wealth Management Inc.103,124$7.31M0.3%-27.0%0.107%
5/4/2024 Lester Murray Antman dba SimplyRich189,183$13.41M4.3%+0.6%0.196%
5/4/2024 Richardson Financial Services Inc.3,201$227K0.2%+32.6%0.003%
5/3/2024 Rehmann Capital Advisory Group133,239$9.44M0.7%-1.5%0.138%
5/3/2024 Integrity Financial Corp WA895$63K0.0%-24.7%0.001%
5/2/2024 Mutual Advisors LLC41,956$2.97M0.1%-0.4%0.043%
5/2/2024 Magnolia Capital Advisors LLC6,438$439K0.4%+7.9%0.007%
5/2/2024 Vantage Financial Partners LLC8,558$607K0.2%+3.2%0.009%
5/2/2024 Choreo LLC120,079$8.51M0.2%-1.0%0.124%
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5/1/2024 Cherry Tree Wealth Management LLC6,573$466K0.1%-10.4%0.007%
5/1/2024 Janney Montgomery Scott LLC10,000$709K0.0%-8.8%0.010%
5/1/2024 VAUGHAN & Co SECURITIES INC.128,800$9.13M5.8%+2.7%0.133%
5/1/2024 Klingman & Associates LLC25,505$1.81M0.1%-1.5%0.026%
5/1/2024 Concourse Financial Group Securities Inc.4,525$321K0.0%-9.0%0.005%
5/1/2024 BOK Financial Private Wealth Inc.2,191$155K0.0%+1,204.2%0.002%
5/1/2024 Retirement Group LLC4,506$319K0.1%-10.6%0.005%
5/1/2024 Diversify Advisory Services LLC8,532$602K0.0%N/A0.009%
4/30/2024 Private Advisor Group LLC49,936$3.54M0.0%-13.1%0.052%
4/30/2024 J.W. Cole Advisors Inc.9,412$667K0.0%-15.4%0.010%
4/30/2024 HB Wealth Management LLC24,693$1.75M0.0%-10.2%0.026%
4/30/2024 Naples Money Management LLC415$29K0.0%N/A0.000%
4/30/2024 Perigon Wealth Management LLC17,649$1.25M0.0%-12.9%0.018%
4/29/2024Commonwealth Equity Services LLC356,968$25.30M0.0%-4.8%0.370%
4/29/2024 FAS Wealth Partners Inc.5,093$361K0.0%-5.0%0.005%
4/29/2024 RWA Wealth Partners LLC68,342$4.84M0.1%-2.2%0.071%
4/27/2024 Foster Victor Wealth Advisors LLC24,168$1.68M0.2%-1.7%0.025%
4/26/2024 Securian Asset Management Inc.1,113,648$78.94M2.3%-1.1%1.154%
4/26/2024 Sage Advisory Services Ltd.Co.3,753$266K0.1%-97.4%0.004%
4/25/2024 IMA Wealth Inc.45,396$3.22M1.5%+3.3%0.047%
4/24/2024 Wolff Financial Management LLC9,449$670K0.2%-38.5%0.010%
4/24/2024 1900 Wealth Management LLC18,327$1.30M0.1%-51.2%0.019%
4/24/2024 Family Capital Trust Co3,550$252K0.1%-98.0%0.004%
4/24/2024 Premier Path Wealth Partners LLC9,773$693K0.1%-23.2%0.010%
4/24/2024 Round Rock Advisors LLC29,774$2.11M0.5%-5.3%0.031%
4/24/2024 Archford Capital Strategies LLC27,896$1.98M0.3%-1.5%0.029%
4/24/2024 Essex Financial Services Inc.6,770$480K0.0%-16.2%0.007%
4/23/2024 James J. Burns & Company LLC3,209$225K0.1%-18.2%0.003%
4/23/2024 Global Retirement Partners LLC10,119$717K0.0%-18.6%0.010%
4/23/2024 Sage Mountain Advisors LLC5,854$415K0.0%+56.1%0.006%
4/23/2024 Venturi Wealth Management LLC13,749$975K0.1%-52.0%0.014%
4/23/2024 Gradient Investments LLC500$35K0.0%-27.4%0.001%
4/23/2024 Stablepoint Partners LLC5,348$379K0.1%+18.8%0.006%
4/23/2024 Strategic Blueprint LLC2,876$204K0.0%-36.3%0.003%
4/23/2024 Raymond James Financial Services Advisors Inc.329,093$23.33M0.0%-9.2%0.341%
4/22/2024 Raymond James & Associates132,135$9.37M0.0%-13.1%0.137%
4/19/2024 Arcus Capital Partners LLC10,241$726K0.2%-22.3%0.009%
4/19/2024 Brickley Wealth Management30,799$2.18M0.5%+2.2%0.027%
4/18/2024 Shira Ridge Wealth Management12,697$900K0.5%+2.1%0.011%
4/18/2024 Capital Advisors Ltd. LLC24,948$1.77M0.2%-22.0%0.022%
4/18/2024 Woodmont Investment Counsel LLC32,457$2.30M0.2%-3.0%0.029%
4/18/2024 Colton Groome Financial Advisors LLC3,046$216K0.1%-10.2%0.003%
4/18/2024 Congress Wealth Management LLC DE 43,596$3.09M0.1%-3.3%0.039%
4/18/2024 Miracle Mile Advisors LLC19,436$1.38M0.0%-21.6%0.017%
4/18/2024 RHS Financial LLC9,343$662K0.4%+34.9%0.008%
4/18/2024 MorganRosel Wealth Management LLC38,445$2.73M1.0%-5.8%0.034%
4/18/2024 SteelPeak Wealth LLC4,043$287K0.0%-19.4%0.004%
4/18/2024 Breakwater Capital Group19,697$1.40M0.4%-1.4%0.018%
4/17/2024 Fiduciary Alliance LLC3,537$249K0.0%-31.7%0.003%
4/17/2024 Physician Wealth Advisors Inc.52,999$3.60M0.8%-2.9%0.047%
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4/17/2024Baker Ellis Asset Management LLC15,500$1.10M0.2%-13.6%0.014%
4/16/2024 Trust Co. of Virginia VA51,756$3.67M0.4%+1.0%0.046%
4/16/2024 Courier Capital LLC7,690$545K0.0%-52.7%0.007%
4/16/2024 Wealth Enhancement Advisory Services LLC155,858$11.05M0.0%-59.4%0.139%
4/15/2024 Janiczek Wealth Management LLC182,937$12.97M2.8%+1.0%0.163%
4/15/2024 Peterson Wealth Advisors LLC23,774$1.69M0.4%-6.1%0.021%
4/15/2024 Aspiriant LLC142,127$10.07M0.4%-9.0%0.127%
4/15/2024 Brookstone Capital Management290,821$20.61M0.4%-4.8%0.259%
4/15/2024 Kingswood Wealth Advisors LLC7,654$543K0.1%-11.0%0.007%
4/15/2024 Sound Income Strategies LLC400$28K0.0%+113.9%0.000%
(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, 521 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 ($803.37M), Envestnet Asset Management Inc. ($359.95M), BlackRock Inc. ($334.57M), Mercer Global Advisors Inc. ADV ($228.17M), Morgan Stanley ($222.57M), and Jane Street Group LLC ($195.93M).Learn more on EFAV's institutional investors.

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

Of the 375 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: CFS Investment Advisory Services LLC ($5.92M), Jane Street Group LLC ($3.78M), FMR LLC ($3.68M), Balentine LLC ($2.33M), Envestnet Asset Management Inc. ($1.93M), Mercer Global Advisors Inc. ADV ($1.51M), and Wharton Business Group LLC ($760.62K).

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

Institutional investors have bought a total of 29,606,844 shares in the last 24 months. This purchase volume represents approximately $1.96B in transactions.

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

Of the 367 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 ($8.09M), CFS Investment Advisory Services LLC ($4.22M), Balentine LLC ($2.30M), Miracle Mile Advisors LLC ($646.55K), Raymond James Financial Services Advisors Inc. ($637.79K), Grayhawk Investment Strategies Inc. ($611.83K), and UBS Group AG ($537.00K).

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

Institutional investors have sold a total of 28,811,312 shares in the last 24 months. This volume of shares sold represents approximately $1.90B in transactions.


This page (BATS:EFAV) was last updated on 5/19/2024 by MarketBeat.com Staff

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