ISHARES MSCI EAFE MIN VOL FA (EFAV) Institutional Ownership Changes & 13F Activity
ISHARES MSCI EAFE MIN VOL FA (EFAV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Bank Of America Corp, Caisse De Depot Et Placement Du Quebec, Raymond James Financial Inc, and Tudor Investment Corp Et Al.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Anchor Investment Management, Llc | Buy | +2,676 | +4.0% | 70,045 | $6.14M | Q2 2026 | Sep 15, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -275 | -5.9% | 4,376 | $383.82K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +1,470 | +4.0% | 38,188 | $3.35M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +7 | +0.5% | 1,562 | $137.00K | Q2 2026 | Sep 04, 2026 |
| Corient Private Wealth Llc | Buy | +4,124 | +52.1% | 12,040 | $1.06M | Q2 2026 | Aug 27, 2026 |
| Rehmann Capital Advisory Group | Buy | +2,352 | +5.8% | 43,093 | $3.78M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -15,200 | -3.8% | 381,992 | $33.50M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +2,313 | — | 2,313 | $202.85K | Q2 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Buy | +1,700 | +20.0% | 10,219 | $896.31K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +2,184 | +8.6% | 27,494 | $2.41M | Q2 2026 | Aug 18, 2026 |
| Rakuten Investment Management, Inc. | Buy | +463 | +1.4% | 33,220 | $2.93M | Q2 2026 | Aug 18, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -3,423 | -8.5% | 36,835 | $3.23M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -661 | -1.6% | 39,508 | $3.46M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -8 | -0.1% | 13,098 | $1.15M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +7 | +0.6% | 1,132 | $99.00K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +575,586 | — | 575,586 | $50.48M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -279,643 | -7.1% | 3,650,415 | $320.18M | Q2 2026 | Aug 14, 2026 |
| Caisse De Depot Et Placement Du Quebec | Buy | +122,535 | — | 122,535 | $10.75M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +104,613 | +19.7% | 636,096 | $55.79M | Q2 2026 | Aug 14, 2026 |
| Tudor Investment Corp Et Al | Buy | +62,890 | — | 62,890 | $5.52M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -37,416 | -5.4% | 650,611 | $57.07M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +29,374 | — | 29,374 | $2.58M | Q2 2026 | Aug 14, 2026 |
| Magnolia Capital Advisors Llc | Sell | -27,210 | -64.6% | 14,912 | $1.31M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +25,786 | +12.4% | 233,033 | $20.45M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +24,567 | +17.0% | 169,268 | $14.83M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Sell | -22,289 | -71.2% | 9,008 | $791.00K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +19,849 | — | 19,849 | $1.74M | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +14,183 | — | 14,183 | $1.24M | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | Buy | +11,172 | +1.5% | 779,547 | $68.37M | Q2 2026 | Aug 14, 2026 |
| Sei Investments Co | Buy | +10,114 | +1.5% | 679,207 | $59.57M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about EFAV activity
Which institutional owners are buying EFAV?
Institutional owners buying EFAV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EFAV activity?
"Buy" means an investor increased their reported position in EFAV compared to the prior reporting period. This reflects growing exposure to ISHARES MSCI EAFE MIN VOL FA (EFAV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EFAV increasing?
Institutional interest in EFAV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.