ISHARES MSCI EAFE MIN VOL FA (EFAV) Top Institutional Shareholders

ISHARES MSCI EAFE MIN VOL FA (EFAV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $3.60B in EFAV holdings during the latest filing period.

Fmr Llc is currently the largest disclosed institutional shareholder of EFAV tracked by InsiderSet, reporting ownership valued at approximately $697.33M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $668.63M, representing an estimated loss of -4.12% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed EFAV value among the investors covered in this analysis. Major shareholders include Fmr Llc, Bank Of America Corp, Blackrock, Inc., and several other long-term asset managers with concentrated positions in ISHARES MSCI EAFE MIN VOL FA (EFAV).

This page ranks the largest institutional EFAV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

531

Total Reported Value

$3.60B

Largest Holder

Fmr Llc

Largest Position

$697.33M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

45

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Fmr Llc0.04%7,631,939$697,330,273$668,634,176-$28,696,097-4.12%
Bank Of America Corp0.03%3,930,058$359,089,403$344,312,381-$14,777,022-4.12%
Blackrock, Inc.0.01%3,574,268$326,580,890$313,141,619-$13,439,271-4.12%
Morgan Stanley0.01%2,473,399$225,994,538$216,694,486-$9,300,052-4.12%
Wharton Business Group, Llc5.92%1,713,828$156,592,023$150,148,471-$6,443,552-4.11%
Northwestern Mutual Wealth Management Co0.07%1,195,141$109,199,984$104,706,303-$4,493,681-4.12%
Envestnet Asset Management Inc0.03%1,037,443$94,791,168$90,890,381-$3,900,787-4.12%
Lpl Financial Llc0.02%948,326$86,648,511$83,082,841-$3,565,670-4.12%
Financial Engines Advisors L.L.C.0.14%768,375$70,206,424$67,317,334-$2,889,090-4.12%
Securian Asset Management, Inc2.54%702,769$64,212,004$61,569,592-$2,642,412-4.12%
Wells Fargo & Company/Mn0.01%688,027$62,865,047$60,278,045-$2,587,002-4.12%
Ubs Group Ag0.01%685,031$62,591,282$60,015,566-$2,575,716-4.12%
Ameriprise Financial Inc0.01%672,215$61,435,980$58,892,756-$2,543,224-4.14%
Sei Investments Co0.06%669,093$61,136,050$58,619,238-$2,516,812-4.12%
Raymond James Financial Inc0.02%531,483$48,561,567$46,563,226-$1,998,341-4.12%
Royal Bank Of Canada0.01%493,576$45,098,000$43,242,193-$1,855,807-4.12%
Assetmark, Inc0.08%420,714$38,440,637$36,858,754-$1,581,883-4.12%
Creative Planning0.02%400,990$36,638,417$35,130,734-$1,507,683-4.12%
Mercer Global Advisors Inc0.05%397,192$36,291,468$34,797,991-$1,493,477-4.12%
Summit Financial, Llc0.44%374,321$34,201,752$32,794,263-$1,407,489-4.12%
Cetera Investment Advisers0.03%356,879$32,608,076$31,266,169-$1,341,907-4.12%
Amundi0.01%350,799$32,052,505$30,733,500-$1,319,005-4.12%
Facet Wealth, Inc.0.48%301,092$27,510,782$26,378,670-$1,132,112-4.12%
Commonwealth Equity Services, Llc0.04%295,823$27,029,309$25,917,053-$1,112,256-4.11%
Alliancebernstein L.P.0.01%313,052$27,000,735$27,426,486+$425,751+1.58%
Brookstone Capital Management0.24%225,983$20,648,096$19,798,371-$849,725-4.12%
Armbruster Capital Management, Inc.3.32%221,426$20,231,694$19,399,132-$832,562-4.12%
Geneos Wealth Management Inc.0.45%213,922$19,546,067$18,741,706-$804,361-4.12%
Jones Financial Companies Lllp0.01%207,247$18,403,802$18,156,910-$246,892-1.34%
Portfolio Design Labs, Llc2.83%174,466$15,940,959$15,284,966-$655,993-4.12%
Mariner, Llc0.02%158,276$14,461,619$13,866,560-$595,059-4.11%
Mml Investors Services, Llc0.04%155,175$14,178,329$13,594,882-$583,447-4.12%
Ledyard National Bank1.20%152,033$13,891,255$13,319,611-$571,644-4.12%
Anderson Hoagland & Co1.16%147,807$13,505,126$12,949,371-$555,755-4.12%
Osaic Holdings, Inc.0.02%144,701$13,200,196$12,677,255-$522,941-3.96%
Symmetry Partners, Llc0.73%140,522$12,839,514$12,311,132-$528,382-4.12%
Horizon Investments, Llc0.14%132,656$12,120,779$11,621,992-$498,787-4.12%
Merit Financial Group, Llc0.09%129,395$11,822,746$11,336,296-$486,450-4.11%
Truist Financial Corp0.02%127,769$11,674,292$11,193,842-$480,450-4.12%
Ascent Group, Llc0.40%127,199$11,622,211$11,143,904-$478,307-4.12%
Provise Management Group, Llc0.79%120,355$10,996,831$10,544,302-$452,529-4.12%
Principal Securities, Inc.0.15%115,595$10,561,921$10,127,278-$434,643-4.12%
Fifth Third Bancorp0.02%111,122$10,153,256$9,735,398-$417,858-4.12%
Magnus Financial Group Llc0.82%110,266$10,075,025$9,660,404-$414,621-4.12%
Captrust Financial Advisors0.02%104,726$9,568,840$9,175,045-$393,795-4.12%
Baird Financial Group, Inc.0.01%102,020$9,321,567$8,937,972-$383,595-4.12%
Trustmark Bank Trust Department0.55%92,883$8,486,720$8,137,480-$349,240-4.12%
Choreo, Llc0.10%92,207$8,424,956$8,078,255-$346,701-4.12%
Stifel Financial Corp0.01%85,081$7,773,729$7,453,946-$319,783-4.11%
Asset Management Group, Inc.1.25%84,284$7,701,028$7,384,121-$316,907-4.12%

Frequently asked questions about EFAV

  • Who owns the most EFAV stock?

    The largest holders of EFAV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MSCI EAFE MIN VOL FA (EFAV).

  • Is EFAV widely held by superinvestors?

    Many widely followed stocks like EFAV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EFAV is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.