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

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
EFAV
Shares outstanding
65,349,552
Price per share
$87.63
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
24,423,315
Total reported value
$2,107,548,289
% of total 13F portfolios
0.01%
Share change
-628,237
Value change
-$53,955,704
Number of holders
447
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares MSCI EAFE Min Vol Factor ETF - COMMON STOCK (EFAV) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 14% -9.3% $757,171,277 -$11,960,186 9,018,238 -1.6% FMR LLC 30 Jun 2025
BlackRock, Inc. 2.1% $103,948,595 1,271,076 BlackRock, Inc. 31 Mar 2025

As of 31 Dec 2025, 447 institutional investors reported holding 24,423,315 shares of iShares MSCI EAFE Min Vol Factor ETF - COMMON STOCK (EFAV). This represents 37% of the company’s total 65,349,552 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iShares MSCI EAFE Min Vol Factor ETF - COMMON STOCK (EFAV) together control 28% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 6.1% 4,005,188 -8.8% 0.01% $345,447,445
MORGAN STANLEY 3.5% 2,310,102 +9% 0.01% $199,246,415
Wharton Business Group, LLC 2.7% 1,761,493 -0.29% 5.8% $151,929,000
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1.8% 1,155,527 -3% 0.06% $99,664,220
ENVESTNET ASSET MANAGEMENT INC 1.5% 968,946 -6.9% 0.02% $83,571,571
LPL Financial LLC 1.4% 897,574 -8.9% 0.02% $77,415,752
SECURIAN ASSET MANAGEMENT, INC 1.2% 799,769 -1.9% 2.6% $68,980,076
Financial Engines Advisors L.L.C. 1.2% 797,202 -1.9% 0.13% $68,758,673
WELLS FARGO & COMPANY/MN 1.1% 704,406 -7.2% 0.01% $60,755,120
SEI INVESTMENTS CO 1% 667,769 +5.3% 0.06% $57,602,798
UBS Group AG 0.97% 635,068 -11% 0.01% $54,774,615
Cambridge Investment Research Advisors, Inc. 0.66% 431,027 +1.4% 0.1% $37,176,000
ASSETMARK, INC 0.66% 429,784 -17% 0.08% $37,068,880
Summit Financial, LLC 0.57% 371,659 +2.7% 0.47% $32,055,631
COMMONWEALTH EQUITY SERVICES, LLC 0.47% 306,622 -5.2% 0.04% $26,446,189
Facet Wealth, Inc. 0.46% 300,240 +5.7% 0.47% $26,685,337
JANE STREET GROUP, LLC 0.43% 281,552 -13% 0.03% $24,283,860
Vestcor Inc 0.35% 230,175 +452% 0.57% $19,853,000
Armbruster Capital Management, Inc. 0.34% 219,293 +1.1% 3.2% $18,914,021
Brookstone Capital Management 0.33% 218,547 -8.4% 0.22% $18,849,655
MML INVESTORS SERVICES, LLC 0.29% 190,982 +9.6% 0.04% $16,472,235
Lester Murray Antman dba SimplyRich 0.29% 190,855 +0.4% 4.3% $16,461,000
Portfolio Design Labs, LLC 0.27% 176,157 -5.5% 2.5% $15,193,542
FLOW TRADERS U.S. LLC 0.25% 166,269 0.47% $14,341,000
Mariner, LLC 0.23% 151,521 -3.6% 0.02% $13,068,666

Institutional Holders of iShares MSCI EAFE Min Vol Factor ETF - COMMON STOCK (EFAV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 24,423,315 $2,107,548,289 -$53,955,704 $86.25 447
2025 Q3 42,536,074 $3,608,299,081 -$191,791,510 $84.83 512
2025 Q2 44,912,106 $3,774,014,232 +$251,413,434 $84.06 513
2025 Q1 41,980,807 $3,269,882,526 -$1,562,606,485 $77.92 480
2024 Q4 61,946,433 $4,381,650,194 -$205,973,207 $70.71 472
2024 Q3 64,796,635 $4,967,845,120 -$694,209,253 $76.70 474
2024 Q2 74,267,631 $5,153,204,387 -$448,187,081 $69.36 464
2024 Q1 80,734,335 $5,723,467,867 -$547,693,669 $70.88 462
2023 Q4 88,515,286 $6,138,124,771 -$303,851,578 $69.34 482
2023 Q3 92,724,464 $6,047,363,038 +$301,999,463 $65.22 468
2023 Q2 88,466,291 $5,970,743,087 +$2,508,531 $67.50 468
2023 Q1 88,160,183 $5,966,611,064 -$255,861,750 $67.65 467
2022 Q4 92,518,475 $5,886,660,041 -$88,593,935 $63.58 475
2022 Q3 93,422,578 $5,329,402,960 +$1,793,530,981 $57.01 456
2022 Q2 61,760,138 $3,912,292,370 -$232,597,694 $63.31 511
2022 Q1 65,368,210 $4,709,464,507 -$593,517,467 $72.14 538
2021 Q4 73,665,012 $5,648,881,144 -$60,584,670 $76.77 573
2021 Q3 74,014,118 $5,578,011,350 -$104,074,410 $75.34 529
2021 Q2 75,820,578 $5,729,010,880 -$650,121,899 $75.54 528
2021 Q1 84,837,078 $6,194,590,081 -$780,549,449 $72.99 560
2020 Q4 95,525,832 $7,014,090,669 -$526,244,103 $73.41 582
2020 Q3 101,495,660 $6,916,775,491 +$27,543,127 $68.13 515
2020 Q2 100,790,970 $6,659,001,967 -$365,035,620 $66.06 514
2020 Q1 106,419,973 $6,597,240,248 -$386,108,064 $62.05 541
2019 Q4 112,209,588 $8,363,688,603 +$660,356,694 $74.54 556
2019 Q3 100,902,371 $7,395,153,746 +$429,954,102 $73.28 451
2019 Q2 94,345,338 $6,853,579,822 -$62,675,980 $72.64 432
2019 Q1 95,089,644 $6,845,590,274 +$444,258,157 $72.00 423
2018 Q4 89,227,750 $5,952,956,728 +$1,056,159,687 $66.66 408
2018 Q3 70,816,617 $5,153,522,167 +$259,384,969 $72.81 343
2018 Q2 67,532,443 $4,806,851,695 +$304,945,458 $71.14 340
2018 Q1 64,960,440 $4,785,371,508 +$43,596,879 $73.69 332
2017 Q4 64,368,436 $4,697,056,712 +$157,889,797 $72.98 316
2017 Q3 59,330,803 $4,215,769,044 +$158,133,923 $71.06 256
2017 Q2 57,119,169 $3,953,502,772 +$259,566,561 $69.24 256
2017 Q1 53,029,602 $3,500,650,738 -$59,347,518 $66.00 234
2016 Q4 56,275,091 $3,449,073,838 -$1,216,925,869 $61.22 247
2016 Q3 75,292,344 $5,090,808,909 +$225,243,778 $67.64 248
2016 Q2 71,932,675 $4,775,012,347 +$770,269,127 $66.39 232
2016 Q1 59,884,188 $3,976,672,571 +$1,006,319,094 $66.44 217
2015 Q4 44,904,200 $2,911,710,419 +$1,035,689,184 $64.87 197
2015 Q3 27,729,472 $1,730,527,699 +$285,627,223 $62.39 156
2015 Q2 23,047,898 $1,505,526,842 +$271,235,280 $65.29 136
2015 Q1 19,108,898 $1,259,960,932 +$422,538,075 $65.89 129
2014 Q4 12,748,229 $786,965,192 +$97,141,696 $61.70 110
2014 Q3 10,360,554 $649,250,240 -$98,412,371 $62.63 93
2014 Q2 11,922,631 $779,195,007 +$111,903,045 $65.38 92
2014 Q1 10,144,754 $636,373,124 +$80,183,633 $62.76 77