Who Owns iShares EAFE Min Vol ETF (EFAV)? -- Institutional Holders (2026-06-30)
578 institutions reported holding $3.54B of iShares EAFE Min Vol ETF (EFAV) in SEC 13F filings for 2026-06-30. Largest institutional holders: FMR LLC ($641.7M), BANK OF AMERICA CORP /DE/ ($320.2M), BlackRock, Inc. ($320.1M), MORGAN STANLEY ($231.1M), Wharton Business Group, LLC ($146.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | FMR LLC | $641.7M | 7.3M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $320.2M | 3.7M | Trimmed |
| 3 | BlackRock, Inc. | $320.1M | 3.6M | Added |
| 4 | MORGAN STANLEY | $231.1M | 2.6M | Added |
| 5 | Wharton Business Group, LLC | $146.6M | 1.7M | Trimmed |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $96.4M | 1.1M | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $90.9M | 1.0M | Trimmed |
| 8 | LPL Financial LLC | $81.8M | 932,387 | Trimmed |
| 9 | Financial Engines Advisors L.L.C. | $68.4M | 779,547 | Added |
| 10 | SECURIAN ASSET MANAGEMENT, INC | $64.0M | 702,769 | Hold |
| 11 | UBS Group AG | $59.9M | 683,106 | Trimmed |
| 12 | SEI INVESTMENTS CO | $59.6M | 679,207 | Added |
| 13 | WELLS FARGO & COMPANY/MN | $57.1M | 650,611 | Trimmed |
| 14 | RAYMOND JAMES FINANCIAL INC | $55.8M | 636,096 | Added |
| 15 | AMERIPRISE FINANCIAL INC | $50.5M | 575,586 | Trimmed |
| 16 | Royal Bank of Canada | $42.8M | 487,681 | Trimmed |
| 17 | Cambridge Investment Research Advisors, Inc. | $38.5M | 439,002 | Added |
| 18 | ASSETMARK, INC | $37.2M | 424,169 | Added |
| 19 | MERCER GLOBAL ADVISORS INC /ADV | $33.5M | 381,992 | Trimmed |
| 20 | Summit Financial, LLC | $33.0M | 376,075 | Added |
| 21 | Amundi | $32.9M | 375,150 | Added |
| 22 | Creative Planning | $32.7M | 373,286 | Trimmed |
| 23 | Cetera Investment Advisers | $31.9M | 363,824 | Added |
| 24 | ALLIANCEBERNSTEIN L.P. | $29.3M | 320,615 | Added |
| 25 | Facet Wealth, Inc. | $26.8M | 305,572 | Added |
Source: SEC Form 13F filings · as of 2026-06-30