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iShares MSCI EAFE Value ETF (EFV) Institutional Ownership

iShares MSCI EAFE Value ETF logo
$68.36 +16.10 (+30.80%)
Closing price 10/23/2025 03:59 PM Eastern
Extended Trading
$68.36 +0.00 (+0.01%)
As of 10/23/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE Value ETF (BATS:EFV)

Number of
Institutional Buyers
(last 12 months)
836
Total
Institutional Inflows
(last 12 months)
$8.57B
Number of
Institutional Sellers
(last 12 months)
587
Total
Institutional Outflows
(last 12 months)
$3.57B
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EFV Institutional Buying and Selling by Quarter

iShares MSCI EAFE Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/23/2025Sound Financial Strategies Group LLC11,975$812K0.6%+2.0%0.003%
10/23/2025Evolution Wealth Management Inc.11,303$767K0.8%+78.6%0.003%
10/23/2025Oak Family Advisors LLC3,145$213K0.1%N/A0.001%
10/23/2025Kingswood Wealth Advisors LLC30,247$2.05M0.1%+5.9%0.007%
10/23/2025Venturi Wealth Management LLC32,013$2.17M0.1%+12.4%0.008%
10/23/2025Benjamin Edwards Inc.32,569$2.21M0.0%-22.1%0.008%
10/23/2025United Asset Strategies Inc.76,538$5.19M0.4%-1.6%0.019%
10/23/2025ShoreHaven Wealth Partners LLC111,449$7.56M2.8%-33.5%0.027%
10/23/2025Spire Wealth Management123,109$8.35M0.3%+0.6%0.030%
10/23/2025Strategic Blueprint LLC394,499$26.76M1.2%-3.0%0.096%
10/23/2025Etesian Wealth Advisors Inc.9,345$634K0.2%+112.9%0.002%
10/23/2025Park Avenue Securities LLC6,423,874$435.73M3.4%-11.1%1.567%
10/22/2025 MassMutual Private Wealth & Trust FSB6,693$454K0.0%-7.6%0.002%
10/22/2025 CoreCap Advisors LLC116,851$7.93M0.3%-6.2%0.029%
10/22/2025 North Star Investment Management Corp.111,714$7.58M0.5%+1.9%0.027%
10/22/2025 BCS Wealth Management7,927$538K0.1%-13.3%0.002%
10/22/2025 Kathmere Capital Management LLC107,874$7.32M0.5%-2.2%0.026%
10/22/2025 Gladstone Institutional Advisory LLC4,670$317K0.0%-13.7%0.001%
10/22/2025 Greenleaf Trust258,820$17.56M0.2%-6.7%0.063%
10/22/2025 Geneos Wealth Management Inc.69,705$4.73M0.1%+1.6%0.017%
10/22/2025 Keystone Wealth Services LLC8,549$580K0.1%+27.8%0.002%
10/22/2025 Financial Perspectives Inc9,871$670K0.2%+7.7%0.002%
10/22/2025 Capital Advantage Inc.113,079$7.67M1.2%-0.4%0.028%
10/22/2025 D.A. Davidson & CO.13,791$935K0.0%-2.6%0.003%
10/22/2025 Sofi Wealth LLC1,041,979$70.68M3.8%+6.8%0.254%
10/22/2025 Summit Financial Strategies Inc.42,259$2.87M0.2%-5.2%0.010%
10/22/2025 Ifrah Financial Services Inc.44,204$3.00M0.8%-0.6%0.011%
10/22/2025 Commonwealth Equity Services LLC1,891,740$128.32M0.2%+1.1%0.461%
10/22/2025 Semus Wealth Partners LLC16,406$1.11M0.6%-7.7%0.004%
10/22/2025 Endeavor Private Wealth Inc.122,524$8.31M2.6%+1.6%0.030%
10/21/2025 Fifth Third Wealth Advisors LLC16,382$1.11M0.0%+114.4%0.004%
10/21/2025 Fountainhead AM LLC369,146$25.04M3.3%+5.0%0.090%
10/21/2025 Pettinga Financial Advisors LLC213,691$14.50M2.8%-35.7%0.052%
10/21/2025 Western Financial Corp CA4,569$310K0.1%-11.1%0.001%
10/21/2025 Global Retirement Partners LLC179,518$12.18M0.3%-6.2%0.044%
10/21/2025 SigFig Wealth Management LLC126,335$8.54M0.3%-17.0%0.031%
10/21/2025 Synergy Asset Management LLC3,812$259K0.0%N/A0.001%
10/21/2025 Commonwealth Financial Services LLC3,284$223K0.0%N/A0.001%
10/21/2025 Noble Family Wealth LLC75,521$5.12M1.1%+7.6%0.018%
10/21/2025 Lifelong Wealth Advisors Inc.116,084$7.87M2.3%+7.3%0.028%
10/21/2025 MN Wealth Advisors LLC13,203$896K0.5%-26.8%0.003%
10/21/2025 Brave Asset Management Inc.696,832$47.26M11.4%+2.6%0.170%
10/21/2025 Townsend & Associates Inc511,855$34.86M3.3%-10.3%0.125%
10/21/2025 Unique Wealth LLC167,919$11.39M1.7%+20.1%0.041%
10/21/2025 Altfest L J & Co. Inc.9,683$657K0.1%-71.6%0.002%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors44,705$3.03M0.2%N/A0.011%
10/21/2025 SOA Wealth Advisors LLC.2,650$180K0.0%-28.8%0.001%
10/21/2025 Watershed Private Wealth LLC207,942$14.11M4.5%-8.1%0.051%
10/21/2025 Riverbend Wealth Management LLC17,292$1.17M0.8%+2.6%0.004%
10/21/2025 SteelPeak Wealth LLC421,286$28.58M1.0%-18.7%0.103%
10/21/2025 Discipline Wealth Solutions LLC26,559$1.80M0.5%+39.1%0.006%
10/21/2025 PUREfi Wealth LLC13,227$897K0.7%-10.1%0.003%
10/21/2025 Global Financial Private Client LLC4,505$306K0.1%-16.0%0.001%
10/21/2025 Golden State Equity Partners4,278$290K0.0%-3.5%0.001%
10/21/2025 My Personal CFO LLC22,972$1.56M0.6%N/A0.006%
10/21/2025 Mather Group LLC.28,023$1.90M0.0%-8.7%0.007%
10/20/2025 Northwest Capital Management Inc64,239$4.36M4.6%-30.5%0.016%
10/20/2025 HighMark Wealth Management LLC222,241$15.12M6.7%-4.4%0.054%
10/20/2025 Quest 10 Wealth Builders Inc.16,062$1.09M1.0%+7.3%0.004%
10/20/2025 Accurate Wealth Management LLC11,183$756K0.1%-2.3%0.003%
10/20/2025 Miracle Mile Advisors LLC1,880,415$127.55M1.9%+0.8%0.459%
10/20/2025 Allspring Global Investments Holdings LLC420,985$28.56M0.0%-2.8%0.103%
10/20/2025 JB Capital LLC1,802,627$122.27M5.3%-18.6%0.440%
10/20/2025 Mainstream Capital Management LLC21,009$1.43M0.9%-2.1%0.005%
10/20/2025 Shum Financial Group Inc.142,060$9.64M7.2%N/A0.035%
10/20/2025 Merit Financial Group LLC2,286,467$155.09M1.4%+33.7%0.558%
10/20/2025 TBH Global Asset Management LLC3,959$269K0.1%N/A0.001%
10/20/2025 Sax Wealth Advisors LLC55,243$3.75M0.2%-1.4%0.013%
10/20/2025 Ascent Group LLC492,034$33.38M1.2%-14.7%0.120%
10/20/2025 American Financial & Tax Strategies Inc.32,971$2.24M1.1%-2.9%0.008%
10/20/2025 LVW Advisors LLC4,086$277K0.0%-81.5%0.001%
10/20/2025 Aurelius Family Office LLC11,426$775K0.3%-7.2%0.003%
10/20/2025 Warner Financial Inc.44,765$3.04M1.1%+1.7%0.011%
10/20/2025 Continuum Advisory LLC8,073$548K0.1%-2.7%0.002%
10/20/2025 LifeWealth Investments LLC135,102$9.16M2.6%+6.3%0.033%
10/20/2025 Wealth Quarterback LLC41,590$2.82M1.1%+6.0%0.010%
10/20/2025 Pure Financial Advisors LLC10,070$683K0.0%+11.2%0.002%
10/20/2025 Tripletail Wealth Management LLC508$35K0.0%N/A0.000%
10/17/2025 Austin Private Wealth LLC720,155$48.85M3.7%-32.4%0.176%
10/17/2025 FFG Retirement Advisors LLC82,898$5.62M3.5%+17.2%0.020%
10/17/2025 FLC Capital Advisors2,984$202K0.0%N/A0.001%
10/17/2025 5T Wealth LLC83,367$5.66M2.5%-3.3%0.020%
10/17/2025 Maryland Capital Advisors Inc.76,995$5.22M1.9%-4.3%0.019%
10/17/2025 FSC Wealth Advisors LLC28,171$1.91M1.1%+19.6%0.007%
10/17/2025 Clune & Associates LTD.16,513$1.12M0.3%+1.4%0.004%
10/17/2025 Perigon Wealth Management LLC364,758$24.74M0.5%+14.3%0.089%
10/17/2025 Client 1ST Advisory Group LLC130,925$8.88M2.9%+11.7%0.032%
10/17/2025 Sowell Financial Services LLC38,508$2.61M0.1%-8.2%0.009%
10/17/2025 Great Oak Capital Partners LLC4,995$339K0.1%N/A0.001%
10/17/2025 Ehrlich Financial Group70,564$4.79M2.8%+6.6%0.017%
10/17/2025 Sovereign Financial Group Inc.30,161$2.05M0.4%+15.9%0.007%
10/17/2025 Mayflower Financial Advisors LLC128,667$8.73M0.9%-19.2%0.031%
10/17/2025 Apella Capital LLC132,225$9.00M0.2%-6.3%0.032%
10/17/2025 Apollon Wealth Management LLC196,067$13.30M0.2%+52.9%0.048%
10/16/2025 180 Wealth Advisors LLC77,907$5.28M0.6%-1.4%0.019%
10/16/2025 Columbus Macro LLC31,588$2.14M0.2%+0.7%0.008%
10/16/2025 Lockerman Financial Group Inc.5,067$344K0.4%-13.4%0.001%
10/16/2025 Syntegra Private Wealth Group LLC6,799$461K0.0%-11.7%0.002%
10/16/2025 Blue Trust Inc.235,179$15.95M0.2%-30.0%0.057%
10/16/2025 Horst & Graben Wealth Management LLC369,213$25.04M3.8%-15.1%0.090%
(Data available from 1/1/2016 forward)

EFV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EFV shares?

During the previous two years, 1,142 institutional investors and hedge funds held shares of iShares MSCI EAFE Value ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($4.45B), FMR LLC ($1.09B), JPMorgan Chase & Co. ($1.00B), LPL Financial LLC ($887.52M), US Bancorp DE ($864.25M), Bank of America Corp DE ($616.99M), and Jones Financial Companies Lllp ($583.84M).Learn more on iShares MSCI EAFE Value ETF's institutional investors.

Which institutional investors have been buying iShares MSCI EAFE Value ETF's stock?

Of the 1,012 institutional investors that purchased iShares MSCI EAFE Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($36.93M), JPMorgan Chase & Co. ($34.90M), LPL Financial LLC ($13.64M), Envestnet Portfolio Solutions Inc. ($11.84M), Jane Street Group LLC ($9.91M), Park Avenue Securities LLC ($7.14M), and CWM LLC ($4.95M).

How much institutional buying is happening at iShares MSCI EAFE Value ETF?

Institutional investors have bought a total of 144,809,654 shares in the last 24 months. This purchase volume represents approximately $8.57B in transactions.

Which of iShares MSCI EAFE Value ETF's major shareholders have been selling company stock?

Of the 587 institutional investors that sold iShares MSCI EAFE Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($11.28M), Jones Financial Companies Lllp ($8.00M), Auto Owners Insurance Co ($3.59M), Envestnet Portfolio Solutions Inc. ($3.21M), LPL Financial LLC ($2.14M), JPMorgan Chase & Co. ($2.03M), and Park Avenue Securities LLC ($1.95M).

How much institutional selling is happening at iShares MSCI EAFE Value ETF?

Institutional investors have sold a total of 60,495,030 shares in the last 24 months. This volume of shares sold represents approximately $3.57B in transactions.


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This page (BATS:EFV) was last updated on 10/24/2025 by MarketBeat.com Staff
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