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iShares MSCI EAFE Value ETF (EFV) Institutional Ownership

iShares MSCI EAFE Value ETF logo
$63.06 +10.80 (+20.66%)
As of 02:42 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE Value ETF (BATS:EFV)

Number of
Institutional Buyers
(last 12 months)
744
Total
Institutional Inflows
(last 12 months)
$5.38B
Number of
Institutional Sellers
(last 12 months)
576
Total
Institutional Outflows
(last 12 months)
$4.52B
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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
6/18/2025 Voya Investment Management LLC250,070$14.74M0.0%+4.3%0.062%
6/3/2025 Invst LLC146,515$8.64M1.2%-56.6%0.042%
6/2/2025 Modern Wealth Management LLC70,593$4.16M0.1%+7.4%0.020%
5/29/2025 Apeiron RIA LLC155,908$9.19M2.8%+16.8%0.045%
5/28/2025 Jones Financial Companies Lllp9,822,559$583.84M0.5%-22.0%2.829%
5/28/2025 Intrua Financial LLC55,236$3.26M0.5%-11.5%0.016%
5/28/2025 Addison Capital Co32,931$1.94M0.8%+25.8%0.009%
5/22/2025 Kilter Group LLC156,738$9.24M6.0%-26.5%0.045%
5/21/2025 McAdam LLC4,474$264K0.0%-62.3%0.001%
5/20/2025 Belpointe Asset Management LLC5,704$335K0.0%+6.6%0.002%
5/20/2025 Fortis Capital Advisors LLC5,528$326K0.1%+6.8%0.002%
5/20/2025 Focus Partners Wealth1,034,812$60.99M0.2%-2.8%0.298%
5/20/2025 Integrity Alliance LLC.517,580$30.51M1.2%+19.9%0.149%
5/19/2025 Advisory Alpha LLC46,751$2.76M0.1%+2.9%0.013%
5/19/2025 Client 1ST Advisory Group LLC114,058$6.72M2.6%+5.1%0.033%
5/19/2025 SCS Capital Management LLC22,068$1.30M0.0%-90.4%0.006%
5/16/2025 Semmax Financial Advisors Inc.13,942$861K0.2%-24.5%0.004%
5/16/2025 Logan Capital Management Inc.2,286$135K0.0%+9.6%0.001%
5/16/2025 Ascent Group LLC80,570$4.75M0.2%+185.3%0.023%
5/16/2025 Arete Wealth Advisors LLC306,220$18.05M1.3%+2.7%0.089%
5/16/2025 Signature Estate & Investment Advisors LLC9,605$566K0.0%-6.8%0.003%
5/16/2025 Hamilton Capital LLC3,351,626$197.55M12.0%N/A0.977%
5/16/2025 Ashton Thomas Private Wealth LLC63,961$3.77M0.1%-16.0%0.019%
5/16/2025 Goldman Sachs Group Inc.456,241$26.89M0.0%-17.5%0.133%
5/16/2025 Cape Investment Advisory Inc.4,450$262K0.1%-19.9%0.001%
5/16/2025 Jones Financial Companies Lllp9,427,199$560.12M0.5%-25.2%2.747%
5/16/2025 Pinnacle Family Advisors LLC9,677$570K0.3%-12.0%0.003%
5/16/2025 Plancorp LLC270,696$15.96M0.6%-9.1%0.079%
5/16/2025 NewEdge Advisors LLC1,652,140$97.38M0.6%-23.0%0.481%
5/16/2025 Integrated Wealth Concepts LLC319,011$18.80M0.2%-18.9%0.093%
5/16/2025 Clark Capital Management Group Inc.63,490$3.74M0.0%N/A0.018%
5/16/2025 Clifford Group LLC86,927$5.12M4.8%+13.4%0.025%
5/16/2025 Concorde Asset Management LLC27,791$1.56M0.8%-12.2%0.008%
5/16/2025 Copperleaf Capital LLC49,592$2.92M1.7%-22.7%0.014%
5/16/2025 Alliancebernstein L.P.5,063,245$298.43M0.1%-12.4%1.475%
5/16/2025 AQR Capital Management LLC274,579$16.18M0.0%+1,205.6%0.080%
5/16/2025 AlTi Global Inc.9,958$587K0.0%+5.5%0.003%
5/16/2025 Ancora Advisors LLC115,898$6.83M0.2%+27.9%0.034%
5/16/2025 Aprio Wealth Management LLC25,934$1.53M0.2%+62.1%0.008%
5/15/2025 EP Wealth Advisors LLC505,497$29.79M0.2%-11.1%0.147%
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5/15/2025 Focus Partners Advisor Solutions LLC369,043$21.75M0.3%-1.2%0.108%
5/15/2025 One Wealth Capital Management LLC88,823$5.24M2.8%-6.3%0.026%
5/15/2025 Flputnam Investment Management Co.8,082$476K0.0%+32.1%0.002%
5/15/2025 Royal Bank of Canada1,819,047$107.22M0.0%+22.5%0.530%
5/15/2025 Betterment LLC16,159$952K0.0%+4.2%0.005%
5/15/2025 MAI Capital Management7,925$467K0.0%+67.0%0.002%
5/15/2025 Baird Financial Group Inc.2,579,401$152.03M0.3%+1.3%0.752%
5/15/2025 Pinnacle Wealth Planning Services Inc.151,641$8.94M1.3%+5.6%0.044%
5/15/2025 OLD Mission Capital LLC1,576,729$92.93M1.2%N/A0.459%
5/15/2025 GKV Capital Management Co. Inc.47,256$2.79M0.9%N/A0.014%
5/15/2025 Vermillion & White Wealth Management Group LLC8,872$523K0.4%-49.1%0.003%
5/15/2025 Oarsman Capital Inc.3,579$211K0.0%+30.6%0.001%
5/14/2025 Triad Wealth Partners LLC144,057$8.49M2.6%+2.1%0.042%
5/14/2025 CreativeOne Wealth LLC426,207$25.12M0.8%-23.5%0.124%
5/14/2025 Quadcap Wealth Management LLC18,318$1.08M0.2%-12.9%0.005%
5/14/2025 Redwood Investment Management LLC47,744$2.81M0.3%+5.9%0.014%
5/14/2025 Per Stirling Capital Management LLC.16,210$955K0.1%+113.3%0.005%
5/14/2025 Samalin Investment Counsel LLC9,103$537K0.2%-10.1%0.003%
5/14/2025 WCG Wealth Advisors LLC103,260$6.09M0.5%-26.7%0.030%
5/14/2025 Hill Investment Group Partners LLC8,443$498K0.1%-6.2%0.002%
5/14/2025 CSM Advisors LLC126,485$7.45M0.4%-0.9%0.037%
5/14/2025 FWG Investments LLC.25,515$1.50M1.8%+4.7%0.007%
5/14/2025 Comerica Bank154,139$9.09M0.0%-16.0%0.045%
5/14/2025 Freedom Investment Management Inc.12,194$719K0.1%+72.3%0.004%
5/14/2025 RPg Family Wealth Advisory LLC27,830$1.64M0.5%N/A0.008%
5/14/2025 Smartleaf Asset Management LLC9,225$549K0.1%+142.1%0.003%
5/14/2025 Northwestern Mutual Wealth Management Co.1,172,458$69.11M0.1%-3.3%0.342%
5/14/2025 Sax Wealth Advisors LLC44,953$2.65M0.2%-8.3%0.013%
5/14/2025 Van Hulzen Asset Management LLC145,156$8.56M0.8%-2.8%0.042%
5/14/2025 Kestra Advisory Services LLC333,897$19.68M0.1%-28.7%0.097%
5/14/2025 Compound Planning Inc.31,258$1.84M0.1%-2.1%0.009%
5/14/2025 Barnes Wealth Management Group Inc47,013$2.77M1.8%-24.5%0.014%
5/14/2025 Ameriprise Financial Inc.4,043,652$238.48M0.1%-1.1%1.178%
5/14/2025 CW Advisors LLC21,259$1.25M0.0%N/A0.006%
5/14/2025 United Asset Strategies Inc.79,151$4.67M0.4%+106.3%0.023%
5/14/2025 Flow Traders U.S. LLC3,239,920$190.96M8.1%N/A0.944%
5/14/2025 Partners Capital Investment Group LLP12,647$745K0.0%+100.0%0.004%
5/14/2025 Elevate Wealth Advisory Inc.82,579$4.87M3.4%-1.2%0.024%
5/14/2025 Dorsey & Whitney Trust CO LLC94,137$5.55M0.3%-3.1%0.027%
5/14/2025 Capital Analysts LLC95,824$5.65M0.2%-16.6%0.028%
5/14/2025 Tradition Wealth Management LLC75,675$4.46M0.4%-15.5%0.022%
5/14/2025 Vertex Planning Partners LLC101,512$5.98M1.3%+130.6%0.030%
5/14/2025 JT Stratford LLC10,297$607K0.1%-9.5%0.003%
5/14/2025 Hsbc Holdings PLC40,327$2.38M0.0%+29.7%0.012%
5/14/2025 RWA Wealth Partners LLC77,016$4.54M0.1%N/A0.022%
5/13/2025 Aptus Capital Advisors LLC181,655$10.71M0.1%+1.0%0.053%
5/13/2025 Mill Creek Capital Advisors LLC60,845$3.59M0.1%-7.7%0.018%
5/13/2025 Freestone Capital Holdings LLC5,443$321K0.0%-12.1%0.002%
5/13/2025 Steward Partners Investment Advisory LLC194,563$11.47M0.1%-19.0%0.057%
5/13/2025 Raymond James Financial Inc.1,430,561$84.32M0.0%-20.4%0.417%
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5/13/2025 Cresset Asset Management LLC22,807$1.34M0.0%-1.7%0.007%
5/13/2025 Twin Focus Capital Partners LLC4,100$242K0.0%N/A0.001%
5/13/2025 Gen Wealth Partners Inc92,966$5.48M2.3%-6.9%0.027%
5/13/2025 EverSource Wealth Advisors LLC47,943$2.83M0.2%+6.2%0.014%
5/13/2025 High Falls Advisors Inc305,897$18.03M4.2%-24.3%0.089%
5/13/2025 Kovitz Investment Group Partners LLC38,322$2.26M0.0%-9.5%0.011%
5/13/2025 Vestmark Advisory Solutions Inc.173,521$10.23M0.3%N/A0.051%
5/13/2025 Bridgewealth Advisory Group LLC3,611$213K0.3%-6.7%0.001%
5/13/2025 MSH Capital Advisors LLC16,032$945K0.3%+20.4%0.005%
5/13/2025 GKV Capital Management Co. Inc.47,256$2.79M2.3%N/A0.014%
(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, 1,102 institutional investors and hedge funds held shares of iShares MSCI EAFE Value ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($2.76B), FMR LLC ($1.09B), LPL Financial LLC ($887.52M), US Bancorp DE ($770.59M), JPMorgan Chase & Co. ($724.72M), Jones Financial Companies Lllp ($583.84M), and Jane Street Group LLC ($538.95M).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 954 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: Bank Julius Baer & Co. Ltd Zurich ($617.86M), JPMorgan Chase & Co. ($31.38M), Envestnet Asset Management Inc. ($14.80M), LPL Financial LLC ($13.64M), Envestnet Portfolio Solutions Inc. ($10.10M), Jane Street Group LLC ($9.91M), and Park Avenue Securities LLC ($4.97M).

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

Institutional investors have bought a total of 96,823,318 shares in the last 24 months. This purchase volume represents approximately $5.38B in transactions.

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

Of the 576 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. ($22.91M), Jones Financial Companies Lllp ($8.00M), Envestnet Portfolio Solutions Inc. ($4.85M), LPL Financial LLC ($4.43M), Auto Owners Insurance Co ($3.59M), CWM LLC ($3.39M), and Park Avenue Securities LLC ($2.40M).

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

Institutional investors have sold a total of 80,032,558 shares in the last 24 months. This volume of shares sold represents approximately $4.52B in transactions.


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This page (BATS:EFV) was last updated on 6/26/2025 by MarketBeat.com Staff
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