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iShares MSCI EAFE Value ETF (EFV) Institutional Ownership

iShares MSCI EAFE Value ETF logo
$60.73 +8.47 (+16.20%)
Closing price 05/1/2025 03:59 PM Eastern
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$60.68 -0.04 (-0.07%)
As of 08:03 AM 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)
719
Total
Institutional Inflows
(last 12 months)
$5.28B
Number of
Institutional Sellers
(last 12 months)
526
Total
Institutional Outflows
(last 12 months)
$3.71B
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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
5/1/2025Pointe Capital Management LLC4,806$283K0.2%+18.8%0.001%
5/1/2025LRI Investments LLC17,206$1.01M0.1%+1,104.1%0.005%
5/1/2025Marks Group Wealth Management Inc135,900$8.01M0.8%-15.4%0.040%
5/1/2025Asset Dedication LLC12,934$762K0.1%-1.4%0.004%
5/1/2025CWM LLC4,620,598$272.34M1.1%-23.5%1.346%
5/1/2025Cardinal Strategic Wealth Guidance325,344$19.18M6.1%+0.5%0.095%
5/1/2025Stephens Inc. AR13,014$767K0.0%-2.6%0.004%
5/1/2025Northwest Capital Management Inc135,493$7.99M3.3%-35.3%0.039%
5/1/2025Kathmere Capital Management LLC115,147$6.79M0.6%-3.3%0.034%
5/1/2025Hippocratic Financial Advisors LLC5,755$339K0.2%-10.0%0.002%
5/1/2025Beirne Wealth Consulting Services LLC77,688$4.58M1.6%+0.9%0.023%
5/1/2025Quest 10 Wealth Builders Inc.16,377$965K1.0%+9.5%0.005%
5/1/2025MA Private Wealth388,776$22.91M4.3%-0.9%0.113%
5/1/2025Fulcrum Equity Management8,065$475K0.5%-23.2%0.002%
5/1/2025Fifth Third Securities Inc.7,887$465K0.0%-4.6%0.002%
5/1/2025Gateway Wealth Partners LLC46,200$2.72M0.6%-21.4%0.013%
5/1/2025SteelPeak Wealth LLC337,664$19.90M0.8%-8.3%0.098%
5/1/2025ADE LLC55,850$3.29M1.9%-0.8%0.016%
5/1/2025Fonville Wealth Management LLC16,630$1.02M0.3%-2.9%0.005%
4/30/2025 Weil Company Inc.29,811$1.76M0.5%-2.1%0.009%
4/30/2025 Christopher J. Hasenberg Inc728$43K0.0%N/A0.000%
4/30/2025 Sharkey Howes & Javer335,417$19.77M2.8%-24.3%0.098%
4/30/2025 Cerity Partners LLC179,113$10.56M0.0%-3.4%0.052%
4/30/2025 Financial Synergies Wealth Advisors Inc.898,509$52.96M6.4%+1.9%0.262%
4/30/2025 Narus Financial Partners LLC53,420$3.15M1.1%+3.5%0.016%
4/30/2025 Telos Capital Management Inc.60,358$3.56M0.4%+4.7%0.018%
4/30/2025 Financial Gravity Asset Management Inc.1,627$96K0.0%N/A0.000%
4/30/2025 Aurdan Capital Management LLC3,503$206K0.1%N/A0.001%
4/30/2025 Stonebrook Private Inc.237,035$13.97M3.6%-25.9%0.069%
4/30/2025 Pineridge Advisors LLC3,040$179K0.1%+15.2%0.001%
4/30/2025 True Vision MN LLC96,738$5.70M3.4%-18.5%0.028%
4/30/2025 Forthright Family Wealth Advisory LLC162,416$9.57M6.3%+1.0%0.047%
4/30/2025 Ascent Capital Management LLC107,287$6.32M6.4%-1.9%0.031%
4/30/2025 Quotient Wealth Partners LLC12,465$735K0.0%-13.6%0.004%
4/30/2025 Rehmann Capital Advisory Group4,215$248K0.0%-32.5%0.001%
4/30/2025 Cornerstone Planning Group LLC2,060$123K0.0%+42.6%0.001%
4/30/2025 Greenleaf Trust287,877$16.97M0.2%-3.9%0.084%
4/30/2025 Trek Financial LLC187,306$11.04M0.8%-4.8%0.055%
4/30/2025 OMNI 360 Wealth Inc.44,173$2.60M1.5%+2.4%0.013%
4/30/2025 Personal CFO Solutions LLC5,473$323K0.1%N/A0.002%
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4/30/2025 Valeo Financial Advisors LLC9,800$578K0.0%-7.2%0.003%
4/30/2025 M&T Bank Corp1,454,948$85.76M0.3%-43.6%0.424%
4/30/2025 Stratos Wealth Partners LTD.47,929$2.83M0.0%+6.3%0.014%
4/30/2025 Stratos Wealth Advisors LLC4,719$278K0.0%-95.9%0.001%
4/30/2025 Aurelius Family Office LLC13,893$819K0.4%-5.2%0.004%
4/30/2025 Brown Advisory Inc.47,763$2.82M0.0%-24.2%0.014%
4/30/2025 Horst & Graben Wealth Management LLC313,023$18.45M3.3%-17.3%0.091%
4/30/2025 Beverly Hills Private Wealth LLC5,393$318K0.1%-16.7%0.002%
4/30/2025 Interchange Capital Partners LLC30,367$1.79M0.5%-24.5%0.009%
4/30/2025 Synergy Investment Management LLC45,528$2.68M1.1%-33.2%0.013%
4/30/2025 Washington Trust Bank4,476$264K0.0%-38.9%0.001%
4/30/2025 Fullcircle Wealth LLC32,745$2M0.8%-23.7%0.010%
4/29/2025 U.S. Capital Wealth Advisors LLC69,597$4.10M0.1%-7.3%0.020%
4/29/2025 Financial Counselors Inc.4,328$255K0.0%-20.8%0.001%
4/29/2025 Raleigh Capital Management Inc.20,766$1.22M0.6%-26.5%0.006%
4/29/2025 TD Private Client Wealth LLC35,254$2.08M0.1%+3.2%0.010%
4/29/2025 Envestnet Asset Management Inc.46,748,889$2.76B0.9%-19.4%13.621%
4/29/2025 Fund Evaluation Group LLC129,215$7.62M0.3%N/A0.038%
4/29/2025 Investor s Fiduciary Advisor Network LLC21,434$1.26M0.6%-4.9%0.006%
4/29/2025 Ifrah Financial Services Inc.45,223$2.67M0.8%-1.9%0.013%
4/29/2025 Bush Investment Group LLC37,737$2.22M1.7%-21.0%0.011%
4/29/2025 Interactive Financial Advisors Inc.66,776$3.94M2.1%-1.1%0.019%
4/29/2025 Atlantic Edge Private Wealth Management LLC19,314$1.14M0.3%-7.8%0.006%
4/29/2025 Vickerman Investment Advisors Inc.3,657$216K0.0%N/A0.001%
4/29/2025 Sutton Place Investors LLC31,212$1.84M1.2%-18.2%0.009%
4/29/2025 Stage Harbor Financial LLC96,331$5.68M4.8%+8.9%0.028%
4/29/2025 Concurrent Investment Advisors LLC29,304$1.73M0.0%-10.8%0.009%
4/29/2025 Discipline Wealth Solutions LLC11,326$668K0.3%+1.6%0.003%
4/29/2025 Bank of New York Mellon Corp1,938,215$114.24M0.0%-18.2%0.565%
4/29/2025 World Investment Advisors162,956$9.61M0.2%+331.6%0.047%
4/29/2025 Truist Financial Corp700,714$41.30M0.1%-15.1%0.204%
4/29/2025 Capital Investment Advisory Services LLC9,924$585K0.1%+462.6%0.003%
4/29/2025 Pacific Life Fund Advisors LLC916,361$54.01M6.1%+113.2%0.267%
4/29/2025 Strategic Blueprint LLC304,854$17.97M1.0%-16.1%0.089%
4/29/2025 Brookstone Capital Management146,686$8.65M0.1%-20.4%0.043%
4/29/2025 Global Wealth Management Investment Advisory Inc.21,285$1.26M0.3%+12.4%0.006%
4/29/2025 SMART Wealth LLC6,637$391K0.1%+24.3%0.002%
4/29/2025 OneDigital Investment Advisors LLC1,808,968$106.62M1.3%-24.7%0.527%
4/29/2025 Avantax Planning Partners Inc.93,285$5.50M0.2%+7.0%0.027%
4/29/2025 Checchi Capital Advisers LLC301,229$17.75M0.9%+1.1%0.088%
4/28/2025 D.A. Davidson & CO.21,696$1.28M0.0%+54.5%0.006%
4/28/2025 Principal Financial Group Inc.43,844$2.58M0.0%-13.6%0.013%
4/28/2025 Mutual Advisors LLC74,344$4.50M0.1%-2.5%0.022%
4/28/2025 Milestone Investment Advisors LLC4,873$287K0.1%-8.4%0.001%
4/28/2025 Able Wealth Management LLC32,464$1.91M1.0%+103.7%0.009%
4/28/2025 Axis Wealth Partners LLC18,766$1.11M0.8%-5.2%0.005%
4/28/2025 First Horizon Advisors Inc.157,869$9.31M0.3%-10.7%0.046%
4/28/2025 Latitude Advisors LLC21,360$1.26M0.7%+13.5%0.006%
4/28/2025 Novem Group4,041$238K0.0%-10.1%0.001%
4/28/2025 Private Trust Co. NA15,198$896K0.1%-18.6%0.004%
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4/28/2025 Mainstream Capital Management LLC21,926$1.29M1.0%-3.7%0.006%
4/28/2025 Physician Wealth Advisors Inc.246,959$14.56M2.5%-21.2%0.072%
4/28/2025 Pinnacle Financial Partners Inc77,507$4.57M0.1%+41.3%0.023%
4/28/2025 Swmg LLC109,833$6.65M2.6%-37.2%0.032%
4/28/2025 Fedenia Advisers LLC18,704$1.10M0.7%-6.3%0.005%
4/28/2025 Alterna Wealth Management Inc.12,592$742K0.6%-15.6%0.004%
4/28/2025 Keybank National Association OH28,021$1.65M0.0%-6.8%0.008%
4/28/2025 Rossby Financial LCC830$50K0.0%N/A0.000%
4/28/2025 Yukon Wealth Management Inc.65,186$3.84M1.6%N/A0.019%
4/28/2025 DAVENPORT & Co LLC21,074$1.24M0.0%+18.0%0.006%
(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, 1,085 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 ($902.24M), Graham Capital Wealth Management LLC ($794.12M), JPMorgan Chase & Co. ($751.71M), US Bancorp DE ($671.79M), and Jones Financial Companies Lllp ($661.03M).Learn more on EFV's institutional investors.

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

Of the 952 institutional investors that purchased iShares MSCI EAFE Value ETF 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 ($618.00M), 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 817,016,170 shares in the last 24 months. This purchase volume represents approximately $40.61B in transactions.

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

Of the 697 institutional investors that sold iShares MSCI EAFE Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($41.38M), Envestnet Portfolio Solutions Inc. ($7.33M), CWM LLC ($4.77M), LPL Financial LLC ($4.48M), Park Avenue Securities LLC ($3.81M), Osaic Holdings Inc. ($3.72M), and M&T Bank Corp ($3.31M).

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

Institutional investors have sold a total of 120,559,985 shares in the last 24 months. This volume of shares sold represents approximately $6.40B in transactions.


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This page (BATS:EFV) was last updated on 5/2/2025 by MarketBeat.com Staff
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