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iShares MSCI EAFE Value ETF (EFV) Institutional Ownership

iShares MSCI EAFE Value ETF logo
$68.53 +16.27 (+31.14%)
Closing price 10/20/2025 03:59 PM Eastern
Extended Trading
$68.52 -0.02 (-0.02%)
As of 10/20/2025 08:00 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)
833
Total
Institutional Inflows
(last 12 months)
$8.62B
Number of
Institutional Sellers
(last 12 months)
583
Total
Institutional Outflows
(last 12 months)
$3.47B
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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
10/20/2025TBH Global Asset Management LLC3,959$269K0.1%N/A0.001%
10/20/2025Sax Wealth Advisors LLC55,243$3.75M0.2%-1.4%0.013%
10/20/2025Ascent Group LLC492,034$33.38M1.2%-14.7%0.120%
10/20/2025American Financial & Tax Strategies Inc.32,971$2.24M1.1%-2.9%0.008%
10/20/2025LVW Advisors LLC4,086$277K0.0%-81.5%0.001%
10/20/2025Aurelius Family Office LLC11,426$775K0.3%-7.2%0.003%
10/20/2025Warner Financial Inc.44,765$3.04M1.1%+1.7%0.011%
10/20/2025Continuum Advisory LLC8,073$548K0.1%-2.7%0.002%
10/20/2025LifeWealth Investments LLC135,102$9.16M2.6%+6.3%0.033%
10/20/2025Wealth Quarterback LLC41,590$2.82M1.1%+6.0%0.010%
10/20/2025Pure Financial Advisors LLC10,070$683K0.0%+11.2%0.002%
10/20/2025Tripletail Wealth Management LLC508$35K0.0%N/A0.000%
10/17/2025Austin Private Wealth LLC720,155$48.85M3.7%-32.4%0.176%
10/17/2025FFG Retirement Advisors LLC82,898$5.62M3.5%+17.2%0.020%
10/17/2025FLC Capital Advisors2,984$202K0.0%N/A0.001%
10/17/20255T Wealth LLC83,367$5.66M2.5%-3.3%0.020%
10/17/2025Maryland Capital Advisors Inc.76,995$5.22M1.9%-4.3%0.019%
10/17/2025FSC Wealth Advisors LLC28,171$1.91M1.1%+19.6%0.007%
10/17/2025Clune & Associates LTD.16,513$1.12M0.3%+1.4%0.004%
10/17/2025Perigon Wealth Management LLC364,758$24.74M0.5%+14.3%0.089%
10/17/2025Client 1ST Advisory Group LLC130,925$8.88M2.9%+11.7%0.032%
10/17/2025Sowell Financial Services LLC38,508$2.61M0.1%-8.2%0.009%
10/17/2025Great Oak Capital Partners LLC4,995$339K0.1%N/A0.001%
10/17/2025Ehrlich Financial Group70,564$4.79M2.8%+6.6%0.017%
10/17/2025Sovereign Financial Group Inc.30,161$2.05M0.4%+15.9%0.007%
10/17/2025Mayflower Financial Advisors LLC128,667$8.73M0.9%-19.2%0.031%
10/17/2025Apella Capital LLC132,225$9.00M0.2%-6.3%0.032%
10/17/2025Apollon 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%
10/16/2025 BCU Wealth Advisors LLC45,082$3.06M1.2%-5.4%0.011%
10/15/2025 TrueWealth Advisors LLC3,082$209K0.1%-16.4%0.001%
10/15/2025 Financial Management Professionals Inc.15,609$1.06M0.1%N/A0.004%
10/15/2025 CWM LLC6,428,350$436.04M1.3%+1.3%1.568%
10/15/2025 Clayton Financial Group LLC16,800$1.14M0.8%+98.5%0.004%
10/15/2025 Blue Zone Wealth Advisors LLC15,379$1.04M0.2%N/A0.004%
10/15/2025 FLP Wealth Management LLC9,157$621K0.6%-29.0%0.002%
10/15/2025 Sagace Wealth Management LLC33,359$2.26M1.5%+29.2%0.008%
10/15/2025 Centerline Wealth Advisors LLC55,159$3.74M1.6%N/A0.013%
10/15/2025 World Investment Advisors53,646$3.64M0.1%-50.5%0.013%
10/15/2025 Brookstone Capital Management203,218$13.78M0.2%-10.2%0.050%
10/15/2025 Private Trust Co. NA17,232$1.17M0.1%-12.6%0.004%
10/15/2025 Symmetry Partners LLC134,230$9.11M1.0%+30.4%0.033%
10/15/2025 Founders Financial Securities LLC6,188$420K0.0%N/A0.002%
10/15/2025 Vontobel Holding Ltd.4,000$271K0.0%-80.2%0.001%
10/15/2025 Cypress Wealth Services LLC253,484$17.19M2.8%-13.9%0.062%
10/15/2025 DAVENPORT & Co LLC25,866$1.75M0.0%-7.0%0.006%
10/15/2025 Net Worth Advisory Group11,983$813K0.2%-80.6%0.003%
10/15/2025 Kelly Financial Services LLC217,326$14.74M3.8%-34.9%0.053%
10/14/2025 Apeiron RIA LLC218,780$14.71M3.3%-6.6%0.053%
10/14/2025 Able Wealth Management LLC138,621$9.40M3.5%+65.7%0.034%
10/14/2025 RTD Financial Advisors Inc.173,002$11.74M1.4%+1.6%0.042%
10/14/2025 Revolve Wealth Partners LLC37,523$2.55M0.3%-1.0%0.009%
10/14/2025 OLD National Bancorp IN16,523$1.12M0.0%+57.6%0.004%
10/14/2025 Fiduciary Advisors Inc.15,286$1.04M0.8%-10.0%0.004%
10/14/2025 Cliftonlarsonallen Wealth Advisors LLC15,116$1.03M0.0%-4.2%0.004%
10/14/2025 Farther Finance Advisors LLC417,120$28.29M0.4%+10.8%0.102%
10/14/2025 Cranbrook Wealth Management LLC67,571$4.58M0.9%-2.4%0.016%
10/14/2025 Market Street Wealth Management Advisors LLC61,980$4.20M0.7%-0.8%0.015%
10/14/2025 Security Financial Services INC.190,177$12.90M2.1%-32.1%0.046%
10/14/2025 LongView Wealth Management3,990$271K0.1%-8.1%0.001%
10/14/2025 Northwest Wealth Management LLC68,611$4.65M0.8%-4.8%0.017%
10/14/2025 Parkwoods Wealth Partners LLC4,614$313K0.1%N/A0.001%
10/14/2025 Foster Group Inc.10,825$734K0.0%-6.0%0.003%
10/14/2025 Accelerate Investment Advisors LLC24,114$1.64M1.1%-16.8%0.006%
10/10/2025 Fifth Third Securities Inc.4,023$273K0.0%-52.2%0.001%
10/10/2025 Spinnaker Investment Group LLC6,403$434K0.1%N/A0.002%
10/10/2025 Lineweaver Wealth Advisors LLC198,979$13.50M2.0%+13.1%0.049%
10/10/2025 Sound Income Strategies LLC24,350$1.65M0.1%+7.9%0.006%
10/10/2025 Ridgeline Wealth LLC41,331$2.80M2.1%-2.2%0.010%
10/10/2025 Flputnam Investment Management Co.9,147$620K0.0%-8.1%0.002%
10/10/2025 Sharkey Howes & Javer474,113$32.16M4.1%-10.8%0.116%
10/10/2025 Clarity Financial LLC3,145$213K0.0%N/A0.001%
10/10/2025 Falcon Wealth Planning18,121$1.23M0.1%-14.6%0.004%
10/10/2025 Cyndeo Wealth Partners LLC41,979$2.85M0.2%+3.6%0.010%
10/10/2025 Quotient Wealth Partners LLC12,986$881K0.0%-3.2%0.003%
10/10/2025 Focus Financial Network Inc.175,658$11.92M0.4%+1.9%0.043%
10/10/2025 Shotwell Rutter Baer Inc5,460$373K0.2%-8.3%0.001%
10/10/2025 Signal Advisors Wealth LLC37,311$2.53M0.2%-10.0%0.009%
10/9/2025 CGN Advisors LLC7,836$532K0.0%-2.1%0.002%
10/9/2025 Independence Bank of Kentucky20,936$1.42M0.2%-5.1%0.005%
10/9/2025 Baker Tilly Wealth Management LLC5,120$347K0.1%+47.9%0.001%
10/9/2025 Centurion Wealth Management LLC58,013$3.94M0.9%-13.7%0.014%
10/9/2025 Astoria Portfolio Advisors LLC.3,056$209K0.1%N/A0.001%
10/9/2025 Rockingstone Advisors LLC21,175$1.44M0.7%+26.4%0.005%
10/9/2025 U.S. Capital Wealth Advisors LLC79,102$5.37M0.1%-2.4%0.019%
10/9/2025 Waller Financial Planning Group Inc.98,925$6.71M1.5%-1.3%0.024%
10/9/2025 Bay Harbor Wealth Management LLC169,584$11.50M3.1%-16.6%0.041%
10/9/2025 Voya Investment Management LLC120,711$8.19M0.0%-44.9%0.029%
10/9/2025 Affinity Capital Advisors LLC393,619$26.79M4.1%+9.0%0.096%
10/9/2025 Eclectic Associates Inc. ADV2,992$203K0.0%N/A0.001%
10/9/2025 Fermata Advisors LLC6,759$458K0.1%+3.5%0.002%
10/9/2025 Prosperity Planning Inc.7,186$487K0.1%-10.2%0.002%
10/9/2025 Long Run Wealth Advisors LLC248,682$16.87M3.3%+3.3%0.061%
10/8/2025 Patriot Financial Group Insurance Agency LLC45,629$3.10M0.4%-13.2%0.011%
10/8/2025 RDA Financial Network21,409$1.45M0.4%-13.9%0.005%
(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, 1,140 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 1,007 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 145,339,789 shares in the last 24 months. This purchase volume represents approximately $8.59B in transactions.

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

Of the 583 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 Thrivent Financial for Lutherans ($1.44M).

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

Institutional investors have sold a total of 59,416,333 shares in the last 24 months. This volume of shares sold represents approximately $3.50B in transactions.


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This page (BATS:EFV) was last updated on 10/21/2025 by MarketBeat.com Staff
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