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iShares MSCI EAFE Value ETF (EFV) Institutional Ownership

iShares MSCI EAFE Value ETF logo
$63.62 +11.36 (+21.73%)
Closing price 07/11/2025 03:58 PM Eastern
Extended Trading
$63.62 +0.01 (+0.02%)
As of 07/11/2025 06:51 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)
750
Total
Institutional Inflows
(last 12 months)
$5.39B
Number of
Institutional Sellers
(last 12 months)
575
Total
Institutional Outflows
(last 12 months)
$4.34B
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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
7/11/2025Prosperity Planning Inc.8,003$508K0.1%+20.7%0.002%
7/11/2025Ridgeline Wealth LLC42,264$2.68M2.2%-7.2%0.010%
7/11/2025Farther Finance Advisors LLC376,442$23.90M0.5%-8.8%0.092%
7/11/2025My Legacy Advisors LLC77,161$4.95M1.8%+36.2%0.019%
7/11/2025Lantz Financial LLC98,840$6.27M1.6%+46.7%0.024%
7/11/2025LongView Wealth Management4,341$276K0.1%N/A0.001%
7/11/2025Essex Savings Bank8,698$552K0.1%-3.1%0.002%
7/11/2025Luts & Greenleigh Group Inc.15,141$961K0.9%+2.4%0.004%
7/10/2025 Oliver Lagore Vanvalin Investment Group7,061$416K0.1%N/A0.002%
7/10/2025 Trust Point Inc.5,849$371K0.0%-4.2%0.001%
7/10/2025 Global Financial Private Client LLC5,365$341K0.1%+54.5%0.001%
7/10/2025 Rockland Trust Co.78,118$4.96M0.2%-4.0%0.019%
7/10/2025 Baker Tilly Wealth Management LLC3,462$220K0.1%N/A0.001%
7/10/2025 Fortress Wealth Management Inc.24,714$1.57M0.8%+0.9%0.006%
7/10/2025 Wealth Enhancement Advisory Services LLC307,024$19.63M0.0%-6.1%0.075%
7/10/2025 Sharkey Howes & Javer531,316$33.73M4.5%+58.4%0.130%
7/10/2025 Wedmont Private Capital6,945$446K0.0%+8.6%0.002%
7/10/2025 Farmers & Merchants Trust Co of Chambersburg PA127,117$8.07M2.5%+6.3%0.031%
7/10/2025 Shira Ridge Wealth Management3,198$203K0.1%N/A0.001%
7/10/2025 Signal Advisors Wealth LLC41,455$2.63M0.2%-6.0%0.010%
7/10/2025 Professional Financial Advisors LLC3,861$245K0.1%+9.9%0.001%
7/10/2025 Focus Financial Network Inc.172,394$10.94M0.4%+40.3%0.042%
7/10/2025 Sovran Advisors LLC184,680$11.74M1.2%+47.4%0.045%
7/9/2025 Aurelius Family Office LLC12,312$782K0.4%-11.4%0.003%
7/9/2025 Gilman Hill Asset Management LLC6,904$438K0.1%+8.7%0.002%
7/9/2025 Lineweaver Wealth Advisors LLC175,949$11.17M1.8%-37.6%0.043%
7/9/2025 Bruce G. Allen Investments LLC335,131$21.27M16.1%+2.8%0.082%
7/9/2025 Affinity Capital Advisors LLC361,243$22.93M3.9%+3.6%0.088%
7/9/2025 Lifelong Wealth Advisors Inc.108,208$6.87M2.3%+62.3%0.026%
7/9/2025 Fermata Advisors LLC6,533$415K0.1%-3.3%0.002%
7/9/2025 Breakwater Capital Group28,718$1.82M0.3%-1.6%0.007%
7/9/2025 Alesco Advisors LLC1,403,487$89.09M2.6%-0.8%0.342%
7/9/2025 Market Street Wealth Management Advisors LLC62,480$3.97M0.6%+2.4%0.015%
7/9/2025 Veracity Capital LLC5,886$374K0.1%N/A0.001%
7/9/2025 Beacon Financial Group14,621$928K0.1%+25.1%0.004%
7/8/2025 Ehrlich Financial Group66,226$4.20M2.7%+69.8%0.016%
7/8/2025 Corepath Wealth Partners LLC85,185$5.45M4.6%+0.4%0.021%
7/8/2025 Braun Bostich & Associates Inc.82,909$5.26M3.6%+39.9%0.020%
7/8/2025 Atwood & Palmer Inc.392$25K0.0%N/A0.000%
7/8/2025 Atlas Brown Inc.3,263$207K0.1%N/A0.001%
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We recently interviewed Rickards to get the full story and understand how everyday Americans can pre
7/8/2025 NBC Securities Inc.42,199$2.68M0.2%+8.9%0.010%
7/8/2025 Apella Capital LLC141,072$8.90M0.2%-4.9%0.034%
7/7/2025 O Connor Financial Group LLC14,214$909K0.4%-6.3%0.003%
7/7/2025 Accelerate Investment Advisors LLC28,995$1.84M1.4%+60.0%0.007%
7/7/2025 Shotwell Rutter Baer Inc5,957$381K0.3%-3.2%0.001%
7/7/2025 First Citizens Financial Corp14,583$926K0.5%+4.7%0.004%
7/7/2025 Retirement Wealth Solutions LLC64,452$4.09M3.0%+41.9%0.016%
7/7/2025 OMNI 360 Wealth Inc.41,429$2.63M1.3%-6.2%0.010%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.7,741$492K0.1%+29.5%0.002%
7/7/2025 Life Line Wealth Management LLC4,936$313K0.1%+34.0%0.001%
7/7/2025 Discipline Wealth Solutions LLC19,091$1.21M0.5%+68.6%0.005%
7/7/2025 Centurion Wealth Management LLC67,191$4.27M1.2%+18.0%0.016%
7/7/2025 RDA Financial Network24,876$1.58M0.4%+46.7%0.006%
7/3/2025 TrueWealth Advisors LLC3,688$234K0.1%N/A0.001%
7/3/2025 Collective Family Office LLC70,922$4.50M1.2%-0.6%0.017%
7/3/2025 McLean Asset Management Corp145,420$9.29M2.4%-1.5%0.035%
7/2/2025 InvesTrust16,990$1.08M0.4%+2.8%0.004%
7/2/2025 Dentgroup LLC41,102$2.61M1.8%+10.9%0.010%
7/2/2025 Waller Financial Planning Group Inc.100,205$6.36M1.5%+1.2%0.024%
7/1/2025 Harbor Investment Advisory LLC2,911$185K0.0%+136.1%0.001%
7/1/2025 Bush Investment Group LLC60,450$3.84M2.6%+60.2%0.015%
6/18/2025Voya Investment Management LLC250,070$14.74M0.0%+4.3%0.062%
6/3/2025Invst LLC146,515$8.64M1.2%-56.6%0.042%
6/2/2025Modern Wealth Management LLC70,593$4.16M0.1%+7.4%0.020%
5/29/2025Apeiron RIA LLC155,908$9.19M2.8%+16.8%0.045%
5/28/2025Jones Financial Companies Lllp9,822,559$583.84M0.5%-22.0%2.829%
5/28/2025Intrua Financial LLC55,236$3.26M0.5%-11.5%0.016%
5/28/2025Addison Capital Co32,931$1.94M0.8%+25.8%0.009%
5/22/2025Kilter Group LLC156,738$9.24M6.0%-26.5%0.045%
5/21/2025McAdam LLC4,474$264K0.0%-62.3%0.001%
5/20/2025Belpointe Asset Management LLC5,704$335K0.0%+6.6%0.002%
5/20/2025Fortis Capital Advisors LLC5,528$326K0.1%+6.8%0.002%
5/20/2025Focus Partners Wealth1,034,812$60.99M0.2%-2.8%0.298%
5/20/2025Integrity Alliance LLC.517,580$30.51M1.2%+19.9%0.149%
5/19/2025Advisory Alpha LLC46,751$2.76M0.1%+2.9%0.013%
5/19/2025Client 1ST Advisory Group LLC114,058$6.72M2.6%+5.1%0.033%
5/19/2025SCS Capital Management LLC22,068$1.30M0.0%-90.4%0.006%
5/16/2025Semmax Financial Advisors Inc.13,942$861K0.2%-24.5%0.004%
5/16/2025Logan Capital Management Inc.2,286$135K0.0%+9.6%0.001%
5/16/2025Ascent Group LLC80,570$4.75M0.2%+185.3%0.023%
5/16/2025Arete Wealth Advisors LLC306,220$18.05M1.3%+2.7%0.089%
5/16/2025Signature Estate & Investment Advisors LLC9,605$566K0.0%-6.8%0.003%
5/16/2025Hamilton Capital LLC3,351,626$197.55M12.0%N/A0.977%
5/16/2025Ashton Thomas Private Wealth LLC63,961$3.77M0.1%-16.0%0.019%
5/16/2025Goldman Sachs Group Inc.456,241$26.89M0.0%-17.5%0.113%
5/16/2025Cape Investment Advisory Inc.4,450$262K0.1%-19.9%0.001%
5/16/2025Jones Financial Companies Lllp9,427,199$560.12M0.5%-25.2%2.747%
5/16/2025Pinnacle Family Advisors LLC9,677$570K0.3%-12.0%0.003%
5/16/2025Plancorp LLC270,696$15.96M0.6%-9.1%0.079%
5/16/2025NewEdge Advisors LLC1,652,140$97.38M0.6%-23.0%0.481%
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer? (Ad)

Something extraordinary is happening in Washington. For the first time in over a century, a sitting President could release a national treasure that's been tied up in red tape, for generations. I'm talking about a $150 trillion American asset that's scattered across all 50 states. While the mainstream media focuses on political theater, this story is quietly developing behind closed doors.

We recently interviewed Rickards to get the full story and understand how everyday Americans can pre
5/16/2025Integrated Wealth Concepts LLC319,011$18.80M0.2%-18.9%0.093%
5/16/2025Clark Capital Management Group Inc.63,490$3.74M0.0%N/A0.018%
5/16/2025Clifford Group LLC86,927$5.12M4.8%+13.4%0.025%
5/16/2025Concorde Asset Management LLC27,791$1.56M0.8%-12.2%0.008%
5/16/2025Copperleaf Capital LLC49,592$2.92M1.7%-22.7%0.014%
5/16/2025Alliancebernstein L.P.5,063,245$298.43M0.1%-12.4%1.475%
5/16/2025AQR Capital Management LLC274,579$16.18M0.0%+1,205.6%0.080%
5/16/2025AlTi Global Inc.9,958$587K0.0%+5.5%0.003%
5/16/2025Ancora Advisors LLC115,898$6.83M0.2%+27.9%0.034%
5/16/2025Aprio Wealth Management LLC25,934$1.53M0.2%+62.1%0.008%
(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, 1,104 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 956 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 96,812,841 shares in the last 24 months. This purchase volume represents approximately $5.39B in transactions.

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

Of the 574 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), JPMorgan Chase & Co. ($2.03M), and CWM LLC ($1.42M).

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

Institutional investors have sold a total of 76,559,118 shares in the last 24 months. This volume of shares sold represents approximately $4.34B in transactions.


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This page (BATS:EFV) was last updated on 7/12/2025 by MarketBeat.com Staff
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