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iShares MSCI EAFE Value ETF (EFV) Institutional Ownership

iShares MSCI EAFE Value ETF logo
$77.03 +0.82 (+1.08%)
As of 04:10 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)
918
Total
Institutional Inflows
(last 12 months)
$30.13B
Number of
Institutional Sellers
(last 12 months)
639
Total
Institutional Outflows
(last 12 months)
$4.26B
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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
5/5/2026Marks Group Wealth Management Inc446,464$33.20M3.2%+27.8%0.109%
5/5/2026Bank of New York Mellon Corp2,481,489$184.50M0.0%+3.7%0.605%
5/5/2026Theory Financial LLC31,579$2.35M0.8%-41.2%0.008%
5/5/2026Geneos Wealth Management Inc.76,171$5.66M0.1%+1.1%0.019%
5/5/2026Signet Financial Management LLC39,662$2.95M0.3%-19.6%0.010%
5/5/2026SouthState Bank Corp18,661$1.39M0.1%+22.4%0.005%
5/5/2026Luts & Greenleigh Group Inc.15,689$1.17M0.9%+3.9%0.004%
5/5/2026Opinicus Capital Inc.12,558$934K0.7%-1.9%0.003%
5/5/2026Sanctuary Advisors LLC1,760,693$130.91M0.7%+1.4%0.429%
5/5/2026 Sigma Planning Corp34,280$2.55M0.1%-4.0%0.008%
5/5/2026 Mosaic Advisors LLC4,128$317K0.4%N/A0.001%
5/5/2026 1ST Source Bank111,787$8.31M0.4%-2.2%0.027%
5/5/2026 Checchi Capital Advisers LLC239,807$17.83M0.9%-11.8%0.058%
5/5/2026 Wealthgarden F.S. LLC19,296$1.44M1.0%-42.4%0.005%
5/5/2026 Nwam LLC14,071$1.05M0.1%-2.6%0.003%
5/5/2026 Maryland State Retirement & Pension System33,425$2.49M0.1%-40.8%0.008%
5/5/2026 Avantax Planning Partners Inc.96,298$7.16M0.2%+0.2%0.023%
5/4/2026 Calamos Advisors LLC4,551$338K0.0%N/A0.001%
5/4/2026 AMG National Trust Bank48,658$3.62M0.1%-5.4%0.012%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,009,214$149.39M2.6%+4.2%0.490%
5/4/2026 Bryn Mawr Trust Advisors LLC9,455$703K0.0%+6.4%0.002%
5/4/2026 Northland Securities Inc.13,367$994K0.9%+7.4%0.003%
5/4/2026 NWF Advisory Services Inc.5,648$420K0.0%N/A0.001%
5/4/2026 Principal Financial Group Inc.44,846$3.33M0.0%-57.9%0.011%
5/4/2026 Vantage Point Financial LLC3,656$272K0.1%-40.8%0.001%
5/4/2026 Uptick Partners LLC5,935$441K0.1%-5.7%0.001%
5/4/2026 Lifeworks Advisors LLC17,980$1.34M0.2%-7.8%0.004%
5/2/2026 Pacific Life Fund Advisors LLC460,558$34.24M3.9%-28.2%0.112%
5/2/2026 Global Assets Advisory LLC1,256$93K0.0%N/A0.000%
5/2/2026 Associated Banc Corp227,474$16.91M0.4%+2.5%0.055%
5/2/2026 Arlington Capital Management Inc.29,878$2.22M1.3%+3.9%0.007%
5/2/2026 Diversify Wealth Management LLC208,157$15.77M0.3%+48.8%0.051%
5/2/2026 Valmark Advisers Inc.3,560$265K0.0%+6.9%0.001%
5/1/2026 180 Wealth Advisors LLC74,091$5.51M0.6%-1.7%0.018%
5/1/2026 Citizens Financial Group Inc. RI16,647$1.24M0.0%+9.6%0.004%
5/1/2026 Midwest Trust Co7,766$577K0.0%+6.0%0.002%
5/1/2026 Fifth Third Bancorp505,687$37.60M0.1%+77.4%0.123%
5/1/2026 Sovran Advisors LLC145,900$11.32M0.9%+0.2%0.036%
5/1/2026 American Trust6,053$450K0.0%-18.1%0.001%
5/1/2026 Summit Financial Strategies Inc.36,843$2.74M0.2%-10.2%0.009%
5/1/2026 Droms Strauss Advisors Inc. MO ADV48,749$3.62M0.9%-1.5%0.012%
5/1/2026 Ball & Co Wealth Management Inc.250,449$18.62M15.6%+70.8%0.061%
5/1/2026 WealthShield Partners LLC143,410$10.66M1.2%-13.1%0.035%
5/1/2026 TSA Wealth Managment LLC123,893$9.21M3.0%-28.6%0.030%
5/1/2026 Simplicity Wealth LLC165,599$12.31M0.7%+3.8%0.040%
5/1/2026 Sequoia Financial Advisors LLC200,405$14.90M0.1%-2.8%0.049%
4/30/2026 Hsbc Holdings PLC41,039$3.05M0.0%+5.8%0.010%
4/30/2026 Accredited Investors Inc.234,801$17.46M0.9%-1.5%0.057%
4/30/2026 Yukon Wealth Management Inc.62,922$4.68M2.8%+0.2%0.015%
4/30/2026 Beacon Financial Group9,541$709K0.1%-22.1%0.002%
4/30/2026 Kestra Advisory Services LLC529,018$39.33M0.1%+11.3%0.129%
4/30/2026 Beam Wealth Advisors Inc.50,488$3.75M0.9%+11.5%0.012%
4/30/2026 Personal CFO Solutions LLC7,165$533K0.1%N/A0.002%
4/30/2026 CFS Investment Advisory Services LLC178,665$14.05M1.0%-35.5%0.044%
4/30/2026 W Advisors LLC53,815$4.00M2.1%+1.7%0.013%
4/30/2026 Efficient Advisors LLC61,256$4.55M0.3%-9.7%0.015%
4/30/2026 Staley Capital Advisers Inc.134,908$10.03M0.4%+0.5%0.033%
4/30/2026 Farmers & Merchants Trust Co of Chambersburg PA153,190$11.39M3.1%+6.4%0.037%
4/30/2026 Quantum Portfolio Management LLC76,126$5.66M0.1%+11.5%0.019%
4/29/2026 Financial Life Advisors234,711$17.45M5.4%-1.2%0.057%
4/29/2026 Richmond Investment Services LLC17,668$1.31M0.2%+13.6%0.004%
4/29/2026 Axxcess Wealth Management LLC6,362$473K0.0%+106.6%0.002%
4/29/2026 Nicholas Hoffman & Company LLC.21,957$1.63M0.0%+1.6%0.005%
4/29/2026 WealthPLAN Partners LLC20,418$1.52M0.3%-42.9%0.005%
4/29/2026 Addison Capital Co10,992$817K0.1%-83.1%0.003%
4/29/2026 Sagace Wealth Management LLC16,658$1.24M0.8%-50.9%0.004%
4/29/2026 Horst & Graben Wealth Management LLC214,929$16.44M2.3%-37.0%0.052%
4/29/2026 Interactive Financial Advisors Inc.29,685$2.21M1.4%-3.3%0.007%
4/28/2026 PUREfi Wealth LLC16,561$1.23M0.8%+40.7%0.004%
4/28/2026 Kathmere Capital Management LLC106,903$7.95M0.5%+0.5%0.026%
4/28/2026 Bogart Wealth LLC1,507$112K0.0%+97.5%0.000%
4/28/2026 Indiana Trust & Investment Management Co1,406$105K0.0%+43.2%0.000%
4/28/2026 Ascentis Independent Advisors17,942$1.33M0.1%+208.2%0.004%
4/28/2026 B.O.S.S. Retirement Advisors LLC14,052$1.05M0.3%-17.0%0.003%
4/28/2026 Raleigh Capital Management Inc.22,409$1.67M0.6%-6.0%0.005%
4/28/2026 Core Wealth Advisors LLC100,138$7.45M5.7%+0.6%0.024%
4/28/2026 NBT Bank N A NY7,917$589K0.0%+11,050.7%0.002%
4/28/2026 Howe & Rusling Inc.410$30K0.0%-45.3%0.000%
4/28/2026 Integral Investment Advisors Inc.4,000$297K0.1%-14.9%0.001%
4/28/2026 Koshinski Asset Management Inc.39,876$2.97M0.2%+7.8%0.010%
4/28/2026 Latitude Advisors LLC20,174$1.50M0.7%+2.8%0.005%
4/28/2026 Beacon Financial Advisory LLC19,488$1.45M0.3%-18.7%0.005%
4/28/2026 Nixon Peabody Trust Co.3,644$271K0.0%-16.3%0.001%
4/28/2026 Evolution Wealth Management Inc.31,768$2.36M1.7%+72.5%0.008%
4/28/2026 Meramec Financial Planners LLC53,313$4.18M1.7%-3.8%0.013%
4/28/2026 QRG Capital Management Inc.31,632$2.35M0.0%+6.9%0.008%
4/27/2026 Apeiron RIA LLC193,487$14.39M3.3%-3.2%0.047%
4/27/2026 Arcadia Wealth Management LLC16,895$1.26M0.5%-15.9%0.004%
4/27/2026 Syntegra Private Wealth Group LLC3,845$286K0.0%-37.8%0.001%
4/27/2026 HB Wealth Management LLC18,375$1.37M0.0%+85.4%0.004%
4/27/2026 PFG Investments LLC15,103$1.12M0.1%+46.4%0.004%
4/27/2026 BIP Wealth LLC151,649$11.28M0.5%-4.4%0.037%
4/27/2026 World Investment Advisors298,813$22.22M0.4%-5.6%0.073%
4/27/2026 PAX Financial Group LLC286,610$21.31M3.6%+3.7%0.070%
4/27/2026 Turtle Creek Wealth Advisors LLC10,161$755K0.1%-29.5%0.002%
4/27/2026 Bedminster LLC6,235$464K0.4%-9.5%0.002%
4/27/2026 Private Advisor Group LLC252,134$18.75M0.1%-14.8%0.061%
4/27/2026 Y Intercept Hong Kong Ltd26,227$1.95M0.0%N/A0.006%
4/27/2026 New World Advisors LLC69,861$5.19M0.9%+109.8%0.017%
4/27/2026 Elevation Point Wealth Partners LLC126,124$9.38M0.2%+121.9%0.031%


EFV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EFV shares?

During the previous two years, 1,279 institutional investors and hedge funds held shares of iShares MSCI EAFE Value ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($4.10B), Auto Owners Insurance Co ($2.34B), LPL Financial LLC ($1.40B), FMR LLC ($1.09B), US Bancorp DE ($1.01B), JPMorgan Chase & Co. ($949.10M), and Morgan Stanley ($855.91M).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 1,154 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: Auto Owners Insurance Co ($326.63M), Envestnet Asset Management Inc. ($27.41M), LPL Financial LLC ($10.52M), Jane Street Group LLC ($9.91M), JPMorgan Chase & Co. ($8.70M), Park Avenue Securities LLC ($5.53M), and CWM LLC ($4.95M).

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

Institutional investors have bought a total of 431,581,803 shares in the last 24 months. This purchase volume represents approximately $30.13B in transactions.

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

Of the 636 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. ($9.66M), Jones Financial Companies Lllp ($7.50M), Auto Owners Insurance Co ($4.70M), JPMorgan Chase & Co. ($4.55M), LPL Financial LLC ($3.33M), Thrivent Financial for Lutherans ($1.58M), and Northwestern Mutual Wealth Management Co. ($1.58M).

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

Institutional investors have sold a total of 64,811,006 shares in the last 24 months. This volume of shares sold represents approximately $4.26B in transactions.


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This page (BATS:EFV) was last updated on 5/5/2026 by MarketBeat.com Staff.
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