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iShares MSCI EAFE Value ETF (EFV) Institutional Ownership

iShares MSCI EAFE Value ETF logo
$63.99 +11.73 (+22.45%)
Closing price 07/3/2025 03:44 PM Eastern
Extended Trading
$62.86 -1.14 (-1.77%)
As of 07/3/2025 04:30 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)
745
Total
Institutional Inflows
(last 12 months)
$5.38B
Number of
Institutional Sellers
(last 12 months)
573
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
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%
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%
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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%
5/15/2025EP Wealth Advisors LLC505,497$29.79M0.2%-11.1%0.147%
5/15/2025Focus Partners Advisor Solutions LLC369,043$21.75M0.3%-1.2%0.108%
5/15/2025One Wealth Capital Management LLC88,823$5.24M2.8%-6.3%0.026%
5/15/2025Flputnam Investment Management Co.8,082$476K0.0%+32.1%0.002%
5/15/2025Royal Bank of Canada1,819,047$107.22M0.0%+22.5%0.530%
5/15/2025Betterment LLC16,159$952K0.0%+4.2%0.005%
5/15/2025MAI Capital Management7,925$467K0.0%+67.0%0.002%
5/15/2025Baird Financial Group Inc.2,579,401$152.03M0.3%+1.3%0.752%
5/15/2025Pinnacle Wealth Planning Services Inc.151,641$8.94M1.3%+5.6%0.044%
5/15/2025OLD Mission Capital LLC1,576,729$92.93M1.2%N/A0.459%
5/15/2025GKV Capital Management Co. Inc.47,256$2.79M0.9%N/A0.014%
5/15/2025Vermillion & White Wealth Management Group LLC8,872$523K0.4%-49.1%0.003%
5/15/2025Oarsman Capital Inc.3,579$211K0.0%+30.6%0.001%
5/14/2025Triad Wealth Partners LLC144,057$8.49M2.6%+2.1%0.042%
5/14/2025CreativeOne Wealth LLC426,207$25.12M0.8%-23.5%0.124%
5/14/2025Quadcap Wealth Management LLC18,318$1.08M0.2%-12.9%0.005%
5/14/2025Redwood Investment Management LLC47,744$2.81M0.3%+5.9%0.014%
5/14/2025Per Stirling Capital Management LLC.16,210$955K0.1%+113.3%0.005%
5/14/2025Samalin Investment Counsel LLC9,103$537K0.2%-10.1%0.003%
5/14/2025WCG Wealth Advisors LLC103,260$6.09M0.5%-26.7%0.030%
5/14/2025Hill Investment Group Partners LLC8,443$498K0.1%-6.2%0.002%
5/14/2025CSM Advisors LLC126,485$7.45M0.4%-0.9%0.037%
5/14/2025FWG Investments LLC.25,515$1.50M1.8%+4.7%0.007%
5/14/2025Comerica Bank154,139$9.09M0.0%-16.0%0.045%
5/14/2025Freedom Investment Management Inc.12,194$719K0.1%+72.3%0.004%
5/14/2025RPg Family Wealth Advisory LLC27,830$1.64M0.5%N/A0.008%
5/14/2025Smartleaf Asset Management LLC9,225$549K0.1%+142.1%0.003%
5/14/2025Northwestern Mutual Wealth Management Co.1,172,458$69.11M0.1%-3.3%0.342%
5/14/2025Sax Wealth Advisors LLC44,953$2.65M0.2%-8.3%0.013%
5/14/2025Van Hulzen Asset Management LLC145,156$8.56M0.8%-2.8%0.042%
5/14/2025Kestra Advisory Services LLC333,897$19.68M0.1%-28.7%0.097%
5/14/2025Compound Planning Inc.31,258$1.84M0.1%-2.1%0.009%
5/14/2025Barnes Wealth Management Group Inc47,013$2.77M1.8%-24.5%0.014%
5/14/2025Ameriprise Financial Inc.4,043,652$238.48M0.1%-1.1%1.178%
5/14/2025CW Advisors LLC21,259$1.25M0.0%N/A0.006%
5/14/2025United Asset Strategies Inc.79,151$4.67M0.4%+106.3%0.023%
5/14/2025Flow Traders U.S. LLC3,239,920$190.96M8.1%N/A0.944%
5/14/2025Partners Capital Investment Group LLP12,647$745K0.0%+100.0%0.004%
5/14/2025Elevate Wealth Advisory Inc.82,579$4.87M3.4%-1.2%0.024%
5/14/2025Dorsey & Whitney Trust CO LLC94,137$5.55M0.3%-3.1%0.027%
5/14/2025Capital Analysts LLC95,824$5.65M0.2%-16.6%0.028%
5/14/2025Tradition Wealth Management LLC75,675$4.46M0.4%-15.5%0.022%
5/14/2025Vertex Planning Partners LLC101,512$5.98M1.3%+130.6%0.030%
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5/14/2025JT Stratford LLC10,297$607K0.1%-9.5%0.003%
5/14/2025Hsbc Holdings PLC40,327$2.38M0.0%+29.7%0.012%
5/14/2025RWA Wealth Partners LLC77,016$4.54M0.1%N/A0.022%
5/13/2025Aptus Capital Advisors LLC181,655$10.71M0.1%+1.0%0.053%
5/13/2025Mill Creek Capital Advisors LLC60,845$3.59M0.1%-7.7%0.018%
5/13/2025Freestone Capital Holdings LLC5,443$321K0.0%-12.1%0.002%
5/13/2025Steward Partners Investment Advisory LLC194,563$11.47M0.1%-19.0%0.057%
5/13/2025Raymond James Financial Inc.1,430,561$84.32M0.0%-20.4%0.417%
5/13/2025Cresset Asset Management LLC22,807$1.34M0.0%-1.7%0.007%
5/13/2025Twin Focus Capital Partners LLC4,100$242K0.0%N/A0.001%
(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 96,847,517 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 573 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 79,950,608 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 7/5/2025 by MarketBeat.com Staff
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