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iShares MSCI EAFE Value ETF (EFV) Institutional Ownership

iShares MSCI EAFE Value ETF logo
$78.65 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE Value ETF (BATS:EFV)

Number of
Institutional Buyers
(last 12 months)
914
Total
Institutional Inflows
(last 12 months)
$29.50B
Number of
Institutional Sellers
(last 12 months)
601
Total
Institutional Outflows
(last 12 months)
$3.36B
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Skip Chart & View Institutional Buying and Selling Data

EFV Institutional Buying and Selling by Quarter

iShares MSCI EAFE Value ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026Wellington Grp LLC2,478$184K0.1%+399.6%0.001%
5/22/2026Verus Capital Partners LLC56,496$4.20M0.3%-23.8%0.014%
5/21/2026 J. Derek Lewis & Associates Inc.15,721$1.17M0.3%+2.3%0.004%
5/20/2026 Arete Wealth Advisors LLC315,844$23.50M1.4%-4.3%0.077%
5/19/2026 Western Wealth Management LLC24,308$1.81M0.1%+38.2%0.006%
5/19/2026 Bank of America Corp DE10,342,735$768.98M0.1%+7.7%2.523%
5/19/2026 Centaurus Financial Inc.21,449$1.60M0.1%+1.8%0.005%
5/19/2026 Ashton Thomas Securities LLC80,841$6.01M0.8%N/A0.020%
5/19/2026 Arkadios Wealth Advisors157,669$11.72M0.2%+41.3%0.038%
5/19/2026 Arete Wealth Advisors LLC315,844$23.50M1.7%-4.3%0.077%
5/18/2026 EverSource Wealth Advisors LLC50,580$3.76M0.1%+0.9%0.012%
5/18/2026 Royal Bank of Canada2,699,497$200.71M0.0%-13.5%0.658%
5/16/2026 Excelsior Advisor Network LLC2,760$205K0.1%N/A0.001%
5/16/2026 Quantinno Capital Management LP67,983$5.06M0.0%+64.9%0.017%
5/15/2026 Gateway Wealth Partners LLC199,828$14.86M0.6%+191.7%0.049%
5/15/2026 Valence8 US LP277,964$20.67M7.2%-22.7%0.068%
5/15/2026 Van Diest Capital LLC3,823$284K0.2%-20.2%0.001%
5/15/2026 Bradley Foster & Sargent Inc. CT47,436$3.53M0.1%-15.0%0.012%
5/15/2026 Matrix Private Capital Group LLC1,322$98K0.0%N/A0.000%
5/15/2026 Waverly Advisors LLC505,340$37.57M0.3%+1.0%0.123%
5/15/2026 Wealth Alliance LLC256,430$19.07M1.9%-3.6%0.063%
5/14/2026 GC Wealth Management RIA LLC18,919$1.41M0.1%+5.8%0.005%
5/14/2026 Compound Planning Inc.35,520$2.64M0.1%+60.2%0.009%
5/14/2026 Klingman & Associates LLC3,157$235K0.0%N/A0.001%
5/14/2026 Modern Wealth Management LLC185,208$13.94M0.2%+40.4%0.045%
5/14/2026 Keebeck Wealth Management233,006$17.32M1.9%-2.4%0.057%
5/14/2026 Gibbs Wealth Management14,014$1.04M0.1%N/A0.003%
5/14/2026 American Financial Advisors LLC12,302$915K0.1%-5.3%0.003%
5/14/2026 Sei Investments Co.4,149$308K0.0%N/A0.001%
5/14/2026 Lido Advisors LLC385,060$28.63M0.1%-1.2%0.094%
5/13/2026 Cetera Investment Advisers3,915,091$291.09M0.3%+0.5%0.955%
5/13/2026 Wealthspire Retirement LLC3,911$291K0.0%+6.8%0.001%
5/13/2026 Dynamic Wealth Strategies LLC50,247$3.74M2.2%+2.2%0.012%
5/13/2026 Sachem Hill LLC2,833$211K0.0%-31.5%0.001%
5/13/2026 Measured Wealth Private Client Group LLC1,317$98K0.0%+95.1%0.000%
5/13/2026 Signature Equity Partners LLC1,522$113K0.1%+44.3%0.000%
5/13/2026 NewEdge Wealth LLC61,218$4.55M0.1%+35.3%0.015%
5/13/2026 Alesco Advisors LLC An ESL Co1,297,475$96.47M2.5%-3.3%0.316%
5/8/2026 PNC Financial Services Group Inc.3,044,443$226.35M0.1%+2.9%0.743%
5/8/2026 HORAN Wealth LLC26,097$1.86M0.2%N/A0.006%
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5/8/2026 Wilkerson Advisory Group LLC19,727$1.47M0.5%-3.6%0.005%
5/8/2026 Glenview Trust Co7,440$553K0.0%+68.4%0.002%
5/8/2026 Cassaday & Co Wealth Management LLC8,275$615K0.0%+10.5%0.002%
5/8/2026 Rice Partnership LLC1,220$91K0.0%+30.6%0.000%
5/8/2026 Johnson Financial Group Inc.123,115$9.15M0.3%-5.6%0.030%
5/7/2026 Cornerstone Advisors Asset Management LLC7,290$542K0.1%-11.8%0.002%
5/7/2026 Meeder Advisory Services Inc.3,733$278K0.0%N/A0.001%
5/7/2026 Wells Financial Advisors INC665$49K0.2%-67.6%0.000%
5/7/2026 Scarborough Advisors LLC23,407$1.74M0.2%N/A0.006%
5/7/2026 Balefire LLC5,696$423K0.1%-49.6%0.001%
5/7/2026 Ironwood Investment Counsel LLC40,708$3.18M0.5%+0.6%0.010%
5/7/2026 Koss Olinger Consulting LLC76,064$5.66M0.5%-10.9%0.019%
5/7/2026 Regimen Wealth LLC19,806$1.47M0.4%-57.9%0.005%
5/7/2026 Vision Retirement LLC21,932$1.63M0.5%-22.7%0.005%
5/7/2026 World Equity Group Inc.17,135$1.27M0.3%+12.4%0.004%
5/7/2026 Crescent Grove Advisors LLC7,312$544K0.1%+39.0%0.002%
5/6/2026 GatePass Capital LLC12,317$916K0.4%-32.8%0.003%
5/6/2026 Quadrant Private Wealth Management LLC116,996$8.70M1.3%+11.8%0.029%
5/6/2026 Bartlett & CO. Wealth Management LLC3,605$275K0.0%+19.1%0.001%
5/6/2026 Zhang Financial LLC71,515$5.32M0.2%+1.8%0.017%
5/6/2026 Simon Quick Advisors LLC3,454$257K0.0%N/A0.001%
5/6/2026 Cornerstone Planning Group LLC74,083$5.71M0.8%+26.9%0.018%
5/6/2026 Modera Wealth Management LLC1,335,086$99.26M1.2%-10.7%0.326%
5/6/2026 Assetmark Inc.124,520$9.26M0.0%-85.0%0.030%
5/6/2026 Main Street Group LTD1,968$146K0.0%N/A0.000%
5/6/2026 Angeles Wealth Management LLC1,579$117K0.0%-59.1%0.000%
5/6/2026 Fiscal Wisdom Wealth Management LLC7,244$539K0.5%+39.7%0.002%
5/6/2026 Bessemer Group Inc.6,018$448K0.0%+15.9%0.001%
5/6/2026 SteelPeak Wealth LLC327,574$24.36M0.7%-10.1%0.080%
5/6/2026 Allspring Global Investments Holdings LLC379,340$28.20M0.0%-9.9%0.093%
5/6/2026 Sofi Wealth LLC956,754$71.14M3.4%-12.1%0.233%
5/6/2026 Independent Financial Group LLC101,267$7.53M0.2%N/A0.025%
5/6/2026 Prosperity Consulting Group LLC579,503$43.09M1.9%+2.0%0.141%
5/5/2026 Quartz Partners LLC19,365$1.44M0.6%-9.7%0.005%
5/5/2026 Lane Brothers & Co. Inc.6,771$503K0.4%-6.5%0.002%
5/5/2026 Wealthfront Advisers LLC11,307$841K0.0%-5.4%0.003%
5/5/2026 D.A. Davidson & CO.60,013$4.46M0.0%+352.5%0.015%
5/5/2026 Marks Group Wealth Management Inc446,464$33.20M3.2%+27.8%0.109%
5/5/2026 Bank of New York Mellon Corp2,481,489$184.50M0.0%+3.7%0.605%
5/5/2026 Theory Financial LLC31,579$2.35M0.8%-41.2%0.008%
5/5/2026 Geneos Wealth Management Inc.76,171$5.66M0.1%+1.1%0.019%
5/5/2026 Signet Financial Management LLC39,662$2.95M0.3%-19.6%0.010%
5/5/2026 SouthState Bank Corp18,661$1.39M0.1%+22.4%0.005%
5/5/2026 Luts & Greenleigh Group Inc.15,689$1.17M0.9%+3.9%0.004%
5/5/2026 Opinicus Capital Inc.12,558$934K0.7%-1.9%0.003%
5/5/2026 Sanctuary 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%
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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%


EFV Institutional Ownership - Frequently Asked Questions

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.

Of the 1,155 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), JPMorgan Chase & Co. ($8.70M), Park Avenue Securities LLC ($5.53M), CWM LLC ($4.95M), and Flow Traders U.S. LLC ($4.60M).

Institutional investors have bought a total of 420,410,512 shares in the last 24 months. This purchase volume represents approximately $29.50B in transactions.

Of the 601 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 ($4.33M), JPMorgan Chase & Co. ($2.52M), Thrivent Financial for Lutherans ($1.58M), Envestnet Portfolio Solutions Inc. ($1.56M), Northwestern Mutual Wealth Management Co. ($1.54M), and M&T Bank Corp ($1.46M).

Institutional investors have sold a total of 49,172,550 shares in the last 24 months. This volume of shares sold represents approximately $3.36B in transactions.


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This page (BATS:EFV) was last updated on 5/25/2026 by MarketBeat.com Staff.
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