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iShares MSCI EAFE Value ETF (EFV) Institutional Ownership

iShares MSCI EAFE Value ETF logo
$78.45 -0.40 (-0.51%)
Closing price 04:10 PM Eastern
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$78.46 +0.01 (+0.01%)
As of 07:36 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)
741
Total
Institutional Inflows
(last 12 months)
$25.80B
Number of
Institutional Sellers
(last 12 months)
563
Total
Institutional Outflows
(last 12 months)
$5.37B
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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
10/14/2026Columbus Macro LLC35,193$2.79M0.3%+1.0%0.009%
10/14/2026Tempus Wealth Planning LLC11,992$949K0.2%-8.6%0.003%
10/14/2026RCS Financial Planning LLC10,835$857K0.5%-7.2%0.003%
10/14/2026ABLE Financial Group LLC4,448$352K0.1%N/A0.001%
10/14/2026Firethorn Wealth Partners LLC37,859$3.00M1.0%-6.2%0.009%
10/14/2026Thurston Springer Miller Herd & Titak Inc.524$41K0.1%N/A0.000%
10/14/2026Focus Financial Network Inc.32,625$2.58M0.1%-5.8%0.008%
10/14/2026Liberty Atlantic Advisors LLC4,007$317K0.2%-6.5%0.001%
10/14/2026Foundation Wealth Management LLC PA19,439$1.54M0.5%-6.3%0.005%
10/14/2026XY Planning Network Inc.5,381$426K0.0%+4.3%0.001%
10/14/2026Shotwell Rutter Baer Inc4,608$365K0.2%-4.1%0.001%
10/14/2026Signal Advisors Wealth LLC15,928$1.26M0.1%-4.1%0.004%
10/14/2026Ifrah Financial Services Inc.40,820$3.23M0.8%N/A0.010%
10/14/2026Foster Group Inc.10,537$834K0.0%-1.4%0.003%
10/14/2026B. Riley Wealth Advisors Inc.29,729$2.35M0.1%N/A0.007%
10/14/2026Krilogy Financial LLC11,496$898K0.0%+26.6%0.003%
10/14/2026Affinity Capital Advisors LLC391,961$30.65M3.6%-11.4%0.096%
10/13/2026Lineweaver Wealth Advisors LLC78,439$6.21M0.7%+0.6%0.019%
10/13/2026Forvis Mazars Wealth Advisors LLC9,661$765K0.0%N/A0.002%
10/13/2026Bouvel Investment Partners LLC40,729$3.22M0.8%+0.6%0.010%
10/13/2026Madson Wealth Advisors Inc3,117$247K0.2%-51.5%0.001%
10/13/2026Sax Wealth Advisors LLC177,992$14.09M0.4%-0.7%0.043%
10/13/2026Fragasso Financial Advisors Inc10,219$799K0.0%N/A0.002%
10/13/2026Fermata Advisors LLC16,040$1.27M0.2%-2.0%0.004%
10/13/2026Avior Wealth Management LLC2,937$232K0.0%N/A0.001%
10/10/2026RTD Financial Advisors Inc.156,174$12.36M1.4%-1.2%0.038%
10/10/2026Friday Financial7,888$614K0.1%+3.1%0.002%
10/9/2026Sound Income Strategies LLC3,483$272K0.0%-68.3%0.001%
10/9/2026Balefire LLC19,454$1.54M0.2%+45.4%0.005%
10/9/2026Wedmont Private Capital7,290$568K0.0%+80.6%0.002%
10/9/2026McNaughton Wealth Management LLC56,605$4.48M1.6%+8.0%0.014%
10/9/2026Hardin Capital Partners LLC14,741$1.17M0.5%+11.2%0.004%
10/9/2026Integrated Capital Management Inc.278,334$22.03M15.8%N/A0.068%
10/9/2026Eclectic Associates Inc. ADV2,992$237K0.0%N/A0.001%
10/9/2026Market Street Wealth Management Advisors LLC59,940$4.74M0.7%-1.1%0.015%
10/9/2026Monument Capital Management4,101$325K0.1%-7.1%0.001%
10/9/2026Diversified Management Inc.8,073$639K0.1%N/A0.002%
10/9/2026First Heartland Consultants Inc.14,507$1.15M0.1%N/A0.004%
10/9/2026GAMMA Investing LLC6,804$538K0.0%+31.2%0.002%
10/8/2026Factor Wealth Management LTD25,960$2.05M0.3%+98.5%0.006%
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10/8/2026Hamilton Capital LLC2,380,631$188.40M10.6%N/A0.581%
10/8/2026Farther Finance Advisors LLC329,452$26.07M0.2%-6.2%0.080%
10/8/2026CoreCap Advisors LLC88,680$7.02M0.2%-11.1%0.022%
10/8/2026Atwood & Palmer Inc.411$33K0.0%N/A0.000%
10/8/2026Apeiron RIA LLC56,354$4.39M1.0%-40.7%0.014%
10/8/2026Apella Capital LLC113,348$8.85M0.1%-1.4%0.028%
10/8/2026Avidian Wealth Enterprises LLC20,763$1.64M0.0%N/A0.005%
10/7/2026Venture Visionary Partners LLC4,195$332K0.0%+5.5%0.001%
10/7/2026Retirement Wealth Solutions LLC55,643$4.40M2.3%+15.6%0.014%
10/7/2026Cooper Financial Group11,152$883K0.1%-5.4%0.003%
10/7/2026Canandaigua National Trust Co of Florida2,585$205K0.1%N/A0.001%
10/7/2026SigFig Wealth Management LLC42,505$3.36M0.1%-3.0%0.010%
10/7/2026American National Bank & Trust3,262$258K0.0%-44.2%0.001%
10/7/2026Asempa Wealth Advisors29,401$2.29M1.8%-4.3%0.007%
10/7/2026Waller Financial Planning Group Inc.549,236$43.47M8.8%+5.6%0.134%
10/6/2026Bangor Savings Bank891$71K0.0%N/A0.000%
10/6/2026Central Pacific Bank Trust Division150,427$11.91M1.3%+4.5%0.037%
10/5/2026Tompkins Financial Corp1,467$116K0.0%N/A0.000%
10/5/2026Baker Tilly Wealth Management LLC8,429$667K0.1%-5.5%0.002%
10/5/2026Eastern Bank399$32K0.0%N/A0.000%
10/5/2026Rockland Trust Co.73,988$5.86M0.2%N/A0.018%
10/5/2026Collective Family Office LLC56,937$4.51M1.0%+0.9%0.014%
10/5/2026MassMutual Private Wealth & Trust FSB6,300$499K0.0%-40.2%0.002%
10/2/2026 First Citizens Financial Corp19,107$1.51M0.6%-1.1%0.005%
10/2/2026 Private Client Services LLC2,545$201K0.1%N/A0.001%
10/1/2026 Montecito Bank & Trust96,467$7.63M1.2%-21.9%0.024%
10/1/2026 Coastline Trust Co540$43K0.0%N/A0.000%
9/23/2026QRG Capital Management Inc.33,964$2.60M0.0%+7.4%0.008%
9/23/2026Envestnet Portfolio Solutions Inc.1,783,999$136.57M0.6%-58.0%0.435%
9/23/2026Envestnet Asset Management Inc.32,274,634$2.47B0.4%-45.9%7.872%
9/15/2026Anchor Investment Management LLC2,277$174K0.0%+42.5%0.001%
9/15/2026Cherry Tree Wealth Management LLC8,737$669K0.1%-11.2%0.002%
9/9/2026Sequoia Financial Advisors LLC203,677$15.59M0.1%+1.6%0.050%
9/9/2026Van Hulzen Asset Management LLC167,256$12.80M0.9%-1.0%0.041%
9/9/2026Cahill Financial Advisors Inc.64,079$4.91M0.5%-0.2%0.016%
9/9/2026Capital Analysts LLC103,493$7.92M0.2%-37.9%0.025%
9/9/2026Summit Financial Strategies Inc.32,434$2.48M0.2%-12.0%0.008%
9/9/2026Capital Advantage Inc.111,938$8.57M1.0%-1.1%0.027%
9/9/2026NorthRock Partners LLC95,082$7.28M0.1%-2.4%0.023%
9/9/2026Integrated Wealth Concepts LLC280,854$21.50M0.1%-1.8%0.069%
9/9/2026RFG Advisory LLC23,723$1.82M0.0%-5.6%0.006%
9/9/2026NewEdge Advisors LLC1,235,409$94.57M0.3%-49.4%0.301%
9/9/2026Pointe Capital Management LLC13,904$1.06M0.5%+15.2%0.003%
9/9/2026IFP Advisors Inc37,623$2.88M0.1%-46.3%0.009%
9/9/2026Squarepoint Ops LLC15,057$1.15M0.0%-74.7%0.004%
9/9/2026Baird Financial Group Inc.2,670,449$204.42M0.3%-1.7%0.651%
9/9/2026Centerline Wealth Advisors LLC142,167$10.88M3.4%+25.9%0.035%
9/9/2026XY Planning Network Inc.5,157$395K0.0%-85.8%0.001%
9/8/2026Allworth Financial LP134,709$10.31M0.0%-2.2%0.033%
9/8/2026Waverly Advisors LLC505,703$38.71M0.2%+0.1%0.123%
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9/4/2026Parkside Financial Bank & Trust79,629$6.10M0.4%+5.3%0.019%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group119,863$9.18M0.9%-52.7%0.029%
9/2/20261607 Capital Partners LLC593,884$45.46M2.2%+112.9%0.145%
8/28/2026Cornerstone Financial Management LLC36,079$2.76M2.2%+5.0%0.009%
8/27/2026Corient Private Wealth LP226,909$17.37M0.0%+1.4%0.055%
8/27/2026Tucker Asset Management LLC1,590$122K0.0%+27.8%0.000%
8/26/2026HORAN Wealth LLC28,505$2.18M0.3%+9.2%0.007%
8/25/2026Advus Financial Partners LLC95,545$7.31M1.7%-8.2%0.023%
8/23/2026Hyundai Investments Co. Ltd.7,136$546K0.6%+172.9%0.002%
8/23/2026Ameritas Advisory Services LLC14,638$1.12M0.0%+372.0%0.004%


EFV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,285 institutional investors and hedge funds held shares of iShares MSCI EAFE Value ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($2.47B), 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 1,161 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), Hamilton Capital LLC ($5.79M), Flow Traders U.S. LLC ($4.60M), and MML Investors Services LLC ($4.51M).

Institutional investors have bought a total of 361,025,459 shares in the last 24 months. This purchase volume represents approximately $25.80B in transactions.

Of the 560 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. ($37.04M), Envestnet Portfolio Solutions Inc. ($4.02M), JPMorgan Chase & Co. ($2.52M), NewEdge Advisors LLC ($1.69M), Jones Financial Companies Lllp ($1.56M), Northwestern Mutual Wealth Management Co. ($1.54M), and M&T Bank Corp ($1.42M).

Institutional investors have sold a total of 73,985,761 shares in the last 24 months. This volume of shares sold represents approximately $5.37B in transactions.


Related Companies

Institutional ownership data for BATS:EFV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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