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iShares MSCI EAFE Value ETF (EFV) Institutional Ownership

iShares MSCI EAFE Value ETF logo
$82.84 -0.24 (-0.29%)
As of 03:10 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)
729
Total
Institutional Inflows
(last 12 months)
$25.60B
Number of
Institutional Sellers
(last 12 months)
556
Total
Institutional Outflows
(last 12 months)
$2.99B
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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
9/4/2026Parkside Financial Bank & Trust79,629$6.10M0.4%+5.3%0.019%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group119,863$9.18M0.9%-52.7%0.029%
9/2/2026 1607 Capital Partners LLC593,884$45.46M2.2%+112.9%0.145%
8/28/2026 Cornerstone Financial Management LLC36,079$2.76M2.2%+5.0%0.009%
8/27/2026 Corient Private Wealth LP226,909$17.37M0.0%+1.4%0.055%
8/27/2026 Tucker Asset Management LLC1,590$122K0.0%+27.8%0.000%
8/26/2026 HORAN Wealth LLC28,505$2.18M0.3%+9.2%0.007%
8/25/2026 Advus Financial Partners LLC95,545$7.31M1.7%-8.2%0.023%
8/23/2026 Hyundai Investments Co. Ltd.7,136$546K0.6%+172.9%0.002%
8/23/2026 Ameritas Advisory Services LLC14,638$1.12M0.0%+372.0%0.004%
8/23/2026 Guardian Wealth Advisors LLC NC175,178$13.41M0.8%+2.3%0.043%
8/23/2026 Wedmont Private Capital4,036$316K0.0%-8.5%0.001%
8/23/2026 Kintra Wealth LLC13,631$1.12M0.1%+54.8%0.003%
8/23/2026 Endeavor Private Wealth Inc.55,754$4.27M1.0%-40.5%0.014%
8/23/2026 Beaird Harris Wealth Management LLC5,291$405K0.0%+8.2%0.001%
8/23/2026 Operose Advisors LLC21,795$1.67M0.3%-2.2%0.005%
8/23/2026 HB Wealth Management LLC32,386$2.48M0.0%+76.3%0.008%
8/23/2026 Hutchens & Kramer Investment Management Group LLC9,991$765K0.2%-44.5%0.002%
8/23/2026 Unique Wealth LLC185,555$14.20M1.7%+23.3%0.045%
8/22/2026 Advisory Solutions Group LLC32,320$2.47M0.8%N/A0.008%
8/22/2026 Rose Capital Advisors LLC33,011$2.53M1.3%N/A0.008%
8/22/2026 Schuylkill Financial LLC53,105$4.07M3.7%N/A0.013%
8/22/2026 Compass Financial Management LLC875$71K0.0%N/A0.000%
8/22/2026 NBH Bank332$25K0.0%N/A0.000%
8/22/2026 Gainline Financial Partners LLC4,081$312K0.3%N/A0.001%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC18,151$1.39M0.5%N/A0.004%
8/22/2026 SeedSafe Financial LLC17,148$1.31M0.9%N/A0.004%
8/22/2026 Montgomery Financial Services LLC91,634$7.02M6.1%N/A0.022%
8/22/2026 Highland Investment Advisors LLC3,422$262K0.1%N/A0.001%
8/22/2026 Timbuktu Capital Management LLC368$28K0.0%N/A0.000%
8/22/2026 Strive Financial Group LLC993$76K0.0%N/A0.000%
8/22/2026 Cassilly Financial Group LLC7,363$564K0.4%-71.7%0.002%
8/22/2026 Blalock Williams LLC21,553$1.65M1.1%-52.5%0.005%
8/22/2026 Elevation Wealth Management LLC5,069$388K0.3%-25.5%0.001%
8/22/2026 BAM Wealth Management LLC5,267$403K0.3%-12.7%0.001%
8/22/2026 Cornerstone Advisors Asset Management LLC7,480$573K0.1%+2.6%0.002%
8/22/2026 Shum Financial Group Inc.155,552$11.91M6.5%+3.6%0.038%
8/22/2026 SMART Wealth LLC40,479$3.10M0.7%+121.8%0.010%
8/22/2026 Retirement Wealth Solutions LLC48,153$3.69M2.0%-24.1%0.012%
8/22/2026 LifePlan Investment Advisors Inc.21,008$1.61M0.6%-53.4%0.005%
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8/22/2026 NWF Advisory Services Inc.9,814$751K0.1%+73.8%0.002%
8/22/2026 Sapient Capital LLC2,808$215K0.0%N/A0.001%
8/22/2026 TD Waterhouse Canada Inc.160,087$12.26M0.0%+57.8%0.039%
8/22/2026 United Community Bank1,414$108K0.0%+812.3%0.000%
8/22/2026 Kickstand Ventures LLC.83,296$6.38M1.2%-1.7%0.020%
8/22/2026 Concurrent Investment Advisors LLC411,458$31.50M0.3%+27.8%0.100%
8/21/2026 Continuum Advisory LLC6,244$478K0.0%-29.3%0.002%
8/21/2026 Beacon Financial Advisory LLC14,297$1.09M0.2%-26.6%0.003%
8/21/2026 First Citizens Financial Corp19,313$1.48M0.6%+7.1%0.005%
8/21/2026 Sound Financial Strategies Group LLC17,619$1.35M0.9%+0.8%0.004%
8/21/2026 Symphony Financial Ltd. Co.3,027$232K0.0%N/A0.001%
8/21/2026 Independence Bank of Kentucky21,183$1.62M0.2%-1.5%0.005%
8/21/2026 Acorn Wealth Advisors LLC3,023$231K0.1%-12.8%0.001%
8/21/2026 Financial Life Advisors229,096$17.54M5.0%-2.4%0.056%
8/20/2026 Rehmann Capital Advisory Group3,249$249K0.0%-20.2%0.001%
8/20/2026 Greenleaf Trust348,034$32.09M0.3%+45.3%0.085%
8/19/2026 Navellier & Associates Inc.59,966$5.87M0.5%+79.9%0.015%
8/15/2026 First Bancorp Inc ME540$41K0.0%N/A0.000%
8/14/2026 Cullen Capital Management LLC38,095$2.92M0.0%N/A0.009%
8/12/2026 Compass Financial Management LLC875$71K0.0%N/A0.000%
8/12/2026 Heartland Bank & Trust Co2,641$202K0.0%N/A0.001%
7/10/2026 Insight Wealth Strategies LLC6,336$484K0.0%+39.3%0.002%
7/10/2026 JFS Wealth Advisors LLC10,784$825K0.0%-56.0%0.003%
7/10/2026 Ocean Park Asset Management LLC111,377$8.53M0.4%N/A0.027%
7/10/2026 City Holding Co.3,260$250K0.0%+5,333.3%0.001%
7/10/2026 Prosperity Planning Inc.4,173$319K0.1%-28.8%0.001%
7/10/2026 Spinnaker Investment Group LLC3,955$303K0.0%N/A0.001%
7/10/2026 Community Financial Services Group LLC875$67K0.0%N/A0.000%
7/10/2026 Fulton Bank N.A.2,677$205K0.0%-11.4%0.001%
7/10/2026 Wealthcare Advisory Partners LLC120,520$9.23M0.2%+1.4%0.029%
7/10/2026 Warner Financial Inc.48,045$3.68M1.1%+2.4%0.012%
7/10/2026 FFG Retirement Advisors LLC36,896$2.82M1.5%-34.0%0.009%
7/9/2026 Financial Management Professionals Inc.12,070$924K0.1%-10.2%0.003%
7/9/2026 Revolve Wealth Partners LLC37,314$2.86M0.3%-2.2%0.009%
7/9/2026 Centurion Wealth Management LLC54,729$4.19M1.0%+2.2%0.013%
7/9/2026 Sapient Capital LLC2,808$215K0.0%N/A0.001%
7/9/2026 World Equity Group Inc.9,658$739K0.2%-43.6%0.002%
7/9/2026 Next Level Private LLC3,747$287K0.1%-11.0%0.001%
7/9/2026 Focus Financial Network Inc.34,627$2.65M0.1%-68.2%0.008%
7/9/2026 Pettinga Financial Advisors LLC10,540$807K0.1%-77.6%0.003%
7/9/2026 Corepath Wealth Partners LLC77,248$6.00M3.7%-0.4%0.019%
7/9/2026 Sax Wealth Advisors LLC179,221$13.33M0.5%-0.9%0.044%
7/9/2026 Ehrlich Financial Group27,292$2.09M1.1%-11.5%0.007%
7/9/2026 Breakwater Capital Group29,966$2.29M0.3%-2.2%0.007%
7/9/2026 Affinity Capital Advisors LLC442,403$34.72M4.3%+4.3%0.108%
7/9/2026 Valeo Financial Advisors LLC13,315$1.02M0.0%+12.2%0.003%
7/8/2026 Beaird Harris Wealth Management LLC5,291$405K0.0%+8.2%0.001%
7/8/2026 Rockland Trust Co.75,265$5.76M0.2%-2.6%0.018%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.3,232$248K0.1%+21.9%0.001%
7/8/2026 Trust Point Inc.6,369$488K0.0%+8.9%0.002%
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7/8/2026 First Heartland Consultants Inc.15,177$1.16M0.1%-54.9%0.004%
7/8/2026 Cooper Financial Group11,789$902K0.1%-12.3%0.003%
7/8/2026 Brave Asset Management Inc.820,429$62.80M13.4%+11.2%0.200%
7/8/2026 Factor Wealth Management LTD13,075$1.00M0.2%-23.6%0.003%
7/8/2026 Apella Capital LLC114,996$8.98M0.1%-1.9%0.028%
7/8/2026 Evanson Financial LLC16,410$1.26M0.1%N/A0.004%
7/8/2026 Hardin Capital Partners LLC13,258$1.02M0.5%+4.1%0.003%
7/8/2026 Archer Investment Management LLC27,067$2.07M0.7%+11.7%0.007%
7/8/2026 Integrated Capital Management Inc.275,128$21.06M14.7%+5.7%0.067%
7/7/2026 Fermata Advisors LLC16,372$1.25M0.3%+91.6%0.004%


EFV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,277 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 358,566,476 shares in the last 24 months. This purchase volume represents approximately $25.60B in transactions.

Of the 556 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), JPMorgan Chase & Co. ($2.52M), Envestnet Portfolio Solutions Inc. ($1.56M), Jones Financial Companies Lllp ($1.56M), Northwestern Mutual Wealth Management Co. ($1.54M), M&T Bank Corp ($1.42M), and Park Avenue Securities LLC ($1.31M).

Institutional investors have sold a total of 42,909,254 shares in the last 24 months. This volume of shares sold represents approximately $2.99B 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 9/4/2026. New 13F filings are added each quarter as they're published.
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