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BATS:EFV

iShares MSCI EAFE Value ETF (EFV) Institutional Ownership

$47.26
-0.25 (-0.53%)
(As of 10/4/2023 ET)
Compare
Today's Range
$46.91
$47.43
50-Day Range
$47.51
$51.05
52-Week Range
$49.15
$59.57
Volume
1.98 million shs
Average Volume
N/A
Market Capitalization
$15.88 billion
Assets Under Management
$16.55 billion
Dividend Yield
3.70%
Net Expense Ratio
0.34%

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

Number of
Institutional Buyers
(last 12 months)
646
Total
Institutional Inflows
(last 12 months)
$44.68 B
Number of
Institutional Sellers
(last 12 months)
488
Total
Institutional Outflows
(last 12 months)
$3.24 B
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/4/2023Massmutual Trust Co. FSB ADV9,206$0.45M0.0%+5.6%0.003%
9/21/2023Baystate Wealth Management LLC53,553$2.62M0.2%+11.2%0.016%
9/12/2023Farther Finance Advisors LLC115,506$5.65M1.2%+9.0%0.034%
9/8/2023Tucker Asset Management LLC1,101$54K0.0%+87.9%0.000%
9/7/2023Scarborough Advisors LLC208,307$10.20M2.4%-6.2%0.062%
9/5/2023Covenant Partners LLC602,582$29.49M10.6%+4.9%0.179%
9/1/2023Portside Wealth Group LLC7,675$0.38M0.0%N/A0.002%
8/25/2023Strategy Asset Managers LLC4,467$0.22M0.0%-14.2%0.001%
8/24/2023Arlington Capital Management Inc.13,330$0.65M0.6%+12.1%0.004%
8/23/2023TNF LLC196,758$9.63M4.2%+1.2%0.059%
8/21/2023BOKF NA353,362$17.29M0.4%-4.3%0.105%
8/21/2023Osaic Holdings Inc.4,167,877$204M0.4%-0.4%1.240%
8/17/2023Orion Portfolio Solutions LLC270,218$13.22M0.1%+33.9%0.080%
8/17/2023Coppell Advisory Solutions LLC2,710$0.13M0.0%N/A0.001%
8/17/2023Imprint Wealth LLC23,446$2.35M0.1%N/A0.007%
8/16/2023Wambolt & Associates LLC63,778$3.12M0.6%-1.3%0.019%
8/16/2023CreativeOne Wealth LLC16,948$0.83M0.0%+9.4%0.005%
8/15/2023Alliancebernstein L.P.2,660,858$130.22M0.1%-0.7%0.792%
8/15/2023Equitable Holdings Inc.62,554$3.06M0.0%-7.2%0.019%
8/15/2023High Falls Advisors Inc311,879$15.26M4.4%+0.8%0.093%
8/15/2023Staley Capital Advisers Inc.126,030$6.17M0.3%+0.6%0.038%
8/15/2023Imprint Wealth LLC23,446$2.35M0.0%N/A0.007%
8/15/2023Wells Fargo & Company MN2,511,016$122.89M0.0%+3.9%0.747%
8/15/2023Girard Partners LTD.67,973$3.33M0.4%-3.1%0.020%
8/15/2023Atlas Capital Advisors LLC124,443$6.09M0.9%-2.3%0.037%
8/15/2023Cornerstone Planning Group LLC16,049$0.79M0.3%N/A0.005%
8/15/2023Natixis Advisors L.P.500,980$24.52M0.1%-1.9%0.149%
8/15/2023SkyView Investment Advisors LLC36,317$1.78M0.4%+6.0%0.011%
8/15/2023Moneta Group Investment Advisors LLC219,294$10.73M0.2%+1.3%0.065%
8/15/2023Integrated Wealth Concepts LLC1,051,011$51.44M0.9%+5.3%0.313%
8/15/2023Raymond James Trust N.A.36,403$1.78M0.1%+19.4%0.011%
8/15/2023Benjamin F. Edwards & Company Inc.31,848$1.56M0.1%+0.9%0.009%
8/15/2023Colony Group LLC19,450$0.95M0.0%-88.4%0.006%
8/15/2023Parkside Financial Bank & Trust62,685$3.07M0.7%+9.8%0.019%
8/15/2023IHT Wealth Management LLC16,808$0.82M0.0%+8.1%0.005%
8/15/2023Centaurus Financial Inc.17,742$0.87M0.1%-55.1%0.005%
8/15/2023Goldman Sachs Group Inc.457,112$22.37M0.0%+3.7%0.136%
8/15/2023Wealthsource Partners LLC631,880$30.92M2.0%-4.3%0.188%
8/15/2023Belpointe Asset Management LLC6,152$0.30M0.0%-85.6%0.002%
8/15/2023Harbour Investments Inc.62,355$3.05M0.2%+13.2%0.019%
8/15/2023Waverly Advisors LLC40,479$1.98M0.1%+66.4%0.012%
8/15/2023Captrust Financial Advisors348,557$17.06M0.1%-12.1%0.104%
8/15/2023MMA Asset Management LLC35,822$1.75M1.1%+14.1%0.011%
8/15/2023KB Financial Partners LLC34,347$1.68M0.5%+4.6%0.010%
8/15/2023Quantitative Investment Management LLC48,796$2.39M0.2%+92.2%0.015%
8/15/2023Royal Bank of Canada983,490$48.13M0.0%-24.4%0.293%
8/15/2023Rockefeller Capital Management L.P.370,381$18.13M0.1%+30.7%0.110%
8/15/2023Segall Bryant & Hamill LLC6,697$0.33M0.0%+15.4%0.002%
8/15/2023Stifel Financial Corp586,003$28.68M0.0%-2.1%0.174%
8/15/2023Balentine LLC30,226$1.48M0.0%-99.0%0.009%
8/15/2023Beacon Pointe Advisors LLC1,007,838$49.32M0.8%+24.8%0.300%
8/15/2023Cahill Financial Advisors Inc.277,253$13.57M2.2%+9.2%0.083%
8/15/2023Citadel Advisors LLC90,262$4.42M0.0%-51.3%0.027%
8/14/2023New Republic Capital LLC6,024$0.30M0.2%N/A0.002%
8/14/2023Mercer Global Advisors Inc. ADV513,330$25.12M0.1%+18.6%0.153%
8/14/2023Client 1ST Advisory Group LLC173,893$8.51M4.5%-13.4%0.052%
8/14/2023Orion Portfolio Solutions LLC45,484$13.22M0.1%-77.5%0.014%
8/14/2023Keebeck Wealth Management LLC142,342$6.97M1.0%+12.2%0.042%
8/14/2023Gallagher Fiduciary Advisors LLC12,736$0.62M0.0%+4.3%0.004%
8/14/2023United Capital Financial Advisers LLC20,627$1.01M0.0%-90.4%0.006%
8/14/2023Sowell Financial Services LLC33,872$1.66M0.1%+5.7%0.010%
8/14/2023Gilbert & Cook Inc.17,253$0.84M0.1%-48.9%0.005%
8/14/2023IFP Advisors Inc97,200$4.76M0.2%+0.6%0.029%
8/14/2023Resurgent Financial Advisors LLC6,464$0.32M0.2%+9.4%0.002%
8/14/2023Morningstar Investment Services LLC1,548,716$75.06M1.0%-41.7%0.461%
8/14/2023Perennial Investment Advisors LLC8,347$0.41M0.1%-2.8%0.002%
8/14/2023Two Sigma Securities LLC4,170$0.20M0.0%-36.7%0.001%
8/14/2023Mcmorgan & Co. LLC577,386$28.26M5.3%-8.5%0.172%
8/14/2023MML Investors Services LLC2,699,883$132.13M0.7%+13.7%0.804%
8/14/2023First Foundation Advisors10,725$0.53M0.0%N/A0.003%
8/14/2023Buckingham Strategic Partners141,999$6.95M0.4%-1.1%0.042%
8/14/2023Swmg LLC123,104$6.03M3.2%-10.6%0.037%
8/14/2023Snowden Capital Advisors LLC95,696$4.68M0.2%-5.9%0.028%
8/14/2023Thrivent Financial for Lutherans801,794$38.86M0.1%+1.6%0.239%
8/14/2023Partners Capital Investment Group LLP72,200$3.53M0.1%+1,093.8%0.021%
8/14/2023Cerity Partners LLC129,644$6.34M0.0%+4.6%0.039%
8/14/2023Glenview Trust Co8,884$0.44M0.0%+82.0%0.003%
8/14/2023Prelude Capital Management LLC7,580$0.37M0.0%+44.7%0.002%
8/11/2023SageView Advisory Group LLC17,858$0.87M0.0%N/A0.005%
8/11/2023FLC Capital Advisors19,122$0.94M0.3%-42.0%0.006%
8/11/2023Robertson Stephens Wealth Management LLC32,886$1.61M0.1%+6.2%0.010%
8/11/2023Regal Investment Advisors LLC101,717$4.98M0.4%+0.2%0.030%
8/11/2023Pinebridge Investments L.P.26,230$1.28M0.0%N/A0.008%
8/11/2023Renaissance Technologies LLC92,800$4.54M0.0%N/A0.028%
8/11/2023Cibc World Market Inc.46,520$2.28M0.0%-0.7%0.014%
8/11/2023Baird Financial Group Inc.267,277$13.08M0.0%-86.9%0.080%
8/11/2023Credit Suisse AG6,403$0.31M0.0%N/A0.002%
8/11/2023Security Financial Services INC.150,337$7.36M2.1%-3.6%0.045%
8/11/2023BlackRock Inc.5,902,071$288.85M0.0%+3.1%1.757%
8/11/2023Summit Financial LLC5,624$0.28M0.0%N/A0.002%
8/11/2023Buckingham Strategic Wealth LLC955,350$46.76M0.7%-2.9%0.284%
8/11/2023Visionary Wealth Advisors17,070$0.84M0.1%+52.9%0.005%
8/11/2023Kestra Advisory Services LLC316,518$15.49M0.2%-5.8%0.094%
8/11/2023Hsbc Holdings PLC29,342$1.44M0.0%-0.8%0.009%
8/11/2023Huntington National Bank51,167$2.50M0.0%-2.7%0.015%
8/11/2023O Shaughnessy Asset Management LLC8,169$0.40M0.0%+276.8%0.002%
8/11/2023Financial Engines Advisors L.L.C.32,028$1.57M0.0%+16.9%0.010%
8/11/2023Franklin Resources Inc.37,269$1.82M0.0%+9.6%0.011%
8/11/2023Geisinger Health354,336$17.34M5.6%-35.0%0.105%
8/11/2023TRUE Private Wealth Advisors24,695$1.21M0.2%+39.2%0.007%
(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, 926 institutional investors and hedge funds held shares of iShares MSCI EAFE Value ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($2.26B), Graham Capital Wealth Management LLC ($794.12M), Jones Financial Companies Lllp ($790.54M), FMR LLC ($760.72M), Jane Street Group LLC ($542.70M), Morgan Stanley ($519.74M), and US Bancorp DE ($488.62M).Learn more on EFV's institutional investors.

Which institutional investors have been buying iShares MSCI EAFE Value ETF stock?

Of the 864 institutional investors that purchased iShares MSCI EAFE Value ETF 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 ($618.56M), Moneta Group Investment Advisors LLC ($228.66M), CFS Investment Advisory Services LLC ($19.95M), Envestnet Asset Management Inc. ($17.55M), Jane Street Group LLC ($12.24M), CWM LLC ($7.60M), and JPMorgan Chase & Co. ($7.50M).

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

Institutional investors have bought a total of 1,027,594,893 shares in the last 24 months. This purchase volume represents approximately $49.36B in transactions.

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

Of the 596 institutional investors that sold iShares MSCI EAFE Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($22.11M), CFS Investment Advisory Services LLC ($19.28M), BlackRock Inc. ($4.98M), CWM LLC ($3.54M), Natixis Advisors L.P. ($3.48M), Northern Trust Corp ($3.33M), and Balentine LLC ($2.94M).

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

Institutional investors have sold a total of 120,502,648 shares in the last 24 months. This volume of shares sold represents approximately $5.53B in transactions.


This page (BATS:EFV) was last updated on 10/4/2023 by MarketBeat.com Staff

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