Go Pro
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free EFV Stock Alerts

iShares MSCI EAFE Value ETF (EFV) Institutional Ownership

iShares MSCI EAFE Value ETF logo
$81.97 +0.06 (+0.07%)
As of 08/14/2026 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)
726
Total
Institutional Inflows
(last 12 months)
$25.58B
Number of
Institutional Sellers
(last 12 months)
555
Total
Institutional Outflows
(last 12 months)
$3.07B
Get EFV Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares MSCI EAFE Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
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%
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%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
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%
7/7/2026 180 Wealth Advisors LLC68,633$5.25M0.5%-7.4%0.017%
7/7/2026 First Citizens Financial Corp19,313$1.48M0.6%+7.1%0.005%
7/7/2026 Foster Group Inc.10,683$818K0.0%-3.7%0.003%
7/7/2026 Integral Investment Advisors Inc.3,000$230K0.1%-25.0%0.001%
7/7/2026 Balefire LLC13,382$1.02M0.2%+134.9%0.003%
7/7/2026 McNaughton Wealth Management LLC52,401$4.01M1.4%-38.8%0.013%
7/7/2026 GAMMA Investing LLC5,186$397K0.0%+40.9%0.001%
7/7/2026 Avior Wealth Management LLC3,104$238K0.0%-71.2%0.001%
7/7/2026 Harbor Investment Advisory LLC1,068$82K0.0%-83.0%0.000%
7/7/2026 Central Pacific Bank Trust Division143,948$11.02M1.1%+122.9%0.035%
7/7/2026 Canandaigua National Bank & Trust Co.4,338$332K0.0%N/A0.001%
7/7/2026 Arlington Trust Co LLC4,258$326K0.0%+3.5%0.001%
7/7/2026 Waller Financial Planning Group Inc.519,921$39.80M8.2%+1.7%0.127%
7/7/2026 Ridgeline Wealth LLC26,401$2.02M1.2%-1.2%0.006%
7/7/2026 CoreCap Advisors LLC99,709$7.63M0.2%-21.1%0.024%
7/7/2026 Pacific Excel Wealth Advisors Inc.12,622$966K0.4%+106.8%0.003%
7/6/2026 Stonebridge Financial Group LLC4,887$374K0.0%+43.5%0.001%
7/6/2026 Trilogy Capital Inc.3,631$278K0.0%-51.2%0.001%
6/26/2026 WealthPoint Financial LLC23,839$1.77M1.4%-47.4%0.006%
6/24/2026Redwood Investment Management LLC33,560$2.50M0.3%-41.6%0.008%
6/18/2026Western Wealth Management LLC24,308$1.81M0.1%+38.2%0.006%
6/10/2026 FAS Wealth Partners Inc.261,321$19.43M1.2%-3.1%0.064%
6/4/2026 Town Capital LLC15,143$1.13M0.9%-80.2%0.004%
6/3/2026 NewEdge Advisors LLC2,443,575$181.68M0.7%+20.0%0.596%
6/1/2026Concorde Asset Management LLC27,486$2.04M1.0%-3.5%0.007%
6/1/2026 Dala Group LLC4,280$318K0.3%N/A0.001%
5/29/2026 Asset Dedication LLC12,631$939K0.1%+2.4%0.003%
5/28/2026 Maripau Wealth Management LLC15,500$1.15M0.5%-26.7%0.004%
5/27/2026 Security Financial Services INC.50,411$3.75M0.6%-66.8%0.012%
5/26/2026 Glenmede Trust Co. NA115,836$8.61M0.0%+0.9%0.028%
5/22/2026Wellington Grp LLC2,478$184K0.1%+399.6%0.001%
5/22/2026 Verus 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%
5/19/2026Western Wealth Management LLC24,308$1.81M0.1%+38.2%0.006%
5/19/2026Bank of America Corp DE10,342,735$768.98M0.1%+7.7%2.523%
5/19/2026Centaurus 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%
5/18/2026Royal Bank of Canada2,699,497$200.71M0.0%-13.5%0.658%
5/16/2026Excelsior 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%
5/15/2026Bradley Foster & Sargent Inc. CT47,436$3.53M0.1%-15.0%0.012%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
5/15/2026Matrix Private Capital Group LLC1,322$98K0.0%N/A0.000%
5/15/2026Waverly 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%
5/14/2026Modern 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%
5/14/2026Gibbs Wealth Management14,014$1.04M0.1%N/A0.003%
5/14/2026 American Financial Advisors LLC12,302$915K0.1%-5.3%0.003%


EFV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,259 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 1,138 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 358,413,428 shares in the last 24 months. This purchase volume represents approximately $25.58B in transactions.

Of the 552 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), Thrivent Financial for Lutherans ($1.58M), Envestnet Portfolio Solutions Inc. ($1.56M), 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 44,167,899 shares in the last 24 months. This volume of shares sold represents approximately $3.07B 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 8/14/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel