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iShares MSCI EAFE Value ETF (EFV) Institutional Ownership

iShares MSCI EAFE Value ETF logo
$80.07 -0.05 (-0.06%)
Closing price 04:10 PM Eastern
Extended Trading
$80.08 +0.01 (+0.01%)
As of 05:41 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE Value ETF (BATS:EFV)

Number of
Institutional Buyers
(last 12 months)
730
Total
Institutional Inflows
(last 12 months)
$25.60B
Number of
Institutional Sellers
(last 12 months)
560
Total
Institutional Outflows
(last 12 months)
$5.39B
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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
9/23/2026 QRG Capital Management Inc.33,964$2.60M0.0%+7.4%0.008%
9/23/2026 Envestnet Portfolio Solutions Inc.1,783,999$136.57M0.6%-58.0%0.435%
9/23/2026 Envestnet Asset Management Inc.32,274,634$2.47B0.4%-45.9%7.872%
9/15/2026 Anchor Investment Management LLC2,277$174K0.0%+42.5%0.001%
9/15/2026 Cherry Tree Wealth Management LLC8,737$669K0.1%-11.2%0.002%
9/9/2026 Sequoia Financial Advisors LLC203,677$15.59M0.1%+1.6%0.050%
9/9/2026 Van Hulzen Asset Management LLC167,256$12.80M0.9%-1.0%0.041%
9/9/2026 Cahill Financial Advisors Inc.64,079$4.91M0.5%-0.2%0.016%
9/9/2026 Capital Analysts LLC103,493$7.92M0.2%-37.9%0.025%
9/9/2026 Summit Financial Strategies Inc.32,434$2.48M0.2%-12.0%0.008%
9/9/2026 Capital Advantage Inc.111,938$8.57M1.0%-1.1%0.027%
9/9/2026 NorthRock Partners LLC95,082$7.28M0.1%-2.4%0.023%
9/9/2026 Integrated Wealth Concepts LLC280,854$21.50M0.1%-1.8%0.069%
9/9/2026 RFG Advisory LLC23,723$1.82M0.0%-5.6%0.006%
9/9/2026 NewEdge Advisors LLC1,235,409$94.57M0.3%-49.4%0.301%
9/9/2026 Pointe Capital Management LLC13,904$1.06M0.5%+15.2%0.003%
9/9/2026 IFP Advisors Inc37,623$2.88M0.1%-46.3%0.009%
9/9/2026 Squarepoint Ops LLC15,057$1.15M0.0%-74.7%0.004%
9/9/2026 Baird Financial Group Inc.2,670,449$204.42M0.3%-1.7%0.651%
9/9/2026 Centerline Wealth Advisors LLC142,167$10.88M3.4%+25.9%0.035%
9/9/2026 XY Planning Network Inc.5,157$395K0.0%-85.8%0.001%
9/8/2026 Allworth Financial LP134,709$10.31M0.0%-2.2%0.033%
9/8/2026 Waverly Advisors LLC505,703$38.71M0.2%+0.1%0.123%
9/4/2026 Parkside 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%
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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%
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%
Bank of America: 'Digital Dollar Inevitable' (Ad)

Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the digital dollar. They gave us the timeline… 2025 to 2030. We're in that window right now. Once the digital dollar launches, every transaction you make will be tracked. Your spending could be controlled. Your accounts could be frozen. Over 4,500 investors have already used this legal backdoor to hold assets CBDCs can't freeze and generate yields the Federal Reserve can't touch.tc pixel

Watch how to access the legal backdoor before it closes.
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%


EFV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,278 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 1,156 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 358,604,833 shares in the last 24 months. This purchase volume represents approximately $25.60B 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 74,198,071 shares in the last 24 months. This volume of shares sold represents approximately $5.39B 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 9/23/2026. New 13F filings are added each quarter as they're published.
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