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iShares MSCI EAFE Value ETF (EFV) Institutional Ownership

iShares MSCI EAFE Value ETF logo
$77.85 0.00 (0.00%)
As of 07/2/2026 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)
913
Total
Institutional Inflows
(last 12 months)
$29.52B
Number of
Institutional Sellers
(last 12 months)
605
Total
Institutional Outflows
(last 12 months)
$3.21B
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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
6/26/2026WealthPoint 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%
6/10/2026FAS Wealth Partners Inc.261,321$19.43M1.2%-3.1%0.064%
6/4/2026Town Capital LLC15,143$1.13M0.9%-80.2%0.004%
6/3/2026NewEdge 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%
6/1/2026Dala Group LLC4,280$318K0.3%N/A0.001%
5/29/2026Asset Dedication LLC12,631$939K0.1%+2.4%0.003%
5/28/2026Maripau Wealth Management LLC15,500$1.15M0.5%-26.7%0.004%
5/27/2026Security Financial Services INC.50,411$3.75M0.6%-66.8%0.012%
5/26/2026Glenmede Trust Co. NA115,836$8.61M0.0%+0.9%0.028%
5/22/2026Wellington Grp LLC2,478$184K0.1%+399.6%0.001%
5/22/2026Verus Capital Partners LLC56,496$4.20M0.3%-23.8%0.014%
5/21/2026J. Derek Lewis & Associates Inc.15,721$1.17M0.3%+2.3%0.004%
5/20/2026Arete 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%
5/19/2026Ashton Thomas Securities LLC80,841$6.01M0.8%N/A0.020%
5/19/2026Arkadios Wealth Advisors157,669$11.72M0.2%+41.3%0.038%
5/19/2026Arete Wealth Advisors LLC315,844$23.50M1.7%-4.3%0.077%
5/18/2026EverSource 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%
5/16/2026Quantinno Capital Management LP67,983$5.06M0.0%+64.9%0.017%
5/15/2026Gateway Wealth Partners LLC199,828$14.86M0.6%+191.7%0.049%
5/15/2026Valence8 US LP277,964$20.67M7.2%-22.7%0.068%
5/15/2026Van 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%
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%
5/15/2026Wealth Alliance LLC256,430$19.07M1.9%-3.6%0.063%
5/14/2026GC Wealth Management RIA LLC18,919$1.41M0.1%+5.8%0.005%
5/14/2026Compound Planning Inc.35,520$2.64M0.1%+60.2%0.009%
5/14/2026Klingman & Associates LLC3,157$235K0.0%N/A0.001%
5/14/2026Modern Wealth Management LLC185,208$13.94M0.2%+40.4%0.045%
5/14/2026Keebeck Wealth Management233,006$17.32M1.9%-2.4%0.057%
5/14/2026Gibbs Wealth Management14,014$1.04M0.1%N/A0.003%
5/14/2026American Financial Advisors LLC12,302$915K0.1%-5.3%0.003%
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5/14/2026Sei Investments Co.4,149$308K0.0%N/A0.001%
5/14/2026Lido Advisors LLC385,060$28.63M0.1%-1.2%0.094%
5/13/2026Cetera Investment Advisers3,915,091$291.09M0.3%+0.5%0.955%
5/13/2026Wealthspire Retirement LLC3,911$291K0.0%+6.8%0.001%
5/13/2026Dynamic Wealth Strategies LLC50,247$3.74M2.2%+2.2%0.012%
5/13/2026Sachem Hill LLC2,833$211K0.0%-31.5%0.001%
5/13/2026Measured Wealth Private Client Group LLC1,317$98K0.0%+95.1%0.000%
5/13/2026Signature Equity Partners LLC1,522$113K0.1%+44.3%0.000%
5/13/2026NewEdge Wealth LLC61,218$4.55M0.1%+35.3%0.015%
5/13/2026Alesco Advisors LLC An ESL Co1,297,475$96.47M2.5%-3.3%0.316%
5/8/2026PNC Financial Services Group Inc.3,044,443$226.35M0.1%+2.9%0.743%
5/8/2026HORAN Wealth LLC26,097$1.86M0.2%N/A0.006%
5/8/2026Wilkerson Advisory Group LLC19,727$1.47M0.5%-3.6%0.005%
5/8/2026Glenview Trust Co7,440$553K0.0%+68.4%0.002%
5/8/2026Cassaday & Co Wealth Management LLC8,275$615K0.0%+10.5%0.002%
5/8/2026Rice Partnership LLC1,220$91K0.0%+30.6%0.000%
5/8/2026Johnson Financial Group Inc.123,115$9.15M0.3%-5.6%0.030%
5/7/2026Cornerstone Advisors Asset Management LLC7,290$542K0.1%-11.8%0.002%
5/7/2026Meeder Advisory Services Inc.3,733$278K0.0%N/A0.001%
5/7/2026Wells Financial Advisors INC665$49K0.2%-67.6%0.000%
5/7/2026Scarborough Advisors LLC23,407$1.74M0.2%N/A0.006%
5/7/2026Balefire LLC5,696$423K0.1%-49.6%0.001%
5/7/2026Ironwood Investment Counsel LLC40,708$3.18M0.5%+0.6%0.010%
5/7/2026Koss Olinger Consulting LLC76,064$5.66M0.5%-10.9%0.019%
5/7/2026Regimen Wealth LLC19,806$1.47M0.4%-57.9%0.005%
5/7/2026Vision Retirement LLC21,932$1.63M0.5%-22.7%0.005%
5/7/2026World Equity Group Inc.17,135$1.27M0.3%+12.4%0.004%
5/7/2026Crescent Grove Advisors LLC7,312$544K0.1%+39.0%0.002%
5/6/2026GatePass Capital LLC12,317$916K0.4%-32.8%0.003%
5/6/2026Quadrant Private Wealth Management LLC116,996$8.70M1.3%+11.8%0.029%
5/6/2026Bartlett & CO. Wealth Management LLC3,605$275K0.0%+19.1%0.001%
5/6/2026Zhang Financial LLC71,515$5.32M0.2%+1.8%0.017%
5/6/2026Simon Quick Advisors LLC3,454$257K0.0%N/A0.001%
5/6/2026Cornerstone Planning Group LLC74,083$5.71M0.8%+26.9%0.018%
5/6/2026Modera Wealth Management LLC1,335,086$99.26M1.2%-10.7%0.326%
5/6/2026Assetmark Inc.124,520$9.26M0.0%-85.0%0.030%
5/6/2026Main Street Group LTD1,968$146K0.0%N/A0.000%
5/6/2026Angeles Wealth Management LLC1,579$117K0.0%-59.1%0.000%
5/6/2026Fiscal Wisdom Wealth Management LLC7,244$539K0.5%+39.7%0.002%
5/6/2026Bessemer Group Inc.6,018$448K0.0%+15.9%0.001%
5/6/2026SteelPeak Wealth LLC327,574$24.36M0.7%-10.1%0.080%
5/6/2026Allspring Global Investments Holdings LLC379,340$28.20M0.0%-9.9%0.093%
5/6/2026Sofi Wealth LLC956,754$71.14M3.4%-12.1%0.233%
5/6/2026Independent Financial Group LLC101,267$7.53M0.2%N/A0.025%
5/6/2026Prosperity Consulting Group LLC579,503$43.09M1.9%+2.0%0.141%
5/5/2026Quartz Partners LLC19,365$1.44M0.6%-9.7%0.005%
5/5/2026Lane Brothers & Co. Inc.6,771$503K0.4%-6.5%0.002%
5/5/2026Wealthfront Advisers LLC11,307$841K0.0%-5.4%0.003%
5/5/2026D.A. Davidson & CO.60,013$4.46M0.0%+352.5%0.015%
5/5/2026Marks Group Wealth Management Inc446,464$33.20M3.2%+27.8%0.109%
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5/5/2026Bank of New York Mellon Corp2,481,489$184.50M0.0%+3.7%0.605%
5/5/2026Theory Financial LLC31,579$2.35M0.8%-41.2%0.008%
5/5/2026Geneos Wealth Management Inc.76,171$5.66M0.1%+1.1%0.019%
5/5/2026Signet Financial Management LLC39,662$2.95M0.3%-19.6%0.010%
5/5/2026SouthState Bank Corp18,661$1.39M0.1%+22.4%0.005%
5/5/2026Luts & Greenleigh Group Inc.15,689$1.17M0.9%+3.9%0.004%
5/5/2026Opinicus Capital Inc.12,558$934K0.7%-1.9%0.003%
5/5/2026Sanctuary Advisors LLC1,760,693$130.91M0.7%+1.4%0.429%
5/5/2026Sigma Planning Corp34,280$2.55M0.1%-4.0%0.008%
5/5/2026Mosaic Advisors LLC4,128$317K0.4%N/A0.001%


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. ($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 1,157 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 420,752,260 shares in the last 24 months. This purchase volume represents approximately $29.52B in transactions.

Of the 605 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 ($1.46M).

Institutional investors have sold a total of 46,419,090 shares in the last 24 months. This volume of shares sold represents approximately $3.21B in transactions.


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This page (BATS:EFV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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