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iShares MSCI EAFE Value ETF (EFV) Institutional Ownership

iShares MSCI EAFE Value ETF logo
$79.05 +0.65 (+0.83%)
As of 07/24/2026 04:10 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)
844
Total
Institutional Inflows
(last 12 months)
$28.72B
Number of
Institutional Sellers
(last 12 months)
586
Total
Institutional Outflows
(last 12 months)
$3.17B
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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
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%
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%
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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%
6/26/2026WealthPoint 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%
5/27/2026 Security 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%
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5/14/2026 GC 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%
5/14/2026 American Financial Advisors LLC12,302$915K0.1%-5.3%0.003%
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%


EFV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,274 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 1,153 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 407,994,755 shares in the last 24 months. This purchase volume represents approximately $28.72B in transactions.

Of the 584 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 45,881,114 shares in the last 24 months. This volume of shares sold represents approximately $3.17B in transactions.


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This page (BATS:EFV) was last updated on 7/25/2026 by MarketBeat.com Staff.
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