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iShares MSCI EAFE Value ETF (EFV) Institutional Ownership

iShares MSCI EAFE Value ETF logo
$57.75 +5.49 (+10.51%)
Closing price 03:59 PM Eastern
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$58.54 +0.78 (+1.36%)
As of 07:40 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)
698
Total
Institutional Inflows
(last 12 months)
$5.19B
Number of
Institutional Sellers
(last 12 months)
497
Total
Institutional Outflows
(last 12 months)
$2.65B
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EFV Institutional Buying and Selling by Quarter

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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
4/15/2025Kelly Financial Services LLC235,192$13.86M4.8%-7.1%0.068%
4/15/2025Net Worth Advisory Group12,801$754K0.2%-1.8%0.004%
4/15/2025Braun Bostich & Associates Inc.59,251$3.49M2.6%-12.4%0.017%
4/15/2025Sagace Wealth Management LLC27,967$1.65M1.2%-3.2%0.008%
4/15/2025Fifth Third Bancorp322,071$18.98M0.1%-15.9%0.094%
4/15/2025Two West Capital Advisors LLC10,079$570K0.5%-3.5%0.003%
4/15/2025Simon Quick Advisors LLC3,456$204K0.0%N/A0.001%
4/15/2025Zhang Financial LLC70,884$4.18M0.2%-6.1%0.021%
4/15/2025Focus Financial Network Inc.122,895$7.24M0.3%-16.4%0.036%
4/15/2025My Legacy Advisors LLC56,632$3.34M1.3%-17.4%0.016%
4/15/2025Rockingstone Advisors LLC16,360$964K0.4%+2.0%0.005%
4/15/2025Integrated Advisors Network LLC19,791$1.17M0.1%+126.3%0.006%
4/15/2025Integral Investment Advisors Inc.5,000$295K0.1%-28.6%0.001%
4/15/2025Collier Financial912$54K0.0%-99.1%0.000%
4/15/2025Accurate Wealth Management LLC5,003$283K0.1%N/A0.001%
4/15/2025Simplicity Wealth LLC145,767$8.59M0.7%+2,187.3%0.042%
4/15/2025 GAMMA Investing LLC2,054$121K0.0%+39.5%0.001%
4/15/2025Wealthcare Capital Management LLC3,489$206K0.0%-47.5%0.001%
4/15/2025Wealthcare Advisory Partners LLC131,058$7.73M0.2%-0.5%0.038%
4/15/2025Signet Financial Management LLC30,083$1.77M0.2%N/A0.009%
4/14/2025 Bruce G. Allen Investments LLC325,887$19.21M15.2%+0.9%0.095%
4/14/2025 Octavia Wealth Advisors LLC429,251$25.30M3.1%-25.7%0.125%
4/14/2025 Investment Advisory Group LLC5,378$317K0.1%N/A0.002%
4/14/2025 Pallas Capital Advisors LLC11,725$691K0.0%+14.0%0.003%
4/14/2025 Farther Finance Advisors LLC412,826$24.36M0.6%+5.0%0.120%
4/14/2025 Portside Wealth Group LLC6,781$400K0.1%+4.6%0.002%
4/14/2025 Courier Capital LLC106,832$6.30M0.4%-1.5%0.031%
4/14/2025 Lloyd Advisory Services LLC.7,486$441K0.2%+9.3%0.002%
4/14/2025 Cedar Mountain Advisors LLC446$26K0.0%-33.0%0.000%
4/14/2025 Park Avenue Securities LLC5,028,548$296.38M3.6%-18.6%1.460%
4/14/2025 Dentgroup LLC37,066$2.19M1.6%+8.8%0.011%
4/14/2025 Miracle Mile Advisors LLC1,664,133$98.08M2.0%+7.3%0.483%
4/14/2025 RDA Financial Network16,961$1M0.3%-30.5%0.005%
4/14/2025 Patriot Financial Group Insurance Agency LLC35,379$2.09M0.3%-6.6%0.010%
4/14/2025 FFG Retirement Advisors LLC63,847$3.76M2.6%-10.9%0.019%
4/14/2025 LexAurum Advisors LLC16,809$991K0.2%-5.1%0.005%
4/14/2025 ONE Advisory Partners LLC164,973$9.72M4.2%-24.1%0.048%
4/11/2025 GGM Financials LLC14,095$831K0.6%-1.7%0.004%
4/11/2025 Independence Bank of Kentucky22,767$1.34M0.2%+5.9%0.007%
4/11/2025 Ridgeline Wealth LLC45,560$2.69M2.3%-3.8%0.013%
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4/11/2025 Radnor Capital Management LLC3,561$210K0.0%N/A0.001%
4/11/2025 Disciplined Investments LLC61,535$3.63M1.7%-0.4%0.018%
4/11/2025 Cranbrook Wealth Management LLC65,196$3.84M0.9%+1.4%0.019%
4/11/2025 Pines Wealth Management LLC6,288$371K0.2%-48.9%0.002%
4/11/2025 Sovereign Financial Group Inc.26,307$1.55M0.4%-24.8%0.008%
4/11/2025 Ehrlich Financial Group39,012$2.30M1.7%-51.4%0.011%
4/11/2025 Unique Wealth LLC116,519$6.87M1.3%+107.8%0.034%
4/11/2025 Magnus Financial Group LLC8,931$526K0.1%-21.6%0.003%
4/11/2025 Signal Advisors Wealth LLC44,103$2.60M0.3%-6.1%0.013%
4/11/2025 Prosperity Planning Inc.6,628$391K0.1%-20.3%0.002%
4/11/2025 Harbor Group Inc.67,646$3.99M0.8%+17.3%0.020%
4/11/2025 Foster Group Inc.11,715$690K0.0%+1.7%0.003%
4/10/2025 Breakwater Capital Group29,179$1.72M0.3%+22.4%0.008%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.5,977$353K0.1%+52.6%0.002%
4/10/2025 Cypress Wealth Services LLC201,254$11.86M2.4%-7.1%0.058%
4/10/2025 Gilman Hill Asset Management LLC6,354$375K0.1%-72.1%0.002%
4/10/2025 Beacon Financial Group11,683$689K0.1%+26.1%0.003%
4/10/2025 Long Run Wealth Advisors LLC237,237$13.98M3.2%-3.4%0.069%
4/10/2025 Firethorn Wealth Partners LLC79,192$4.67M2.2%-16.0%0.023%
4/10/2025 Brave Asset Management Inc.471,838$27.81M8.7%+1.3%0.137%
4/10/2025 Watershed Private Wealth LLC181,472$10.70M4.3%-11.1%0.053%
4/10/2025 Apella Capital LLC148,318$8.30M0.3%-14.0%0.043%
4/10/2025 Heritage Family Offices LLP14,613$861K0.4%-2.3%0.004%
4/10/2025 CGN Advisors LLC8,014$472K0.0%+11.6%0.002%
4/10/2025 Legacy Financial Group LLC77,079$4.54M0.7%-28.9%0.022%
4/9/2025 RFG Advisory LLC55,791$3.29M0.1%-59.4%0.016%
4/9/2025 McLean Asset Management Corp147,657$8.70M2.6%-4.4%0.043%
4/9/2025 InvesTrust16,520$974K0.3%+13.8%0.005%
4/9/2025 Merit Financial Group LLC1,063,925$62.71M0.9%+169.5%0.309%
4/9/2025 Harbor Investment Advisory LLC1,233$73K0.0%-15.4%0.000%
4/9/2025 Flagstar Advisors Inc.7,725$455K0.1%-8.9%0.002%
4/9/2025 Integrated Capital Management Inc.117,820$6.94M5.5%-1.6%0.034%
4/9/2025 LVW Advisors LLC22,172$1.31M0.2%-15.9%0.006%
4/9/2025 McNaughton Wealth Management LLC88,796$5.23M2.5%N/A0.026%
4/9/2025 Fragasso Financial Advisors Inc9,975$588K0.0%-4.4%0.003%
4/9/2025 NBC Securities Inc.38,767$2.28M0.2%+107,586.1%0.011%
4/9/2025 SigFig Wealth Management LLC107,779$6.41M0.2%-19.7%0.031%
4/9/2025 American National Bank & Trust3,262$192K0.0%N/A0.001%
4/9/2025 180 Wealth Advisors LLC78,321$4.62M0.7%-2.7%0.023%
4/9/2025 Legacy Wealth Asset Management LLC4,593$271K0.1%-81.9%0.001%
4/8/2025 Fifth Third Wealth Advisors LLC7,263$428K0.0%+47.0%0.002%
4/8/2025 Lantz Financial LLC67,362$3.97M1.1%-12.3%0.020%
4/8/2025 Advisory Alpha LLC25,122$1.48M0.1%-44.7%0.007%
4/8/2025 Retirement Wealth Solutions LLC45,406$2.68M2.2%+3.0%0.013%
4/8/2025 Global Financial Private Client LLC3,472$205K0.1%-19.1%0.001%
4/8/2025 Parallel Advisors LLC4,222$249K0.0%+28.5%0.001%
4/7/2025 GAMMA Investing LLC121,063$7.14M0.0%+8,124.4%0.035%
4/7/2025 AdvisorNet Financial Inc5,605$330K0.0%+19.9%0.002%
4/4/2025 Quent Capital LLC201,477$11.88M1.2%+3.6%0.058%
4/3/2025 Collective Family Office LLC71,364$4.21M1.1%-5.6%0.021%
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4/3/2025 First Citizens Financial Corp13,930$821K0.5%+5.6%0.004%
4/2/2025 Waller Financial Planning Group Inc.98,975$5.83M1.6%+2.2%0.029%
4/2/2025 Marcum Wealth LLC14,974$883K0.1%-9.8%0.004%
4/1/2025 Hobart Private Capital LLC6,196$365K0.1%-3.7%0.002%
4/1/2025 MassMutual Private Wealth & Trust FSB7,369$434K0.0%+10.1%0.002%
3/27/2025Milestone Asset Management Group LLC8,878$466K0.4%N/A0.003%
3/19/2025M1 Capital Management LLC107,721$5.65M3.1%N/A0.031%
3/17/2025Wealth Enhancement Advisory Services LLC312,917$16.42M0.0%+14.3%0.085%
3/12/2025Centaurus Financial Inc.17,451$916K0.1%+8.5%0.005%
3/11/2025Anchor Pointe Wealth Management LLC26,218$1.37M1.8%N/A0.007%
(Data available from 1/1/2016 forward)

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EFV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EFV shares?

During the previous two years, 1,065 institutional investors and hedge funds held shares of iShares MSCI EAFE Value ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($3.04B), FMR LLC ($1.09B), LPL Financial LLC ($902.24M), Graham Capital Wealth Management LLC ($794.12M), JPMorgan Chase & Co. ($751.71M), US Bancorp DE ($671.79M), and Jones Financial Companies Lllp ($661.03M).Learn more on EFV's institutional investors.

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

Of the 940 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 ($618.00M), JPMorgan Chase & Co. ($31.38M), Envestnet Asset Management Inc. ($14.80M), LPL Financial LLC ($13.64M), Envestnet Portfolio Solutions Inc. ($10.10M), Jane Street Group LLC ($9.91M), and Park Avenue Securities LLC ($4.97M).

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

Institutional investors have bought a total of 816,942,783 shares in the last 24 months. This purchase volume represents approximately $40.58B in transactions.

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

Of the 670 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. ($30.10M), Park Avenue Securities LLC ($5.06M), CWM LLC ($4.70M), LPL Financial LLC ($4.48M), Envestnet Portfolio Solutions Inc. ($4.11M), Osaic Holdings Inc. ($3.72M), and Balentine LLC ($2.94M).

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

Institutional investors have sold a total of 104,991,584 shares in the last 24 months. This volume of shares sold represents approximately $5.42B in transactions.


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This page (BATS:EFV) was last updated on 4/15/2025 by MarketBeat.com Staff
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