Free Trial
→ Please take this warning seriously... (From Timothy Sykes) (Ad) Free EFV Stock Alerts

iShares MSCI EAFE Value ETF (EFV) Institutional Ownership

iShares MSCI EAFE Value ETF logo
$53.76 +1.50 (+2.87%)
As of 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE Value ETF (BATS:EFV)

Number of
Institutional Buyers
(last 12 months)
573
Total
Institutional Inflows
(last 12 months)
$4.06B
Number of
Institutional Sellers
(last 12 months)
487
Total
Institutional Outflows
(last 12 months)
$3.04B
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.

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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/22/2025Mayflower Financial Advisors LLC114,222$5.99M0.9%+4.2%0.037%
1/22/2025Spectrum Planning & Advisory Services Inc.101,031$5.30M4.6%+1.5%0.032%
1/22/2025Falcon Wealth Planning23,584$1.24M0.1%-6.4%0.008%
1/22/2025Watershed Private Wealth LLC204,116$10.71M4.2%+10.9%0.066%
1/22/2025Patriot Financial Group Insurance Agency LLC37,894$1.99M0.3%+7.9%0.012%
1/22/2025Perigon Wealth Management LLC270,545$14.35M0.4%+15.7%0.087%
1/22/2025Hutchens & Kramer Investment Management Group LLC25,853$1.36M0.7%+5.8%0.008%
1/22/2025Fortress Wealth Management Inc.25,052$1.31M0.6%-4.2%0.008%
1/22/2025Revolve Wealth Partners LLC38,725$2.03M0.2%+41.3%0.012%
1/22/2025W Advisors LLC57,020$2.99M1.9%-0.6%0.018%
1/22/2025Warner Financial Inc.38,971$2.05M0.9%+1.0%0.013%
1/22/2025FFG Retirement Advisors LLC71,681$3.76M2.5%+154.5%0.023%
1/22/2025FSC Wealth Advisors LLC17,839$936K0.6%+37.0%0.006%
1/22/2025JDH Wealth Management LLC19,659$1.03M0.9%N/A0.006%
1/22/2025Foundations Investment Advisors LLC1,554,907$81.59M1.6%+12.0%0.500%
1/22/2025West Wealth Group LLC376,523$19.76M5.9%+9.6%0.121%
1/22/2025Summit Financial Strategies Inc.46,594$2.45M0.3%-1.2%0.015%
1/22/2025Mount Yale Investment Advisors LLC114,862$6.03M0.5%+32.7%0.037%
1/22/2025McLean Asset Management Corp154,518$8.11M2.4%-4.8%0.050%
1/22/2025Cobblestone Asset Management LLC145,042$7.61M5.0%+10.3%0.047%
1/22/2025Two West Capital Advisors LLC10,442$548K0.5%+32.0%0.003%
1/22/2025United Asset Strategies Inc.38,372$2.01M0.2%+2.0%0.012%
1/22/2025Blue Trust Inc.299,520$17.23M0.2%+145.5%0.096%
1/22/2025Kingswood Wealth Advisors LLC27,906$1.46M0.1%+28.0%0.009%
1/22/2025Legacy Financial Group LLC108,473$5.69M0.0%+20.3%0.035%
1/22/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,653,265$86.75M2.4%+4.4%0.531%
1/21/2025 SWP Financial LLC59,938$3.15M1.9%N/A0.019%
1/21/2025 RTD Financial Advisors Inc.168,602$8.85M1.1%+3.2%0.054%
1/21/2025 Team Hewins LLC5,147$268K0.1%N/A0.002%
1/21/2025 Merkkuri Wealth Advisors LLC34,594$1.82M1.4%+8.7%0.011%
1/21/2025 Flagship Harbor Advisors LLC42,482$2.23M0.1%+4.7%0.014%
1/21/2025 B.O.S.S. Retirement Advisors LLC60,822$3.19M0.9%+629.0%0.020%
1/21/2025 Cedar Mountain Advisors LLC666$35K0.0%N/A0.000%
1/21/2025 CFS Investment Advisory Services LLC336,401$17.65M1.6%-47.7%0.108%
1/21/2025 Lantz Financial LLC76,833$4.03M1.1%+11.6%0.025%
1/21/2025 Cyndeo Wealth Partners LLC41,899$2.20M0.1%-5.2%0.013%
1/21/2025 Geneos Wealth Management Inc.68,566$3.60M0.1%+1.2%0.022%
1/21/2025 Fifth Third Bancorp382,866$20.09M0.1%-7.9%0.123%
1/21/2025 DGS Capital Management LLC6,794$356K0.1%-5.5%0.002%
1/21/2025 Firethorn Wealth Partners LLC94,269$4.95M2.5%+3.1%0.030%
Elon Musk: my AI will be “worth more than Tesla” (Ad)

Tesla made Elon Musk the richest man in human history. And now, Elon's got a new AI project...

Get all the details here >>>
1/21/2025 Sachetta LLC8,083$424K0.2%+24.4%0.003%
1/21/2025 Sound Income Strategies LLC19,187$1.01M0.1%+53.6%0.006%
1/21/2025 LexAurum Advisors LLC17,721$930K0.2%+20.1%0.006%
1/21/2025 RFG Advisory LLC137,525$7.22M0.2%-2.6%0.044%
1/21/2025 ONE Advisory Partners LLC217,221$11.40M5.1%+1.5%0.070%
1/21/2025 Cornerstone Wealth Management LLC10,012$525K0.0%-5.1%0.003%
1/21/2025 Brighton Jones LLC5,352$281K0.0%N/A0.002%
1/21/2025 Montecito Bank & Trust79,031$4.15M0.7%-0.8%0.025%
1/17/2025 Apeiron RIA LLC133,526$7.01M2.0%-5.3%0.043%
1/17/2025 Veracity Capital LLC22,444$1.18M0.4%N/A0.007%
1/17/2025 Market Street Wealth Management Advisors LLC63,175$3.32M0.6%-4.2%0.020%
1/17/2025 Avior Wealth Management LLC4,936$259K0.0%+5.0%0.002%
1/17/2025 Endeavor Private Wealth Inc.66,488$3.49M3.3%N/A0.021%
1/17/2025 Raleigh Capital Management Inc.28,265$1.48M0.6%+4.7%0.009%
1/17/2025 Mutual Advisors LLC76,251$4.04M0.1%+11.4%0.025%
1/17/2025 Janney Montgomery Scott LLC3,157,576$165.68M0.5%+7.5%1.015%
1/17/2025 Bartlett & CO. Wealth Management LLC2,873$151K0.0%-15.2%0.001%
1/17/2025 Magnus Financial Group LLC11,393$598K0.1%+21.0%0.004%
1/17/2025 Luts & Greenleigh Group Inc.14,781$776K0.8%+2.6%0.005%
1/17/2025 Advisory Alpha LLC45,438$2.38M0.1%-6.8%0.015%
1/17/2025 Corepath Wealth Partners LLC83,254$4.35M4.2%+7.8%0.027%
1/17/2025 Braun Bostich & Associates Inc.67,671$3.55M2.6%+10.4%0.022%
1/17/2025 MCF Advisors LLC2,071$109K0.0%+7,296.4%0.001%
1/17/2025 Capstone Wealth Management LLC5,769$303K0.3%N/A0.002%
1/17/2025 Aspire Private Capital LLC24,901$1.31M0.3%+14.1%0.008%
1/17/2025 Octavia Wealth Advisors LLC577,379$30.30M3.7%+3.5%0.186%
1/17/2025 Atomi Financial Group Inc.31,922$1.68M0.1%+192.4%0.010%
1/17/2025 Prosperity Planning Inc.8,315$436K0.1%+2.8%0.003%
1/16/2025 Aspiriant LLC1,185,995$62.23M2.2%+0.8%0.381%
1/16/2025 Koshinski Asset Management Inc.29,382$1.54M0.0%N/A0.009%
1/16/2025 Zhang Financial LLC75,527$3.96M0.2%+0.5%0.024%
1/16/2025 Diversify Advisory Services LLC61,989$3.22M0.2%+20.4%0.020%
1/16/2025 LVW Advisors LLC26,374$1.38M0.2%+1.0%0.008%
1/16/2025 Gilman Hill Asset Management LLC22,814$1.20M0.2%+225.3%0.007%
1/16/2025 Client 1ST Advisory Group LLC108,530$5.70M2.2%N/A0.035%
1/16/2025 Brady Martz Wealth Solutions LLC111,406$5.82M1.4%N/A0.036%
1/16/2025 My Legacy Advisors LLC68,553$3.63M1.4%+7.4%0.022%
1/16/2025 Maiden Cove Capital LLC35,930$1.89M3.4%-1.9%0.012%
1/16/2025 Kelly Financial Services LLC253,054$13.28M4.0%+0.7%0.081%
1/15/2025 Portside Wealth Group LLC6,335$364K0.1%+17.3%0.002%
1/15/2025 Krilogy Financial LLC19,045$999K0.1%+13.3%0.006%
1/15/2025 Ameritas Advisory Services LLC15,879$833K0.0%+44.8%0.005%
1/15/2025 CGN Advisors LLC7,183$377K0.0%-12.9%0.002%
1/15/2025 Arkadios Wealth Advisors18,883$991K0.1%+33.6%0.006%
1/15/2025 TrueWealth Advisors LLC7,212$378K0.1%+17.0%0.002%
1/15/2025 Retirement Wealth Solutions LLC44,092$2.29M1.9%N/A0.014%
1/15/2025 Sax Wealth Advisors LLC49,026$2.57M0.2%+15.1%0.016%
1/15/2025 Merit Financial Group LLC394,763$20.71M0.4%+154.1%0.127%
1/15/2025 Wealthcare Advisory Partners LLC131,734$6.91M0.2%-3.9%0.042%
1/15/2025 RDA Financial Network24,407$1.28M0.4%+154.5%0.008%
Elon Musk: my AI will be “worth more than Tesla” (Ad)

Tesla made Elon Musk the richest man in human history. And now, Elon's got a new AI project...

Get all the details here >>>
1/15/2025 Decker Retirement Planning Inc.6,013$316K0.2%N/A0.002%
1/15/2025 Empirical Asset Management LLC6,383$335K0.0%+21.6%0.002%
1/15/2025 Harbor Group Inc.57,655$3.03M0.7%+0.4%0.019%
1/15/2025 Cypress Wealth Services LLC216,744$11.37M2.3%+23.1%0.070%
1/15/2025 Legacy Wealth Asset Management LLC25,355$1.33M0.4%+452.0%0.008%
1/14/2025 Heritage Family Offices LLP14,964$785K0.4%+56.6%0.005%
1/14/2025 Essex Savings Bank9,014$473K0.1%+7.3%0.003%
1/14/2025 Sagace Wealth Management LLC28,906$1.52M1.1%-25.6%0.009%
1/14/2025 Brave Asset Management Inc.465,833$24.44M7.8%+0.8%0.150%
1/14/2025 Rockingstone Advisors LLC16,040$842K0.4%-35.6%0.005%
(Data available from 1/1/2016 forward)

EFV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EFV shares?

During the previous two years, 980 institutional investors and hedge funds held shares of iShares MSCI EAFE Value ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.33B), FMR LLC ($1.11B), Jones Financial Companies Lllp ($845.91M), Graham Capital Wealth Management LLC ($794.12M), JPMorgan Chase & Co. ($761.29M), LPL Financial LLC ($734.85M), and US Bancorp DE ($708.89M).Learn more on EFV's institutional investors.

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

Of the 878 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 ($617.96M), JPMorgan Chase & Co. ($37.52M), Envestnet Asset Management Inc. ($18.15M), LPL Financial LLC ($10.90M), Jane Street Group LLC ($9.91M), Envestnet Portfolio Solutions Inc. ($9.52M), and Park Avenue Securities LLC ($5.66M).

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

Institutional investors have bought a total of 822,296,325 shares in the last 24 months. This purchase volume represents approximately $40.59B in transactions.

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

Of the 639 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), CWM LLC ($5.03M), LPL Financial LLC ($4.48M), Envestnet Portfolio Solutions Inc. ($4.11M), Park Avenue Securities LLC ($3.92M), 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 103,928,404 shares in the last 24 months. This volume of shares sold represents approximately $5.32B in transactions.


Related Companies

This page (BATS:EFV) was last updated on 1/22/2025 by MarketBeat.com Staff
From Our Partners
Media Humiliated: Demo of Elon’s Tech Proves They’re Wrong
Elon Musk believes his new AI product will be worth an incredible $9 trillion. But the mainstream media is ...
Brownstone Research | Sponsored
I was wrong. Dead wrong.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...
Crypto Swap Profits | Sponsored
Now that Trump’s be inaugurated, this day will be key (mark your calendar)
Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO t...
Timothy Sykes | Sponsored
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
Texas embraces new currency
Rural Texas Town Ramps Up Global Currency War A small town has joined a radical $1.9 trillion attack on the...
Stansberry Research | Sponsored
"Elon Musk’s Final Move”: Get in NOW
I believe Elon's next venture, his "Final Move," could mint more millionaires than any project he's ever been ...
Behind the Markets | Sponsored
Grab This Altcoin Before Trump's Crypto Announcement
Under-the-Radar Crypto Could Soar Under Trump Investors in the know could bank HUGE profits!
Crypto 101 Media | Sponsored