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iShares MSCI EAFE Value ETF (EFV) Institutional Ownership

iShares MSCI EAFE Value ETF logo
$54.01 +0.12 (+0.22%)
(As of 11/22/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE Value ETF (BATS:EFV)

Number of
Institutional Buyers
(last 12 months)
547
Total
Institutional Inflows
(last 12 months)
$3.71B
Number of
Institutional Sellers
(last 12 months)
490
Total
Institutional Outflows
(last 12 months)
$3.03B
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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
11/22/2024Stock Yards Bank & Trust Co.44,613$2.57M0.1%-13.1%0.014%
11/22/2024Eaton Financial Holdings Company LLC86,039$4.95M2.0%N/A0.028%
11/22/2024Fulcrum Equity Management10,434$600K0.5%+131.5%0.003%
11/21/2024 SkyView Investment Advisors LLC47,683$2.74M0.5%-1.8%0.015%
11/20/2024 Westside Investment Management Inc.21,017$1.21M0.3%+4.5%0.007%
11/19/2024 Invst LLC302,758$17.42M2.1%+77.8%0.097%
11/19/2024 Discipline Wealth Solutions LLC12,043$693K0.4%+70.1%0.004%
11/19/2024 M&T Bank Corp2,603,448$149.78M0.5%-3.4%0.837%
11/18/2024 Rehmann Capital Advisory Group5,234$301K0.0%+15.7%0.002%
11/18/2024 TD Private Client Wealth LLC31,095$1.79M0.1%+5.2%0.010%
11/18/2024 Coldstream Capital Management Inc.18,126$1.04M0.0%+83.3%0.006%
11/15/2024 MidWestOne Financial Group Inc.9,481$545K0.1%+8.9%0.003%
11/15/2024 High Falls Advisors Inc373,048$21.46M4.9%+118.6%0.120%
11/15/2024 M&T Bank Corp2,603,448$149.78M0.4%-3.4%0.837%
11/15/2024 Continuum Advisory LLC7,914$425K0.1%+77.0%0.003%
11/15/2024 EWA LLC234,873$12.62M4.5%+64.3%0.075%
11/15/2024 Y Intercept Hong Kong Ltd19,286$1.11M0.1%+65.3%0.006%
11/15/2024 Glass Jacobson Investment Advisors llc7,303$420K0.1%-4.6%0.002%
11/15/2024 MML Investors Services LLC3,396,292$195.39M0.7%+115.0%1.091%
11/15/2024 Urban Financial Advisory Corp2,740$158K0.1%N/A0.001%
11/15/2024 Orion Portfolio Solutions LLC307,805$17.71M0.4%+101.8%0.099%
11/15/2024 EP Wealth Advisors LLC970,433$55.83M0.5%-12.5%0.312%
11/15/2024 Insigneo Advisory Services LLC3,921$226K0.0%N/A0.001%
11/15/2024 Kovitz Investment Group Partners LLC44,023$2.53M0.0%-18.1%0.014%
11/15/2024 Stifel Financial Corp1,184,700$68.16M0.1%+105.8%0.381%
11/15/2024 Swmg LLC157,642$8.44M3.5%+157.5%0.051%
11/15/2024 Quantinno Capital Management LP3,701$213K0.0%N/A0.001%
11/15/2024 Redwood Investment Management LLC41,517$2.39M0.2%+115.4%0.013%
11/15/2024 Resurgent Financial Advisors LLC14,229$819K0.5%+140.6%0.005%
11/15/2024 Pinnacle Family Advisors LLC5,355$308K0.2%-23.0%0.002%
11/15/2024 IHT Wealth Management LLC228,215$13.13M0.4%+649.8%0.073%
11/15/2024 Integrated Wealth Concepts LLC680,023$39.12M0.5%+26.4%0.219%
11/15/2024 HighTower Advisors LLC493,139$28.31M0.0%+4.4%0.158%
11/15/2024 Ascent Group LLC32,061$1.84M0.1%-17.1%0.010%
11/15/2024 Benjamin Edwards Inc.34,762$2M0.0%N/A0.011%
11/15/2024 Kestra Investment Management LLC185,401$10.67M0.5%-65.5%0.060%
11/14/2024 Semmax Financial Advisors Inc.14,972$805K0.2%+152.9%0.005%
11/14/2024 Tradition Wealth Management LLC84,974$4.89M0.4%+126.4%0.027%
11/14/2024 TRUE Private Wealth Advisors31,664$1.82M0.2%+114.4%0.010%
11/14/2024 Flow Traders U.S. LLC443,326$25.51M1.3%+100.0%0.142%
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11/14/2024 Arete Wealth Advisors LLC279,392$16.05M1.3%+7.2%0.090%
11/14/2024 Captrust Financial Advisors420,077$24.17M0.1%+7.7%0.135%
11/14/2024 Icon Wealth Advisors LLC563,458$32.42M2.7%+119.4%0.181%
11/14/2024 Rockefeller Capital Management L.P.206,311$11.87M0.0%-60.9%0.066%
11/14/2024 Financial Counselors Inc.6,754$389K0.0%+21.3%0.002%
11/14/2024 Fiduciary Trust Co80,618$4.64M0.1%+502.9%0.026%
11/14/2024 Stone House Investment Management LLC373,489$21.49M4.4%+127.2%0.120%
11/14/2024 First Commonwealth Financial Corp PA 10,804$622K0.1%-18.6%0.003%
11/14/2024 True Vision MN LLC110,431$6.35M3.7%+134.5%0.035%
11/14/2024 CreativeOne Wealth LLC548,238$31.54M1.1%+225.1%0.176%
11/13/2024 Glenmede Trust Co. NA101,121$5.82M0.0%-7.2%0.032%
11/13/2024 Freedom Investment Management Inc.6,882$396K0.0%N/A0.002%
11/13/2024 Townsquare Capital LLC205,938$11.85M0.1%+32.7%0.066%
11/13/2024 BNP Paribas Financial Markets4,277$246K0.0%+14.1%0.001%
11/13/2024 Shum Financial Group Inc.78,107$4.37M3.6%N/A0.025%
11/13/2024 D.A. Davidson & CO.14,080$810K0.0%+40.7%0.005%
11/13/2024 FMR LLC19,209,588$1.11B0.1%+4.6%6.173%
11/13/2024 Elios Financial Group Inc.11,712$674K0.3%N/A0.004%
11/13/2024 Bank of Montreal Can168,064$9.72M0.0%-58.6%0.054%
11/13/2024 Associated Banc Corp181,396$10.44M0.3%+0.4%0.058%
11/13/2024 Private Trust Co. NA18,961$1.09M0.1%+26.3%0.006%
11/13/2024 Douglass Winthrop Advisors LLC5,203$299K0.0%N/A0.002%
11/12/2024 Cahill Financial Advisors Inc.82,654$4.76M0.7%-49.7%0.027%
11/12/2024 Centaurus Financial Inc.16,091$926K0.1%-13.3%0.005%
11/12/2024Larson Financial Group LLC687,848$39.57M2.2%+5.7%0.221%
11/12/2024 StoneX Group Inc.13,059$751K0.1%-4.1%0.004%
11/12/2024 Kingsview Wealth Management LLC30,899$1.78M0.0%+19.1%0.010%
11/12/2024 Cerity Partners LLC83,174$4.79M0.0%+5.5%0.027%
11/12/2024 Alesco Advisors LLC1,415,169$81.42M2.5%+0.5%0.455%
11/12/2024 Flagstar Advisors Inc.8,236$474K0.1%+49.3%0.003%
11/12/2024 Stonebrook Private Inc.231,361$13.31M3.5%+2.2%0.074%
11/12/2024 Meridian Wealth Management LLC7,761$446K0.0%N/A0.002%
11/12/2024 Nwam LLC28,738$1.65M0.1%N/A0.009%
11/12/2024 Icon Wealth Advisors LLC162,868$9.37M0.4%-36.6%0.052%
11/12/2024 CFS Investment Advisory Services LLC643,298$37.01M3.1%+124.7%0.207%
11/12/2024 Citigroup Inc.130,987$7.54M0.0%-1.6%0.042%
11/12/2024 Raymond James Trust N.A.42,456$2.44M0.1%-0.6%0.014%
11/12/2024 Concorde Asset Management LLC28,832$1.66M0.9%+14.6%0.009%
11/9/2024 LPL Financial LLC12,773,389$734.85M0.3%+91.4%4.105%
11/8/2024 EverSource Wealth Advisors LLC40,061$2.31M0.1%-4.6%0.013%
11/8/2024 First Horizon Advisors Inc.182,434$10.50M0.3%+103.0%0.059%
11/8/2024 Commerce Bank40,748$2.34M0.0%-2.6%0.013%
11/8/2024 Avior Wealth Management LLC4,700$270K0.0%-17.8%0.002%
11/8/2024 PNC Financial Services Group Inc.3,637,844$209.29M0.1%-4.1%1.169%
11/8/2024 SouthState Corp24,706$1.42M0.1%+1.7%0.008%
11/8/2024 Vance Wealth Inc.65,255$3.75M1.4%-7.1%0.021%
11/8/2024 Spectrum Planning & Advisory Services Inc.99,567$5.73M5.5%+119.1%0.032%
11/8/2024 Wrapmanager Inc.5,896$339K0.1%-6.4%0.002%
11/8/2024 BIP Wealth LLC157,919$9.09M0.6%+16.7%0.051%
11/7/2024 Prospera Financial Services Inc91,302$5.25M0.1%+133.7%0.029%
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11/7/2024 Vertex Planning Partners LLC43,491$2.50M0.6%+167.2%0.014%
11/7/2024 Pathstone Holdings LLC1,210,678$69.65M0.3%+0.1%0.389%
11/7/2024 Fortis Advisors LLC3,589$206K0.1%+147.9%0.001%
11/7/2024 Semus Wealth Partners LLC12,501$719K0.5%+193.2%0.004%
11/7/2024 CAP Partners LLC6,828$393K0.3%-4.5%0.002%
11/7/2024 Cassaday & Co Wealth Management LLC14,942$860K0.0%-92.9%0.005%
11/7/2024 AMG National Trust Bank50,573$2.91M0.1%-14.7%0.016%
11/7/2024 Theory Financial LLC54,663$3M1.1%+150.7%0.018%
11/7/2024 EQ LLC118,135$6.80M3.4%+16.9%0.038%
11/7/2024 MB Generational Wealth LLC3,668$211K0.2%N/A0.001%
(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, 972 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), LPL Financial LLC ($734.85M), US Bancorp DE ($708.89M), and JPMorgan Chase & Co. ($545.08M).Learn more on EFV's institutional investors.

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

Of the 871 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. ($33.43M), 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 ($5.19M).

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

Institutional investors have bought a total of 816,433,183 shares in the last 24 months. This purchase volume represents approximately $40.25B in transactions.

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

Of the 632 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 103,989,927 shares in the last 24 months. This volume of shares sold represents approximately $5.31B in transactions.


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This page (BATS:EFV) was last updated on 11/23/2024 by MarketBeat.com Staff
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