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iShares MSCI EAFE Value ETF (EFV) Institutional Ownership

iShares MSCI EAFE Value ETF logo
$67.29 +15.03 (+28.76%)
Closing price 03:59 PM Eastern
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$67.76 +0.47 (+0.70%)
As of 05:17 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)
825
Total
Institutional Inflows
(last 12 months)
$9.10B
Number of
Institutional Sellers
(last 12 months)
570
Total
Institutional Outflows
(last 12 months)
$3.34B
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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
8/19/2025B. Riley Wealth Advisors Inc.62,773$3.99M0.2%N/A0.015%
8/19/2025Cape Investment Advisory Inc.6,973$443K0.2%+56.7%0.002%
8/19/2025Advisory Services Network LLC199,410$12.63M0.2%+45.5%0.049%
8/19/2025 Pitcairn Co.29,293$1.86M0.1%-55.5%0.007%
8/18/2025N.E.W. Advisory Services LLC115,463$7.33M0.7%-35.6%0.028%
8/18/2025Geneos Wealth Management Inc.68,598$4.36M0.1%+0.2%0.017%
8/18/2025 Kestra Investment Management LLC6,963$442K0.0%N/A0.002%
8/16/2025 Evergreen Capital Management LLC11,565$734K0.0%N/A0.003%
8/16/2025 Headlands Technologies LLC594$38K0.0%-44.4%0.000%
8/15/2025 High Falls Advisors Inc439,058$27.87M6.2%+43.5%0.107%
8/15/2025 Global View Capital Management LLC3,803$241K0.1%N/A0.001%
8/15/2025 SkyView Investment Advisors LLC39,549$2.51M0.4%-22.4%0.010%
8/15/2025 Semmax Financial Advisors Inc.23,086$1.52M0.4%+65.6%0.006%
8/15/2025 Corient Private Wealth LLC236,385$15.01M0.0%+0.9%0.058%
8/15/2025 Equitable Holdings Inc.71,636$4.55M0.0%+24.8%0.017%
8/15/2025 Captrust Financial Advisors516,143$32.77M0.1%+3.7%0.126%
8/15/2025 Fidelity D & D Bancorp Inc.4,581$291K0.2%N/A0.001%
8/15/2025 Manhattan West Asset Management LLC11,234$713K0.2%+2.2%0.003%
8/15/2025 Lantern Wealth Advisors LLC14,356$911K0.5%N/A0.004%
8/15/2025 Vident Advisory LLC4,881$310K0.0%N/A0.001%
8/15/2025 Visionary Wealth Advisors16,892$1.07M0.1%+1.7%0.004%
8/15/2025 Two Sigma Securities LLC6,052$384K0.0%-51.8%0.001%
8/15/2025 Talisman Wealth Advisors LLC7,175$455K0.4%+9.3%0.002%
8/15/2025 Smartleaf Asset Management LLC48,308$3.07M0.3%+423.7%0.012%
8/15/2025 Snowden Capital Advisors LLC196,607$12.48M0.4%+56.5%0.048%
8/15/2025 Redwood Investment Management LLC58,642$3.72M0.4%+22.8%0.014%
8/15/2025 Orion Porfolio Solutions LLC19,435$1.23M0.0%-92.3%0.005%
8/15/2025 MML Investors Services LLC5,691,240$361.28M1.0%+68.6%1.388%
8/15/2025 Modern Wealth Management LLC107,992$6.86M0.2%+53.0%0.026%
8/15/2025 IHT Wealth Management LLC430,536$27.33M0.8%+36.1%0.105%
8/15/2025 Great Valley Advisor Group Inc.22,989$1.46M0.0%-6.7%0.006%
8/15/2025 Gallagher Fiduciary Advisors LLC17,388$1.10M0.0%+53.4%0.004%
8/15/2025 EP Wealth Advisors LLC630,080$40.00M0.3%+24.6%0.154%
8/15/2025 Curi Capital LLC7,776$494K0.0%N/A0.002%
8/15/2025 Benjamin Edwards Inc.41,815$2.65M0.0%+58.9%0.010%
8/15/2025 BNP Paribas Financial Markets10,334$656K0.0%+163.0%0.003%
8/15/2025 Bank of America Corp DE9,719,462$616.99M0.0%+11.5%2.371%
8/15/2025 AQR Capital Management LLC281,558$17.87M0.0%+2.5%0.069%
8/15/2025 Ameriprise Financial Inc.5,266,058$334.83M0.1%+30.2%1.284%
8/14/2025 MGB Wealth Management LLC12,496$793K0.3%N/A0.003%
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8/14/2025 Ausdal Financial Partners Inc.10,114$642K0.0%+108.5%0.002%
8/14/2025 Raymond James Financial Inc.1,740,774$110.50M0.0%+21.7%0.425%
8/14/2025 Betterment LLC17,383$1.10M0.0%+7.6%0.004%
8/14/2025 Quantinno Capital Management LP13,030$827K0.0%+207.9%0.003%
8/14/2025 Diversify Advisory Services LLC43,054$2.86M0.1%-4.9%0.011%
8/14/2025 Alliancebernstein L.P.5,094,815$323.42M0.1%+0.6%1.243%
8/14/2025 Peapack Gladstone Financial Corp8,959$569K0.0%+32.5%0.002%
8/14/2025 Hamilton Capital LLC3,413,531$216.69M11.9%+1.8%0.833%
8/14/2025 Operose Advisors LLC21,239$1.35M0.4%+1.7%0.005%
8/14/2025 HUB Investment Partners LLC4,493$285K0.0%-19.2%0.001%
8/14/2025 Squarepoint Ops LLC19,814$1.26M0.0%+20.4%0.005%
8/14/2025 FAS Wealth Partners Inc.271,662$17.25M1.3%+2.3%0.066%
8/14/2025 NewEdge Advisors LLC2,517,628$159.82M0.8%+52.4%0.614%
8/14/2025 Qube Research & Technologies Ltd58,089$3.69M0.0%-34.6%0.014%
8/14/2025 Sentinus LLC248,942$15.80M3.9%+66.3%0.061%
8/14/2025 L2 Asset Management LLC74,489$4.73M0.8%+75.1%0.018%
8/14/2025 Transce3nd LLC12,680$805K0.3%-54.5%0.003%
8/14/2025 Vertex Planning Partners LLC162,846$10.34M2.2%+60.4%0.040%
8/14/2025 Baker Avenue Asset Management LP183,474$11.65M0.3%+1.3%0.045%
8/14/2025 Balance Wealth LLC7,675$487K0.3%-33.0%0.002%
8/14/2025 BlackDiamond Wealth Management LLC63,345$4.03M2.3%-3.3%0.015%
8/14/2025 Cary Street Partners Financial LLC447,199$27.21M0.8%+12.1%0.109%
8/14/2025 Cerity Partners LLC198,239$12.58M0.0%+10.7%0.048%
8/13/2025 Per Stirling Capital Management LLC.43,633$2.77M0.4%+169.2%0.011%
8/13/2025 Cary Street Partners Investment Advisory LLC9,627$611K0.3%+48.8%0.002%
8/13/2025 Quantum Portfolio Management LLC70,391$4.47M2.1%+50.9%0.017%
8/13/2025 StoneX Group Inc.12,188$774K0.0%-27.9%0.003%
8/13/2025 Vance Wealth LLC56,262$3.57M1.2%-3.0%0.014%
8/13/2025 Cresset Asset Management LLC29,459$1.87M0.0%+29.2%0.007%
8/13/2025 Gateway Wealth Partners LLC78,011$4.95M0.9%+68.9%0.019%
8/13/2025 Brown Advisory Inc.47,459$3.01M0.0%-0.6%0.012%
8/13/2025 SCS Capital Management LLC42,818$2.72M0.0%+94.0%0.010%
8/13/2025 Milestone Investment Advisors LLC4,387$278K0.1%-10.0%0.001%
8/13/2025 GeoWealth Management LLC42,636$2.71M0.1%+40.1%0.010%
8/13/2025 Dynamic Wealth Strategies LLC48,785$3.10M2.2%+3.2%0.012%
8/13/2025 Baird Financial Group Inc.2,661,374$168.94M0.3%+3.2%0.649%
8/13/2025 Kilter Group LLC268,672$17.06M7.8%+71.4%0.066%
8/13/2025 EverSource Wealth Advisors LLC52,445$3.33M0.2%+9.4%0.013%
8/13/2025 Trek Financial LLC283,140$17.97M1.2%+51.2%0.069%
8/13/2025 JT Stratford LLC15,860$1.01M0.2%+54.0%0.004%
8/13/2025 Elios Financial Group Inc.33,425$2.12M1.0%+139.7%0.008%
8/13/2025 Twin Peaks Wealth Advisors LLC115,617$7.69M2.5%+72.8%0.028%
8/13/2025 Nicolet Bankshares Inc.3,238$206K0.0%N/A0.001%
8/13/2025 RPg Family Wealth Advisory LLC26,784$1.70M0.5%-3.8%0.007%
8/13/2025 WCG Wealth Advisors LLC105,526$6.70M0.4%+2.2%0.026%
8/13/2025 Beacon Pointe Advisors LLC859,083$54.54M0.6%-1.3%0.210%
8/13/2025 M&T Bank Corp1,417,626$89.99M0.3%-2.6%0.346%
8/13/2025 ARK & TLK Investments LLC15,273$970K0.3%-11.6%0.004%
8/13/2025 Van Hulzen Asset Management LLC146,794$9.32M0.8%+1.1%0.036%
8/13/2025 Forthright Family Wealth Advisory LLC159,073$10.10M6.4%-2.1%0.039%
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8/13/2025 Advocacy Wealth Management Services LLC1,119,888$71.09M4.4%+58.4%0.273%
8/13/2025 Fisher Asset Management LLC9,949$632K0.0%+63.9%0.002%
8/13/2025 VestGen Advisors LLC103,453$6.63M0.3%N/A0.025%
8/13/2025 Trustmark Bank Trust Department9,329$592K0.0%+45.1%0.002%
8/13/2025 Lido Advisors LLC11,457$727K0.0%-23.4%0.003%
8/13/2025 Tobias Financial Advisors Inc.19,021$1.21M0.2%-1.6%0.005%
8/13/2025 Meridian Wealth Partners LLC167,007$10.60M1.5%+0.2%0.041%
8/13/2025 Hsbc Holdings PLC40,917$2.60M0.0%+1.5%0.010%
8/13/2025 Northwestern Mutual Wealth Management Co.1,230,886$78.14M0.1%+5.0%0.300%
8/13/2025 Johnson Financial Group Inc.92,234$5.86M0.3%+31.1%0.022%
(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, 1,128 institutional investors and hedge funds held shares of iShares MSCI EAFE Value ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($4.45B), FMR LLC ($1.09B), JPMorgan Chase & Co. ($1.00B), LPL Financial LLC ($887.52M), US Bancorp DE ($864.25M), Bank of America Corp DE ($616.99M), and Jones Financial Companies Lllp ($583.84M).Learn more on iShares MSCI EAFE Value ETF's institutional investors.

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

Of the 997 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: Envestnet Asset Management Inc. ($36.93M), JPMorgan Chase & Co. ($34.90M), LPL Financial LLC ($13.64M), Envestnet Portfolio Solutions Inc. ($11.84M), Jane Street Group LLC ($9.91M), Park Avenue Securities LLC ($7.14M), and CWM LLC ($6.36M).

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

Institutional investors have bought a total of 154,626,065 shares in the last 24 months. This purchase volume represents approximately $9.10B in transactions.

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

Of the 570 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. ($11.28M), Jones Financial Companies Lllp ($8.00M), Auto Owners Insurance Co ($3.59M), Envestnet Portfolio Solutions Inc. ($3.21M), LPL Financial LLC ($2.14M), JPMorgan Chase & Co. ($2.03M), and CWM LLC ($1.42M).

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

Institutional investors have sold a total of 57,184,226 shares in the last 24 months. This volume of shares sold represents approximately $3.34B in transactions.


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This page (BATS:EFV) was last updated on 8/19/2025 by MarketBeat.com Staff
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