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iShares MSCI EAFE Value ETF (EFV) Institutional Ownership

iShares MSCI EAFE Value ETF logo
$59.90 +7.65 (+14.63%)
Closing price 03:59 PM Eastern
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$60.98 +1.07 (+1.79%)
As of 07:28 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)
687
Total
Institutional Inflows
(last 12 months)
$5.11B
Number of
Institutional Sellers
(last 12 months)
483
Total
Institutional Outflows
(last 12 months)
$2.68B
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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
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%
3/17/2025 Wealth Enhancement Advisory Services LLC312,917$16.42M0.0%+14.3%0.085%
3/12/2025 Centaurus Financial Inc.17,451$916K0.1%+8.5%0.005%
3/11/2025 Anchor Pointe Wealth Management LLC26,218$1.37M1.8%N/A0.007%
3/6/2025 Copia Wealth Management6,159$323K0.3%N/A0.002%
3/6/2025 Kilter Group LLC213,263$11.19M7.3%N/A0.058%
3/4/2025 Comprehensive Money Management Services LLC4,005$210K0.2%N/A0.001%
3/3/2025 Forthright Family Wealth Advisory LLC160,763$8.44M5.5%+127.2%0.044%
2/28/2025 BridgePort Financial Solutions LLC48,310$2.77M1.3%N/A0.016%
2/27/2025 REAP Financial Group LLC7,806$410K0.1%-5.9%0.003%
2/27/2025 Pinnacle Wealth Planning Services Inc.143,577$7.53M1.1%+4.9%0.046%
2/26/2025 LifeWealth Investments LLC57,568$3.02M2.0%N/A0.018%
2/26/2025 Capital A Wealth Management LLC4,643$244K0.4%N/A0.001%
2/26/2025 Discipline Wealth Solutions LLC11,152$585K0.3%-7.4%0.004%
2/25/2025 B. Riley Wealth Advisors Inc.143,053$7.51M0.2%-41.2%0.046%
2/25/2025 Armis Advisers LLC38,753$2.03M0.2%N/A0.012%
2/25/2025 Shufro Rose & Co. LLC46,843$2.46M0.2%+1.5%0.015%
2/25/2025 Integrated Advisors Network LLC8,745$459K0.0%+20.1%0.003%
2/24/2025 Ameriflex Group Inc.4,034$221K0.1%N/A0.001%
2/22/2025 American Trust5,143$270K0.0%N/A0.002%
2/21/2025 Ascent Group LLC28,242$1.48M0.1%-11.9%0.009%
2/20/2025 Michels Family Financial LLC8,080$424K0.4%N/A0.003%
2/19/2025 Toronto Dominion Bank10,332$542K0.0%N/A0.003%
2/19/2025 Invst LLC337,715$17.72M2.2%+11.5%0.109%
2/19/2025 WCG Wealth Advisors LLC140,926$7.40M0.5%+3.6%0.045%
2/18/2025 McMill Wealth Management12,677$665K0.3%N/A0.004%
2/18/2025 Western Wealth Management LLC4,953$260K0.1%-57.5%0.002%
2/18/2025 Pettinga Financial Advisors LLC343,865$18.04M4.1%-2.0%0.110%
2/18/2025 JT Stratford LLC11,378$597K0.1%+13.7%0.004%
2/18/2025 JDM Financial Group LLC2,088$110K0.1%+653.8%0.001%
2/18/2025 Novem Group4,493$236K0.0%N/A0.001%
2/18/2025 MidWestOne Financial Group Inc.8,919$468K0.1%-5.9%0.003%
2/18/2025 Focus Partners Advisor Solutions LLC373,553$19.60M0.3%+39.0%0.120%
2/18/2025 First Heartland Consultants Inc.34,722$1.82M0.2%+30.9%0.011%
2/18/2025 Talisman Wealth Advisors LLC6,521$342K0.4%+51.2%0.002%
2/18/2025 Lantern Wealth Advisors LLC12,752$669K0.4%+18.2%0.004%
2/17/2025 Vance Wealth LLC62,704$3.29M1.3%-3.9%0.020%
2/17/2025 Waverly Advisors LLC523,466$27.47M0.4%+33.8%0.168%
2/17/2025 Visionary Wealth Advisors17,442$915K0.1%-4.7%0.006%
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2/17/2025 Squarepoint Ops LLC6,894$362K0.0%N/A0.002%
2/17/2025 Stonebrook Private Inc.319,685$16.77M4.4%+38.2%0.103%
2/17/2025 Toronto Dominion Bank10,332$542K0.0%N/A0.003%
2/17/2025 Salus Financial Advisors LLC53,533$2.81M2.2%N/A0.017%
2/17/2025 Scissortail Wealth Management LLC94,821$4.98M1.3%+22,316.3%0.030%
2/17/2025 Sentinus LLC204,975$10.76M3.1%+2,925.9%0.066%
2/17/2025 Snowden Capital Advisors LLC171,194$8.98M0.3%+2.9%0.055%
2/17/2025 Royal Bank of Canada1,484,524$77.89M0.0%+11.1%0.477%
2/17/2025 Redwood Investment Management LLC45,084$2.37M0.2%+8.6%0.014%
2/17/2025 Quadcap Wealth Management LLC21,041$1.10M0.2%-11.1%0.007%
2/17/2025 Pathstone Holdings LLC1,241,747$65.16M0.3%+2.6%0.399%
2/17/2025 NorthRock Partners LLC103,996$5.46M0.2%+1,334.0%0.033%
2/17/2025 Laird Norton Wetherby Wealth Management LLC8,853$464K0.0%+63.5%0.003%
2/17/2025 LifePlan Investment Advisors Inc.36,079$1.89M1.2%+51.2%0.012%
2/17/2025 Investor s Fiduciary Advisor Network LLC22,535$1.18M0.5%N/A0.007%
2/17/2025 Guardian Wealth Advisors LLC NC152,635$8.01M0.6%+3,815,775.0%0.049%
2/17/2025 Gen Wealth Partners Inc99,903$5.24M2.3%+7.3%0.032%
2/17/2025 Gotham Asset Management LLC85,148$4.47M0.0%N/A0.027%
2/17/2025 Focus Partners Wealth1,064,415$55.86M0.1%+8.9%0.342%
2/17/2025 Fiduciary Trust Co81,002$4.25M0.1%+0.5%0.026%
2/17/2025 Fullcircle Wealth LLC42,932$2.44M1.0%+16.6%0.014%
2/17/2025 EP Wealth Advisors LLC568,756$29.84M0.2%-41.4%0.183%
2/17/2025 CoreCap Advisors LLC88,786$4.66M0.2%+15.1%0.029%
2/17/2025 Covenant Partners LLC546,981$28.70M8.8%+7.6%0.176%
2/17/2025 Cambridge Investment Research Advisors Inc.798,425$41.89M0.1%+2.7%0.257%
2/17/2025 Capital Advantage Inc.113,653$5.96M1.1%N/A0.037%
2/17/2025 Cetera Investment Advisers3,005,384$157.69M0.3%+8.8%0.966%
2/17/2025 BOKF NA328,617$17.05M0.3%+2.4%0.106%
2/17/2025 Cahill Financial Advisors Inc.73,019$3.83M0.5%-11.7%0.023%
2/17/2025 Captrust Financial Advisors494,851$25.97M0.1%+17.8%0.159%
2/17/2025 Cary Street Partners Financial LLC381,821$19.06M0.6%N/A0.123%
2/17/2025 Baird Financial Group Inc.2,545,795$133.58M0.3%+2.0%0.818%
2/17/2025 Beverly Hills Private Wealth LLC6,471$340K0.1%-11.9%0.002%
2/17/2025 Bank of America Corp DE9,448,653$495.77M0.0%+13.8%3.036%
2/17/2025 BIP Wealth LLC173,078$9.08M0.6%+9.6%0.056%
2/17/2025 BNP Paribas Financial Markets10,037$527K0.0%+134.7%0.003%
2/17/2025 Ameriprise Financial Inc.4,089,817$214.65M0.1%+10.6%1.314%
2/17/2025 Ancora Advisors LLC90,618$4.76M0.1%+15.0%0.029%
2/17/2025 Aptus Capital Advisors LLC179,844$9.44M0.1%+698.3%0.058%
2/17/2025 Advocacy Wealth Management Services LLC797,508$41.85M3.2%+5.8%0.256%
2/17/2025 Allegheny Financial Group7,409$389K0.1%+40.3%0.002%
2/14/2025 Gallagher Fiduciary Advisors LLC12,880$676K0.1%+52.9%0.004%
2/14/2025 Mercer Global Advisors Inc. ADV417,807$21.92M0.1%-1.3%0.134%
2/14/2025 FAS Wealth Partners Inc.269,315$14.13M1.2%-0.5%0.087%
2/14/2025 LGT Financial Advisors LLC13,409$704K1.6%+12.1%0.004%
2/14/2025 Eagle Strategies LLC4,959$260K0.0%+14.6%0.002%
2/14/2025 Rehmann Capital Advisory Group6,248$328K0.0%+19.4%0.002%
2/14/2025 Navigoe LLC1,348$70K0.1%N/A0.000%
2/14/2025 Comerica Bank183,408$9.62M0.0%+5.8%0.059%
2/14/2025 Bridgewealth Advisory Group LLC3,870$220K0.1%+5.1%0.001%
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2/14/2025 Lido Advisors LLC11,682$613K0.0%+6.1%0.004%
2/14/2025 Northern Trust Corp137,891$7.24M0.0%-0.2%0.044%
2/14/2025 Bellwether Advisors LLC1,244$65K0.0%N/A0.000%
2/14/2025 Beacon Pointe Advisors LLC904,183$47.44M0.5%-1.8%0.291%
2/14/2025 Betterment LLC15,501$813K0.0%-3.7%0.005%
2/14/2025 Prosperity Consulting Group LLC185,960$9.76M0.7%+2.3%0.060%
2/14/2025 Johnson Financial Group Inc.98,065$5.38M0.3%-71.0%0.032%
2/14/2025 SCS Capital Management LLC230,950$12.12M0.2%-5.2%0.074%
2/14/2025 Coldstream Capital Management Inc.18,530$972K0.0%+2.2%0.006%
2/14/2025 Capital Analysts LLC114,829$6.03M0.2%+13.7%0.037%
(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, 1,059 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 935 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 816,062,256 shares in the last 24 months. This purchase volume represents approximately $40.52B in transactions.

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

Of the 656 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 ($4.70M), 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 103,801,504 shares in the last 24 months. This volume of shares sold represents approximately $5.35B in transactions.


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This page (BATS:EFV) was last updated on 3/27/2025 by MarketBeat.com Staff
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