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iShares MSCI EAFE Value ETF (EFV) Institutional Ownership

iShares MSCI EAFE Value ETF logo
$67.47 +15.22 (+29.11%)
Closing price 03:59 PM Eastern
Extended Trading
$67.42 -0.05 (-0.07%)
As of 07:27 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE Value ETF (BATS:EFV)

Number of
Institutional Buyers
(last 12 months)
830
Total
Institutional Inflows
(last 12 months)
$9.04B
Number of
Institutional Sellers
(last 12 months)
571
Total
Institutional Outflows
(last 12 months)
$3.38B
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Skip Chart & View Institutional Buying and Selling Data

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
9/4/2025Osaic Holdings Inc.1,080,804$68.54M0.1%+53.1%0.264%
9/3/2025American Trust8,083$513K0.0%N/A0.002%
8/29/2025Evolution Wealth Management Inc.6,327$402K0.5%N/A0.002%
8/29/2025Centaurus Financial Inc.17,979$1.14M0.1%+3.4%0.004%
8/28/2025Stark Wealth Management LLC39,600$2.49M3.4%N/A0.010%
8/27/2025Barnes Wealth Management Group Inc71,633$4.55M2.7%+52.4%0.017%
8/27/2025Orion Porfolio Solutions LLC460,056$29.20M0.2%+82.5%0.112%
8/27/2025Seneca Financial Advisors LLC97,343$6.18M2.4%-4.0%0.024%
8/27/2025Squarepoint Ops LLC19,814$1.26M0.0%+20.4%0.005%
8/26/2025Thrivent Financial for Lutherans24,116$1.53M0.0%-98.4%0.006%
8/25/2025Silverlake Wealth Management LLC4,764$302K0.1%N/A0.001%
8/25/2025Fulcrum Equity Management11,966$760K0.8%+48.4%0.003%
8/20/2025Coppell Advisory Solutions LLC3,192$203K0.0%N/A0.001%
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%
8/19/2025Pitcairn 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%
8/18/2025Kestra Investment Management LLC6,963$442K0.0%N/A0.002%
8/16/2025Evergreen Capital Management LLC11,565$734K0.0%N/A0.003%
8/16/2025Headlands Technologies LLC594$38K0.0%-44.4%0.000%
8/15/2025High Falls Advisors Inc439,058$27.87M6.2%+43.5%0.107%
8/15/2025Global View Capital Management LLC3,803$241K0.1%N/A0.001%
8/15/2025SkyView Investment Advisors LLC39,549$2.51M0.4%-22.4%0.010%
8/15/2025Semmax Financial Advisors Inc.23,086$1.52M0.4%+65.6%0.006%
8/15/2025Corient Private Wealth LLC236,385$15.01M0.0%+0.9%0.058%
8/15/2025Equitable Holdings Inc.71,636$4.55M0.0%+24.8%0.017%
8/15/2025Captrust Financial Advisors516,143$32.77M0.1%+3.7%0.126%
8/15/2025Fidelity D & D Bancorp Inc.4,581$291K0.2%N/A0.001%
8/15/2025Manhattan West Asset Management LLC11,234$713K0.2%+2.2%0.003%
8/15/2025Lantern Wealth Advisors LLC14,356$911K0.5%N/A0.004%
8/15/2025Vident Advisory LLC4,881$310K0.0%N/A0.001%
8/15/2025Visionary Wealth Advisors16,892$1.07M0.1%+1.7%0.004%
8/15/2025Two Sigma Securities LLC6,052$384K0.0%-51.8%0.001%
8/15/2025Talisman Wealth Advisors LLC7,175$455K0.4%+9.3%0.002%
8/15/2025Smartleaf Asset Management LLC48,308$3.07M0.3%+423.7%0.012%
8/15/2025Snowden Capital Advisors LLC196,607$12.48M0.4%+56.5%0.048%
8/15/2025Redwood Investment Management LLC58,642$3.72M0.4%+22.8%0.014%
8/15/2025Orion Porfolio Solutions LLC19,435$1.23M0.0%-92.3%0.005%
8/15/2025MML Investors Services LLC5,691,240$361.28M1.0%+68.6%1.388%
8/15/2025Modern Wealth Management LLC107,992$6.86M0.2%+53.0%0.026%
8/15/2025IHT Wealth Management LLC430,536$27.33M0.8%+36.1%0.105%
8/15/2025Great Valley Advisor Group Inc.22,989$1.46M0.0%-6.7%0.006%
8/15/2025Gallagher Fiduciary Advisors LLC17,388$1.10M0.0%+53.4%0.004%
8/15/2025EP Wealth Advisors LLC630,080$40.00M0.3%+24.6%0.154%
8/15/2025Curi Capital LLC7,776$494K0.0%N/A0.002%
8/15/2025Benjamin Edwards Inc.41,815$2.65M0.0%+58.9%0.010%
8/15/2025BNP Paribas Financial Markets10,334$656K0.0%+163.0%0.003%
8/15/2025Bank of America Corp DE9,719,462$616.99M0.0%+11.5%2.371%
8/15/2025AQR Capital Management LLC281,558$17.87M0.0%+2.5%0.069%
8/15/2025Ameriprise Financial Inc.5,266,058$334.83M0.1%+30.2%1.284%
8/14/2025MGB Wealth Management LLC12,496$793K0.3%N/A0.003%
8/14/2025Ausdal Financial Partners Inc.10,114$642K0.0%+108.5%0.002%
8/14/2025Raymond James Financial Inc.1,740,774$110.50M0.0%+21.7%0.425%
8/14/2025Betterment LLC17,383$1.10M0.0%+7.6%0.004%
8/14/2025Quantinno Capital Management LP13,030$827K0.0%+207.9%0.003%
8/14/2025Diversify Advisory Services LLC43,054$2.86M0.1%-4.9%0.011%
8/14/2025Alliancebernstein L.P.5,094,815$323.42M0.1%+0.6%1.243%
8/14/2025Peapack Gladstone Financial Corp8,959$569K0.0%+32.5%0.002%
8/14/2025Hamilton Capital LLC3,413,531$216.69M11.9%+1.8%0.833%
8/14/2025Operose Advisors LLC21,239$1.35M0.4%+1.7%0.005%
8/14/2025HUB Investment Partners LLC4,493$285K0.0%-19.2%0.001%
8/14/2025Squarepoint Ops LLC19,814$1.26M0.0%+20.4%0.005%
8/14/2025FAS Wealth Partners Inc.271,662$17.25M1.3%+2.3%0.066%
8/14/2025NewEdge Advisors LLC2,517,628$159.82M0.8%+52.4%0.614%
8/14/2025Qube Research & Technologies Ltd58,089$3.69M0.0%-34.6%0.014%
8/14/2025Sentinus LLC248,942$15.80M3.9%+66.3%0.061%
8/14/2025L2 Asset Management LLC74,489$4.73M0.8%+75.1%0.018%
8/14/2025Transce3nd LLC12,680$805K0.3%-54.5%0.003%
8/14/2025Vertex Planning Partners LLC162,846$10.34M2.2%+60.4%0.040%
8/14/2025Baker Avenue Asset Management LP183,474$11.65M0.3%+1.3%0.045%
8/14/2025Balance Wealth LLC7,675$487K0.3%-33.0%0.002%
8/14/2025BlackDiamond Wealth Management LLC63,345$4.03M2.3%-3.3%0.015%
8/14/2025Cary Street Partners Financial LLC447,199$27.21M0.8%+12.1%0.109%
8/14/2025Cerity Partners LLC198,239$12.58M0.0%+10.7%0.048%
8/13/2025Per Stirling Capital Management LLC.43,633$2.77M0.4%+169.2%0.011%
8/13/2025Cary Street Partners Investment Advisory LLC9,627$611K0.3%+48.8%0.002%
8/13/2025Quantum Portfolio Management LLC70,391$4.47M2.1%+50.9%0.017%
8/13/2025StoneX Group Inc.12,188$774K0.0%-27.9%0.003%
8/13/2025Vance Wealth LLC56,262$3.57M1.2%-3.0%0.014%
8/13/2025Cresset Asset Management LLC29,459$1.87M0.0%+29.2%0.007%
8/13/2025Gateway Wealth Partners LLC78,011$4.95M0.9%+68.9%0.019%
8/13/2025Brown Advisory Inc.47,459$3.01M0.0%-0.6%0.012%
8/13/2025SCS Capital Management LLC42,818$2.72M0.0%+94.0%0.010%
8/13/2025Milestone Investment Advisors LLC4,387$278K0.1%-10.0%0.001%
8/13/2025GeoWealth Management LLC42,636$2.71M0.1%+40.1%0.010%
8/13/2025Dynamic Wealth Strategies LLC48,785$3.10M2.2%+3.2%0.012%
8/13/2025Baird Financial Group Inc.2,661,374$168.94M0.3%+3.2%0.649%
8/13/2025Kilter Group LLC268,672$17.06M7.8%+71.4%0.066%
8/13/2025EverSource Wealth Advisors LLC52,445$3.33M0.2%+9.4%0.013%
8/13/2025Trek Financial LLC283,140$17.97M1.2%+51.2%0.069%
8/13/2025JT Stratford LLC15,860$1.01M0.2%+54.0%0.004%
8/13/2025Elios Financial Group Inc.33,425$2.12M1.0%+139.7%0.008%
8/13/2025Twin Peaks Wealth Advisors LLC115,617$7.69M2.5%+72.8%0.028%
8/13/2025Nicolet Bankshares Inc.3,238$206K0.0%N/A0.001%
8/13/2025RPg Family Wealth Advisory LLC26,784$1.70M0.5%-3.8%0.007%
8/13/2025WCG Wealth Advisors LLC105,526$6.70M0.4%+2.2%0.026%
8/13/2025Beacon Pointe Advisors LLC859,083$54.54M0.6%-1.3%0.210%
8/13/2025M&T Bank Corp1,417,626$89.99M0.3%-2.6%0.346%
(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, 1,132 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 1,003 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 153,355,319 shares in the last 24 months. This purchase volume represents approximately $9.04B in transactions.

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

Of the 571 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 Thrivent Financial for Lutherans ($1.44M).

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

Institutional investors have sold a total of 57,758,533 shares in the last 24 months. This volume of shares sold represents approximately $3.38B in transactions.


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This page (BATS:EFV) was last updated on 9/9/2025 by MarketBeat.com Staff
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