iShares MSCI EAFE Value ETF (EFV) Institutional Ownership

$56.41
+0.32 (+0.57%)
(As of 05/17/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
574
Total
Institutional Inflows
(last 12 months)
$35.53B
Number of
Institutional Sellers
(last 12 months)
461
Total
Institutional Outflows
(last 12 months)
$2.09B
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EFV Institutional Buying and Selling by Quarter

iShares MSCI EAFE Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Semmax Financial Advisors Inc.7,890$438K0.1%+10.1%0.003%
5/17/2024 Pineridge Advisors LLC2,710$147K0.1%-19.1%0.001%
5/17/2024 Comerica Bank182,199$9.91M0.0%-1.0%0.059%
5/17/2024 SkyView Investment Advisors LLC45,571$2.48M0.5%+2.1%0.015%
5/16/2024 Jane Street Group LLC9,907,136$538.95M0.1%N/A3.184%
5/16/2024 Redwood Investment Management LLC38,486$2.09M0.2%+4.8%0.012%
5/16/2024 Global Financial Private Client LLC3,597$194K0.1%-8.8%0.001%
5/16/2024 B. Riley Wealth Advisors Inc.370,143$20.14M0.5%+45.0%0.119%
5/16/2024 Ancora Advisors LLC63,704$3.47M0.1%+101.1%0.020%
5/16/2024 Dynasty Wealth Management LLC52,882$2.88M0.1%N/A0.017%
5/16/2024 High Falls Advisors Inc300,228$16.33M4.1%-20.5%0.096%
5/16/2024 Icon Wealth Advisors LLC415,910$22.63M2.1%-22.2%0.134%
5/16/2024 Waverly Advisors LLC240,310$13.07M0.3%+575.7%0.077%
5/16/2024 Captrust Financial Advisors402,959$21.92M0.1%-47.9%0.129%
5/15/2024 Ascent Group LLC43,650$2.38M0.2%+1.9%0.014%
5/15/2024 Mount Yale Investment Advisors LLC61,703$3.36M0.3%-50.9%0.020%
5/15/2024 Beaird Harris Wealth Management LLC5,478$298K0.0%-13.9%0.002%
5/15/2024 Geisinger Health160,000$8.70M2.0%-37.6%0.051%
5/15/2024 Manhattan West Asset Management LLC10,596$576K0.1%N/A0.003%
5/15/2024 BOKF NA329,000$17.78M0.3%-4.4%0.106%
5/15/2024 Kestra Advisory Services LLC469,481$25.54M0.2%+10.4%0.151%
5/15/2024 LRI Investments LLC1,429$79K0.0%N/A0.000%
5/15/2024 Quadrature Capital Ltd58,908$3.20M0.1%N/A0.019%
5/14/2024 JT Stratford LLC7,159$389K0.1%-31.9%0.002%
5/14/2024 Toronto Dominion Bank42,704$2.32M0.0%+2,773.8%0.014%
5/14/2024 First Commonwealth Financial Corp PA 14,488$788K0.2%-22.3%0.005%
5/14/2024 Axxcess Wealth Management LLC25,215$1.37M0.0%+134.9%0.008%
5/14/2024 EP Wealth Advisors LLC27,102$1.47M0.0%-20.6%0.009%
5/14/2024 CreativeOne Wealth LLC334,104$18.18M0.7%+3.1%0.107%
5/14/2024 Delap Wealth Advisory LLC6,863$373K0.2%-50.0%0.002%
5/14/2024 Northwest Wealth Management LLC94,958$5.17M1.4%-1.8%0.031%
5/14/2024 Elgethun Capital Management261,086$14.14M3.6%+1.9%0.084%
5/14/2024 InterOcean Capital Group LLC17,129$932K0.0%N/A0.006%
5/14/2024 Pitcairn Co.67,669$3.68M0.2%N/A0.022%
5/14/2024 Lake Street Advisors Group LLC6,824$371K0.0%N/A0.002%
5/13/2024 O Shaughnessy Asset Management LLC13,791$750K0.0%+32.0%0.004%
5/13/2024 Rockport Wealth LLC4,626$252K0.1%N/A0.001%
5/13/2024 PAX Financial Group LLC132,472$7.21M1.4%-37.2%0.043%
5/11/2024 Resurgent Financial Advisors LLC13,355$727K0.4%+2.7%0.004%
5/11/2024 Exencial Wealth Advisors LLC431,164$23.46M0.9%-2.8%0.139%
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5/11/2024 Ironwood Investment Counsel LLC41,126$2.24M0.4%-1.4%0.013%
5/10/2024 Osaic Holdings Inc.681,406$37.08M0.1%-84.4%0.219%
5/10/2024 TIAA Trust National Association1,150,166$62.57M0.2%-15.6%0.370%
5/10/2024 Alera Investment Advisors LLC4,969$270K0.0%-73.8%0.002%
5/10/2024 Pinnacle Wealth Planning Services Inc.129,286$7.03M1.0%+4.7%0.042%
5/10/2024 First Foundation Advisors17,077$929K0.0%+38.5%0.005%
5/10/2024 ARK & TLK Investments LLC17,273$940K0.3%-10.5%0.006%
5/10/2024 1ST Source Bank139,097$7.57M0.4%-48.1%0.045%
5/10/2024 Nwam LLC22,660$1.25M0.1%-14.5%0.007%
5/9/2024 Orion Portfolio Solutions LLC236,767$12.88M0.1%N/A0.076%
5/9/2024 Blair William & Co. IL119,012$6.47M0.0%+2.4%0.038%
5/9/2024 HBK Sorce Advisory LLC4,701$256K0.0%N/A0.002%
5/9/2024 Kingsview Wealth Management LLC23,710$1.29M0.0%+18.6%0.008%
5/9/2024 MB Generational Wealth LLC3,851$209K0.2%N/A0.001%
5/9/2024 Interchange Capital Partners LLC24,229$1.25M0.8%-32.8%0.008%
5/8/2024 Foundation Wealth Management LLC67,074$3.65M3.0%-2.4%0.022%
5/8/2024 West Wealth Group LLC278,801$15.17M5.6%-22.9%0.090%
5/8/2024 TSA Wealth Managment LLC156,606$8.52M3.7%-29.5%0.050%
5/8/2024 Tanglewood Wealth Management Inc.9,515$518K0.1%-3.7%0.003%
5/8/2024 Bleakley Financial Group LLC17,871$972K0.0%+2.4%0.006%
5/8/2024 Avantax Advisory Services Inc.289,621$15.76M0.1%-18.7%0.093%
5/8/2024 US Bancorp DE11,514,175$626.38M0.9%+2.1%3.700%
5/8/2024 Addison Capital Co11,650$634K0.3%+132.6%0.004%
5/8/2024 Tranquility Partners LLC7,994$435K0.2%+3.8%0.003%
5/8/2024 Watershed Private Wealth LLC107,933$5.87M2.6%+974.3%0.035%
5/8/2024 New Republic Capital LLC5,300$288K0.2%-29.2%0.002%
5/8/2024 Semus Wealth Partners LLC6,187$337K0.3%-53.5%0.002%
5/8/2024 Keeler Thomas Management LLC232,228$12.65M4.3%+6.8%0.075%
5/7/2024 Verus Capital Partners LLC52,274$2.84M0.3%-2.9%0.017%
5/7/2024 Pointe Capital Management LLC4,626$252K0.2%N/A0.001%
5/7/2024 NorthRock Partners LLC8,479$461K0.0%-10.0%0.003%
5/7/2024 Stonebrook Private Inc.274,716$14.95M4.4%+10.8%0.088%
5/7/2024 Concurrent Investment Advisors LLC26,635$1.45M0.1%-44.2%0.009%
5/7/2024 Atomi Financial Group Inc.15,925$866K0.1%-60.0%0.005%
5/7/2024 Allegheny Financial Group LTD4,582$249K0.1%-36.0%0.001%
5/7/2024 WealthPLAN Partners LLC24,786$1.35M0.1%-32.0%0.008%
5/7/2024 Benedetti & Gucer Inc.22,904$1.25M0.6%+5.6%0.007%
5/7/2024 Shared Vision Wealth Group LLC72,744$3.96M2.5%-26.2%0.023%
5/7/2024 EQ LLC103,949$5.66M3.5%+9.2%0.033%
5/7/2024 Windward Private Wealth Management Inc.29,289$1.59M0.7%-4.0%0.009%
5/7/2024 Oppenheimer & Co. Inc.19,807$1.08M0.0%+13.6%0.006%
5/7/2024 PFG Advisors67,147$3.65M0.3%+2.8%0.022%
5/7/2024 Obermeyer Wood Investment Counsel Lllp4,911$267K0.0%+24.6%0.002%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,537,958$83.67M2.5%+4.2%0.494%
5/7/2024 Hilltop National Bank5,850$318K0.1%N/A0.002%
5/7/2024 Wealthspire Advisors LLC25,688$1.40M0.0%-3.2%0.008%
5/7/2024 Empowered Funds LLC128,628$7.00M0.1%N/A0.041%
5/7/2024 Motive Wealth Advisors10,175$554K0.3%N/A0.003%
5/7/2024 Stokes Family Office LLC4,404$240K0.0%N/A0.001%
5/6/2024 Envestnet Portfolio Solutions Inc.7,052,199$383.64M1.4%-19.8%2.266%
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5/6/2024 Valence8 US LP473,976$25.78M13.4%+12.4%0.152%
5/6/2024 Advisory Services Network LLC120,128$6.54M0.1%-17.8%0.039%
5/6/2024 W.H. Cornerstone Investments Inc.20,797$1.13M0.8%-27.3%0.007%
5/6/2024 Advisory Alpha LLC49,564$2.70M0.1%-47.7%0.016%
5/4/2024 Hemington Wealth Management9,440$514K0.2%-2.7%0.003%
5/4/2024 PrairieView Partners LLC118,580$6.45M0.7%-0.3%0.038%
5/4/2024 Beacon Bridge Wealth Partners LLC73,060$3.97M1.9%-19.7%0.023%
5/4/2024 Geneos Wealth Management Inc.62,806$3.42M0.2%+11.6%0.020%
5/4/2024 Team Hewins LLC4,595$250K0.0%-10.7%0.001%
5/4/2024 Commonwealth Retirement Investments LLC24,393$1.33M0.6%-31.6%0.008%
(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, 948 institutional investors and hedge funds held shares of iShares MSCI EAFE Value ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($2.59B), Jones Financial Companies Lllp ($845.91M), Graham Capital Wealth Management LLC ($794.12M), FMR LLC ($748.70M), LPL Financial LLC ($631.29M), US Bancorp DE ($626.38M), 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 860 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 ($618.58M), JPMorgan Chase & Co. ($33.43M), Envestnet Asset Management Inc. ($22.83M), CFS Investment Advisory Services LLC ($19.50M), Jane Street Group LLC ($9.91M), Envestnet Portfolio Solutions Inc. ($9.52M), and LPL Financial LLC ($5.83M).

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

Institutional investors have bought a total of 823,897,737 shares in the last 24 months. This purchase volume represents approximately $40.14B in transactions.

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

Of the 629 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. ($26.48M), CFS Investment Advisory Services LLC ($19.28M), Osaic Holdings Inc. ($3.72M), Park Avenue Securities LLC ($3.50M), CWM LLC ($3.09M), Balentine LLC ($2.94M), and Natixis Advisors L.P. ($2.82M).

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

Institutional investors have sold a total of 120,065,162 shares in the last 24 months. This volume of shares sold represents approximately $5.63B in transactions.


This page (BATS:EFV) was last updated on 5/19/2024 by MarketBeat.com Staff

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