EFV

EFV — Who Owns This Stock? 13F Breakdown

Ishares Msci Eafe Value ETF

+$1.0B

Net Activity

Institutions Holding

1249

Popularity Rank

#311

Avg Weight

0.65%

Total Value

$25.6B

Ownership Trend

1249 institutions currently hold EFV, with 508 net buyers and 551 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

551

Net Buying Institutions

508

Key Holders

Key Holders

Top 5 by Value

Envestnet Asset Management INC

LPL Financial LLC

US Bancorp \de\

Jpmorgan Chase & Co

Top 5 by Conviction

Hamilton Capital, LLC

Auto-Owners Insurance Co

Park Avenue Securities LLC

Signature Estate & Investment Advisors LLC

View all 1249 holding institutions

Quarterly Activity

Recent Activity

+$15.2B

Total Buy Value

$11.9B

Total Sell Value

New buy103

Trim494

Add405

Sold out57

508

Net Buyers

551

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES MSCI EAFE VALUE ETF (EFV)?

Major stakeholders currently include Envestnet Asset Management INC ($4.4B), LPL Financial LLC ($1.6B), FMR LLC ($1.3B). Based on the latest 13F filings, there are a total of 1249 tracked investment funds and institutions maintaining positions in EFV.

What is the overall institutional sentiment toward EFV recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.0B, driven by 508 managers accumulating shares while 551 reduced their exposure.

Which institutions have been selling or reducing their EFV positions?

In the latest period, 494 funds trimmed their holdings, and 57 managers completely exited their positions. The aggregate reported sell value was $11.9B.

Are there any notable investors adding EFV to their portfolios?

Yes, buying activity remains notable. 103 institutions opened new positions in {ticker}, and 405 existing holders added to their shares. The total reported buy value for the quarter amounted to $15.2B.

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