ISHARES MSCI EAFE VALUE ETF (EFV) Institutional Ownership Changes & 13F Activity

ISHARES MSCI EAFE VALUE ETF (efv) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Renaissance Technologies LLC, Causeway Capital Management, and Matrix Private Capital Group.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsSell-5,754200,405$14,900,146
Q4 2025Renaissance Technologies LLCSell-106,50050,200$3,584,782
Q4 2025Sequoia Financial AdvisorsSell-13,107206,159$14,721,805
Q3 2025Sequoia Financial AdvisorsSell-459219,266$14,872,798
Q2 2025Sequoia Financial AdvisorsSell-99,051219,725$13,948,146
Q1 2025Sequoia Financial AdvisorsSell-126,283318,776$18,788,644
Q1 2025Renaissance Technologies LLCBuy52,900156,700$9,235,898
Q4 2024Sequoia Financial AdvisorsBuy435,768445,059$23,352,240
Q3 2024Causeway Capital ManagementSell-4,174,60022,400$1,288,672
Q3 2024Sequoia Financial AdvisorsSell-2799,291$534,512
Q3 2024Matrix Private Capital GroupBuy541,322$76,055
Q2 2024Sequoia Financial AdvisorsBuy2,2839,570$507,593
Q1 2024Renaissance Technologies LLCBuy33,200103,800$5,647
Q1 2024Sequoia Financial AdvisorsSell-177,287$396,413
Q4 2023Renaissance Technologies LLCSell-22,20070,600$3,678
Q4 2023Sequoia Financial AdvisorsSell-2457,304$380,539
Q3 2023Sequoia Financial AdvisorsBuy867,549$369,373
Q2 2023Renaissance Technologies LLCBuy66,80092,800$4,542
Q2 2023Sequoia Financial AdvisorsBuy6117,463$365,240
Q1 2023Sequoia Financial AdvisorsBuy5456,852$332,528
Q4 2022Matrix Private Capital GroupSell-1181,268$58,176
Q4 2022Sequoia Financial AdvisorsBuy176,307$289,365
Q3 2022Causeway Capital ManagementBuy4,102,2474,197,000$161,710
Q3 2022Renaissance Technologies LLCBuy26,00026,000$1,002
Q3 2022Sequoia Financial AdvisorsSell-7756,290$242
Q3 2022Matrix Private Capital GroupSell-4821,386$53
Q2 2022Sequoia Financial AdvisorsBuy2107,065$307
Q1 2022Causeway Capital ManagementBuy94,75394,753$4,762
Q4 2021Sequoia Financial AdvisorsBuy9856,855$345
Q3 2021Sequoia Financial AdvisorsSell-1,0685,870$298

Frequently asked questions about EFV activity

  • Which institutional owners are buying EFV?

    Institutional owners buying EFV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in EFV activity?

    "Buy" means an investor increased their reported position in EFV compared to the prior reporting period. This reflects growing exposure to ISHARES MSCI EAFE VALUE ETF (EFV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in EFV increasing?

    Institutional interest in EFV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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