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 quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q2 2021 | Matrix Private Capital Group | Buy | 291 | 1,868 | $97 |
| Q2 2021 | Sequoia Financial Advisors | Buy | 68 | 6,938 | $359 |
| Q1 2021 | Sequoia Financial Advisors | Buy | 15 | 6,870 | $350 |
| Q3 2020 | Sequoia Financial Advisors | Buy | 6,855 | 6,855 | $277 |
| Q2 2020 | Sequoia Financial Advisors | Sell | -6,936 | 0 | $267 |
| Q2 2020 | Matrix Private Capital Group | Buy | 118 | 1,577 | $63 |
| Q1 2020 | Sequoia Financial Advisors | Sell | -2,578 | 6,936 | $248 |
| Q4 2019 | Matrix Private Capital Group | Buy | 1,459 | 1,459 | $73 |
| Q4 2019 | Sequoia Financial Advisors | Sell | -299 | 9,514 | $475 |
| Q2 2019 | Sequoia Financial Advisors | Sell | -3,856 | 9,813 | $472 |
| Q1 2019 | Sequoia Financial Advisors | Sell | -596 | 13,669 | $668 |
| Q4 2018 | Sequoia Financial Advisors | Buy | 248 | 14,265 | $645 |
| Q2 2018 | Sequoia Financial Advisors | Sell | -1,301 | 14,017 | $720 |
| Q1 2018 | Sequoia Financial Advisors | Sell | -1,237 | 15,318 | $836 |
| Q3 2017 | Sequoia Financial Advisors | Sell | -10,113 | 16,555 | $904 |
| Q2 2017 | Sequoia Financial Advisors | Sell | -414 | 26,668 | $1,379 |
| Q1 2017 | Sequoia Financial Advisors | Sell | -1,254 | 27,082 | $1,362 |
| Q4 2016 | Sequoia Financial Advisors | Buy | 1,415 | 28,336 | $1,339 |
| Q3 2016 | Sequoia Financial Advisors | Sell | -7,301 | 26,921 | $1,243 |
| Q2 2016 | Sequoia Financial Advisors | Buy | 32,693 | 34,222 | $1,469 |
| Q1 2016 | Sequoia Financial Advisors | Sell | -209,141 | 1,529 | $34,094 |
| Q3 2015 | Sequoia Financial Advisors | Buy | 22,743 | 210,670 | $9,752 |
| Q2 2015 | Sequoia Financial Advisors | Buy | 44,364 | 187,927 | $9,834 |
| Q1 2015 | Sequoia Financial Advisors | Buy | 136,894 | 143,563 | $7,649 |
| Q4 2013 | Sequoia Financial Advisors | Buy | 6,669 | 6,669 | $381 |
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.