EFV Institutional Ownership & Shareholders
ISHARES MSCI EAFE VALUE ETF (EFV) is currently held by 1,256 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $20.55B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of EFV tracked by InsiderSet, reporting ownership valued at approximately $2.47B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.56B, representing an estimated gain of +3.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% of the total disclosed EFV value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Fmr Llc, Us Bancorp \De\, and several other long-term asset managers with concentrated positions in ISHARES MSCI EAFE VALUE ETF (EFV).
This page ranks the largest institutional EFV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,256
Total Reported Value
$20.55B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$2.47B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.58% | 32,274,634 | $2,470,622,425 | $2,558,087,491 | +$87,465,066 | +3.54% | |
| Fmr Llc | 0.06% | 17,424,650 | $1,333,856,983 | $1,381,077,759 | +$47,220,776 | +3.54% | |
| Us Bancorp \De\ | 1.18% | 14,137,778 | $1,082,304,584 | $1,120,560,284 | +$38,255,700 | +3.53% | |
| Lpl Financial Llc | 0.23% | 13,493,721 | $1,032,944,212 | $1,069,512,326 | +$36,568,114 | +3.54% | |
| Jpmorgan Chase & Co | 0.05% | 10,814,234 | $828,045,980 | $857,136,187 | +$29,090,207 | +3.51% | |
| Bank Of America Corp | 0.05% | 9,571,701 | $732,713,696 | $758,653,021 | +$25,939,325 | +3.54% | |
| Morgan Stanley | 0.04% | 9,234,472 | $706,898,966 | $731,924,251 | +$25,025,285 | +3.54% | |
| Jones Financial Companies Lllp | 0.23% | 7,542,634 | $574,159,043 | $597,829,171 | +$23,670,128 | +4.12% | |
| Dynasty Wealth Management, Llc | 2.67% | 4,699,261 | $359,728,444 | $372,463,427 | +$12,734,983 | +3.54% | |
| Ameriprise Financial Inc | 0.07% | 4,537,921 | $347,285,828 | $359,675,618 | +$12,389,790 | +3.57% | |
| Alliancebernstein L.P. | 0.10% | 4,200,484 | $312,305,985 | $332,930,362 | +$20,624,377 | +6.60% | |
| Auto-Owners Insurance Co | 7.35% | 2,973,500 | $235,322,790 | $235,679,610 | +$356,820 | +0.15% | |
| Ubs Group Ag | 0.04% | 3,062,333 | $234,421,591 | $242,720,514 | +$8,298,923 | +3.54% | |
| Riverfront Investment Group, Llc | 3.01% | 2,969,235 | $227,294,994 | $235,341,566 | +$8,046,572 | +3.54% | |
| Cwm, Llc | 0.59% | 3,030,442 | $225,313,350 | $240,192,833 | +$14,879,483 | +6.60% | |
| Signature Estate & Investment Advisors Llc | 3.92% | 2,807,690 | $222,200,593 | $222,537,509 | +$336,916 | +0.15% | |
| Baird Financial Group, Inc. | 0.28% | 2,670,449 | $204,422,883 | $211,659,788 | +$7,236,905 | +3.54% | |
| Mml Investors Services, Llc | 0.41% | 2,615,105 | $200,186,297 | $207,273,222 | +$7,086,925 | +3.54% | |
| Hamilton Capital, Llc | 10.58% | 2,380,631 | $188,403,109 | $188,688,813 | +$285,704 | +0.15% | |
| Pnc Financial Services Group, Inc. | 0.10% | 2,454,603 | $187,899,856 | $194,551,834 | +$6,651,978 | +3.54% | |
| Royal Bank Of Canada | 0.03% | 2,419,152 | $185,185,000 | $191,741,988 | +$6,556,988 | +3.54% | |
| Openarc Corporate Advisory, Llc | 2.04% | 2,284,127 | $180,765,811 | $181,039,906 | +$274,095 | +0.15% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 2.45% | 2,260,904 | $178,927,965 | $179,199,251 | +$271,286 | +0.15% | |
| Sagespring Wealth Partners, Llc | 2.58% | 2,189,293 | $173,260,669 | $173,523,363 | +$262,694 | +0.15% | |
| Wells Fargo & Company/Mn | 0.03% | 2,194,843 | $168,015,204 | $173,963,256 | +$5,948,052 | +3.54% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.57% | 2,172,399 | $166,297,143 | $172,184,345 | +$5,887,202 | +3.54% | |
| Cetera Investment Advisers | 0.15% | 2,126,809 | $162,807,232 | $168,570,881 | +$5,763,649 | +3.54% | |
| Hackensack Meridian Health, Inc. | 10.86% | 2,101,000 | $160,831,550 | $166,525,260 | +$5,693,710 | +3.54% | |
| Raymond James Financial Inc | 0.04% | 2,088,167 | $159,849,248 | $165,508,116 | +$5,658,868 | +3.54% | |
| Blackrock, Inc. | 0.00% | 1,950,110 | $149,280,930 | $154,565,719 | +$5,284,789 | +3.54% | |
| Mariner, Llc | 0.15% | 1,892,172 | $144,845,783 | $149,973,553 | +$5,127,770 | +3.54% | |
| Envestnet Portfolio Solutions, Inc. | 0.65% | 1,783,999 | $136,565,153 | $141,399,761 | +$4,834,608 | +3.54% | |
| Composition Wealth, Llc | 1.54% | 1,718,610 | $131,559,627 | $136,217,029 | +$4,657,402 | +3.54% | |
| Savant Capital, Llc | 0.35% | 1,522,673 | $118,310,810 | $120,687,062 | +$2,376,252 | +2.01% | |
| Merit Financial Group, Llc | 0.72% | 1,524,185 | $116,676,359 | $120,806,903 | +$4,130,544 | +3.54% | |
| Natixis Advisors, Llc | 0.13% | 1,516,211 | $116,065,000 | $120,174,884 | +$4,109,884 | +3.54% | |
| Truist Financial Corp | 0.12% | 1,323,259 | $104,722,748 | $104,881,508 | +$158,760 | +0.15% | |
| Focus Partners Wealth | 0.11% | 1,353,068 | $103,577,445 | $107,244,170 | +$3,666,725 | +3.54% | |
| Osaic Holdings, Inc. | 0.12% | 1,330,566 | $101,932,000 | $105,460,661 | +$3,528,661 | +3.46% | |
| Janney Montgomery Scott Llc | 0.19% | 1,300,382 | $99,544,000 | $103,068,277 | +$3,524,277 | +3.54% | |
| Alesco Advisors, Llc, An Esl Co | 2.25% | 1,283,914 | $98,283,588 | $101,763,024 | +$3,479,436 | +3.54% | |
| Modera Wealth Management, Llc | 1.02% | 1,224,902 | $96,938,727 | $97,085,733 | +$147,006 | +0.15% | |
| Newedge Advisors, Llc | 0.28% | 1,235,409 | $94,570,592 | $97,918,517 | +$3,347,925 | +3.54% | |
| M&T Bank Corp | 0.31% | 1,254,267 | $93,254,332 | $99,413,202 | +$6,158,870 | +6.60% | |
| Bank Of New York Mellon Corp | 0.01% | 1,157,058 | $88,572,787 | $91,708,417 | +$3,135,630 | +3.54% | |
| Commonwealth Equity Services, Llc | 0.11% | 1,056,872 | $83,640,885 | $83,767,675 | +$126,790 | +0.15% | |
| Aspiriant, Llc | 2.03% | 1,045,588 | $82,747,849 | $82,873,305 | +$125,456 | +0.15% | |
| Beacon Pointe Advisors, Llc | 0.38% | 1,070,367 | $81,936,572 | $84,837,288 | +$2,900,716 | +3.54% | |
| Sanctuary Advisors, Llc | 0.37% | 1,040,740 | $79,668,654 | $82,489,052 | +$2,820,398 | +3.54% | |
| Onedigital Investment Advisors Llc | 0.66% | 1,016,945 | $77,847,174 | $80,603,061 | +$2,755,887 | +3.54% |
Frequently asked questions about EFV
Who are the largest institutional holders of EFV?
The largest institutional holders of EFV reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Fmr Llc, Us Bancorp \De\, Lpl Financial Llc, and Jpmorgan Chase & Co. InsiderSet ranks institutional holders by their latest reported EFV position.
What is EFV institutional ownership?
This page tracks EFV positions reported by institutional investment managers through SEC Form 13F. ISHARES MSCI EAFE VALUE ETF (EFV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EFV?
InsiderSet currently tracks 1,256 institutional managers reporting EFV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EFV shareholders.
How much EFV stock do institutions own?
Institutional investment managers disclosed approximately $20.55B in EFV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EFV institutional ownership last updated?
The latest EFV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EFV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EFV position after the reporting date.
Are institutions buying or selling EFV?
Institutional buying and selling can be analyzed by comparing EFV positions across consecutive 13F reporting periods. InsiderSet's EFV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EFV ownership changes.
How has EFV institutional ownership changed over time?
InsiderSet tracks EFV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.