ISHARES MSCI EAFE VALUE ETF (EFV) Top Institutional Shareholders
ISHARES MSCI EAFE VALUE ETF (EFV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $23.82B in EFV holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of EFV tracked by InsiderSet, reporting ownership valued at approximately $4.44B in its March 31, 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 $4.58B, representing an estimated gain of +3.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed EFV value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Lpl Financial Llc, Fmr Llc, 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
1,239
Total Reported Value
$23.82B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$4.44B
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
71
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 | 1.19% | 59,658,594 | $4,435,616,432 | $4,580,586,847 | +$144,970,415 | +3.27% | |
| Lpl Financial Llc | 0.41% | 20,848,511 | $1,550,086,670 | $1,600,748,675 | +$50,662,005 | +3.27% | |
| Fmr Llc | 0.07% | 16,987,705 | $1,263,035,893 | $1,304,315,990 | +$41,280,097 | +3.27% | |
| Us Bancorp \De\ | 1.26% | 13,973,824 | $1,038,980,225 | $1,072,910,207 | +$33,929,982 | +3.27% | |
| Morgan Stanley | 0.05% | 11,968,016 | $889,822,125 | $918,904,268 | +$29,082,143 | +3.27% | |
| Bank Of America Corp | 0.06% | 10,342,735 | $768,982,311 | $794,115,193 | +$25,132,882 | +3.27% | |
| Jones Financial Companies Lllp | 0.26% | 7,441,607 | $536,130,715 | $571,366,585 | +$35,235,870 | +6.57% | |
| Ameriprise Financial Inc | 0.12% | 6,885,302 | $511,904,440 | $528,653,488 | +$16,749,048 | +3.27% | |
| Hamilton Capital, Llc | 10.60% | 5,735,492 | $416,616,923 | $440,371,076 | +$23,754,153 | +5.70% | |
| Auto-Owners Insurance Co | 7.14% | 4,588,000 | $341,117,800 | $352,266,640 | +$11,148,840 | +3.27% | |
| Envestnet Portfolio Solutions, Inc. | 1.75% | 4,243,307 | $315,489,873 | $325,801,111 | +$10,311,238 | +3.27% | |
| Mml Investors Services, Llc | 0.81% | 3,937,150 | $292,727,079 | $302,294,377 | +$9,567,298 | +3.27% | |
| Cetera Investment Advisers | 0.31% | 3,915,091 | $291,086,998 | $300,600,687 | +$9,513,689 | +3.27% | |
| Alliancebernstein L.P. | 0.09% | 3,823,550 | $273,039,706 | $293,572,169 | +$20,532,463 | +7.52% | |
| Dynasty Wealth Management, Llc | 2.28% | 3,522,247 | $261,879,043 | $270,438,125 | +$8,559,082 | +3.27% | |
| Ubs Group Ag | 0.04% | 3,235,923 | $240,590,875 | $248,454,168 | +$7,863,293 | +3.27% | |
| Cwm, Llc | 0.59% | 3,030,442 | $225,313,350 | $232,677,337 | +$7,363,987 | +3.27% | |
| Riverfront Investment Group, Llc | 3.22% | 2,802,917 | $208,396,940 | $215,207,967 | +$6,811,027 | +3.27% | |
| Baird Financial Group, Inc. | 0.32% | 2,716,112 | $201,942,928 | $208,543,079 | +$6,600,151 | +3.27% | |
| Royal Bank Of Canada | 0.04% | 2,699,497 | $200,709,000 | $207,267,380 | +$6,558,380 | +3.27% | |
| Pnc Financial Services Group, Inc. | 0.12% | 2,600,749 | $193,365,673 | $199,685,508 | +$6,319,835 | +3.27% | |
| Wells Fargo & Company/Mn | 0.04% | 2,525,627 | $187,780,351 | $193,917,641 | +$6,137,290 | +3.27% | |
| Bank Of New York Mellon Corp | 0.03% | 2,481,489 | $184,498,654 | $190,528,725 | +$6,030,071 | +3.27% | |
| Truist Financial Corp | 0.24% | 2,392,672 | $177,895,197 | $183,709,356 | +$5,814,159 | +3.27% | |
| Merit Financial Group, Llc | 1.31% | 2,370,127 | $176,218,998 | $181,978,351 | +$5,759,353 | +3.27% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.65% | 2,259,093 | $167,963,565 | $173,453,161 | +$5,489,596 | +3.27% | |
| Blackrock, Inc. | 0.00% | 2,246,847 | $167,053,097 | $172,512,913 | +$5,459,816 | +3.27% | |
| Raymond James Financial Inc | 0.05% | 2,203,124 | $163,802,269 | $169,155,861 | +$5,353,592 | +3.27% | |
| Signature Estate & Investment Advisors Llc | 3.28% | 2,175,844 | $161,774,001 | $167,061,302 | +$5,287,301 | +3.27% | |
| Composition Wealth, Llc | 2.11% | 2,067,115 | $153,689,970 | $158,713,090 | +$5,023,120 | +3.27% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 2.60% | 2,009,214 | $149,385,068 | $154,267,451 | +$4,882,383 | +3.27% | |
| Foundations Investment Advisors, Llc | 1.81% | 1,959,652 | $145,700,134 | $150,462,081 | +$4,761,947 | +3.27% | |
| Onedigital Investment Advisors Llc | 1.40% | 1,921,972 | $142,898,627 | $147,569,010 | +$4,670,383 | +3.27% | |
| Northwestern Mutual Wealth Management Co | 0.08% | 1,779,015 | $132,269,757 | $136,592,772 | +$4,323,015 | +3.27% | |
| Sanctuary Advisors, Llc | 0.71% | 1,760,693 | $130,907,561 | $135,186,009 | +$4,278,448 | +3.27% | |
| Sagespring Wealth Partners, Llc | 2.23% | 1,646,319 | $122,403,809 | $126,404,373 | +$4,000,564 | +3.27% | |
| Jb Capital Llc | 4.83% | 1,609,766 | $119,686,126 | $123,597,833 | +$3,911,707 | +3.27% | |
| Charles Schwab Investment Management Inc | 0.02% | 1,548,880 | $115,159,228 | $118,923,006 | +$3,763,778 | +3.27% | |
| Openarc Corporate Advisory, Llc | 1.57% | 1,479,002 | $109,963,799 | $113,557,774 | +$3,593,975 | +3.27% | |
| Commonwealth Equity Services, Llc | 0.15% | 1,477,400 | $109,844,707 | $113,434,772 | +$3,590,065 | +3.27% | |
| Focus Partners Wealth | 0.12% | 1,458,273 | $108,596,311 | $111,966,201 | +$3,369,890 | +3.10% | |
| Modera Wealth Management, Llc | 1.19% | 1,335,086 | $99,263,663 | $102,507,903 | +$3,244,240 | +3.27% | |
| Alesco Advisors, Llc, An Esl Co | 2.46% | 1,297,475 | $96,467,297 | $99,620,131 | +$3,152,834 | +3.27% | |
| Stifel Financial Corp | 0.09% | 1,277,140 | $94,955,084 | $98,058,809 | +$3,103,725 | +3.27% | |
| Osaic Holdings, Inc. | 0.13% | 1,237,051 | $92,033,272 | $94,980,776 | +$2,947,504 | +3.20% | |
| Savant Capital, Llc | 0.43% | 1,203,411 | $89,473,593 | $92,397,897 | +$2,924,304 | +3.27% | |
| M&T Bank Corp | 0.30% | 1,193,965 | $88,771,332 | $91,672,633 | +$2,901,301 | +3.27% | |
| United Capital Financial Advisors, Llc | 0.52% | 1,137,189 | $84,370,612 | $87,313,371 | +$2,942,759 | +3.49% | |
| Aspiriant, Llc | 2.26% | 1,069,553 | $79,521,322 | $82,120,279 | +$2,598,957 | +3.27% | |
| Cerity Partners Llc | 0.11% | 1,042,366 | $77,499,808 | $80,032,861 | +$2,533,053 | +3.27% |
Frequently asked questions about EFV
Who owns the most EFV stock?
The largest holders of EFV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MSCI EAFE VALUE ETF (EFV).
Is EFV widely held by superinvestors?
Many widely followed stocks like EFV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EFV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.