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 Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include M&T Bank Corp, Hamilton Capital, Llc, Cerity Partners Llc, Bank Of America Corp, and Alliancebernstein L.P..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| M&T Bank Corp | Buy | +1,217,713 | +3331.3% | 1,254,267 | $93.25M | Q1 2026 | Sep 04, 2026 |
| Cornerstone Financial Management Llc | Buy | +1,866 | +5.7% | 34,373 | $2.56M | Q1 2026 | Aug 28, 2026 |
| Brighton Jones Llc | Buy | +9,313 | — | 9,313 | $692.44K | Q1 2026 | Aug 07, 2026 |
| Capital Advisor Network Llc | Buy | +3,380 | — | 3,380 | $251.30K | Q1 2026 | Aug 06, 2026 |
| Robinswood Financial Llc | Sell | -2,049 | -2.5% | 78,716 | $5.85M | Q1 2026 | Jul 13, 2026 |
| Verus Capital Partners, Llc | Sell | -66,544 | -100.0% | 0 | $0.00 | Q1 2026 | Jul 09, 2026 |
| Wells Fargo & Company/Mn | Sell | -80,081 | -3.1% | 2,525,627 | $187.78M | Q1 2026 | Jul 08, 2026 |
| Wealthpoint Financial, Llc | Sell | -21,457 | -47.4% | 23,839 | $1.77M | Q1 2026 | Jun 26, 2026 |
| Dala Group, Llc | Sell | -4,280 | -100.0% | 0 | $0.00 | Q1 2026 | Jun 18, 2026 |
| Soa Wealth Advisors, Llc. | Sell | -56 | -2.5% | 2,178 | $161.93K | Q1 2026 | May 20, 2026 |
| Western Wealth Management, Llc | Buy | +6,718 | +38.2% | 24,308 | $1.81M | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +736,906 | +7.7% | 10,342,735 | $768.98M | Q1 2026 | May 18, 2026 |
| Ashton Thomas Securities, Llc | Buy | +80,841 | — | 80,841 | $6.01M | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +46,120 | +41.3% | 157,669 | $11.72M | Q1 2026 | May 18, 2026 |
| Barnes Wealth Management Group, Inc | Sell | -26,586 | -46.3% | 30,852 | $2.29M | Q1 2026 | May 18, 2026 |
| Arete Wealth Advisors, Llc | Sell | -14,238 | -4.3% | 315,844 | $23.50M | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Buy | +384 | +1.8% | 21,449 | $1.59M | Q1 2026 | May 18, 2026 |
| Graney & King, Llc | Buy | +7 | — | 7 | $520.00 | Q1 2026 | May 18, 2026 |
| Hamilton Capital, Llc | Sell | -942,662 | -28.2% | 2,396,415 | $178.17M | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Buy | +891,793 | +592.3% | 1,042,366 | $77.50M | Q1 2026 | May 15, 2026 |
| Alliancebernstein L.P. | Sell | -677,082 | -15.0% | 3,823,550 | $273.04M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +671,437 | +9.9% | 7,441,607 | $536.13M | Q1 2026 | May 15, 2026 |
| Charles Schwab Investment Management Inc | Buy | +482,178 | +45.2% | 1,548,880 | $115.16M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -421,421 | -13.5% | 2,699,497 | $200.71M | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +386,460 | +66.7% | 965,472 | $71.78M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +377,608 | +817.3% | 423,812 | $31.51M | Q1 2026 | May 15, 2026 |
| 1607 Capital Partners, Llc | Buy | +279,000 | — | 279,000 | $20.74M | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Buy | +244,558 | +76.5% | 564,162 | $41.95M | Q1 2026 | May 15, 2026 |
| Us Bancorp \De\ | Sell | -232,836 | -1.6% | 13,973,824 | $1.04B | Q1 2026 | May 15, 2026 |
| Creativeone Wealth, Llc | Sell | -225,351 | -52.2% | 206,293 | $15.34M | Q1 2026 | May 15, 2026 |
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.