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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
M&T Bank CorpBuy+1,217,713+3331.3%1,254,267$93.25MQ1 2026Sep 04, 2026
Cornerstone Financial Management LlcBuy+1,866+5.7%34,373$2.56MQ1 2026Aug 28, 2026
Brighton Jones LlcBuy+9,313—9,313$692.44KQ1 2026Aug 07, 2026
Capital Advisor Network LlcBuy+3,380—3,380$251.30KQ1 2026Aug 06, 2026
Robinswood Financial LlcSell-2,049-2.5%78,716$5.85MQ1 2026Jul 13, 2026
Verus Capital Partners, LlcSell-66,544-100.0%0$0.00Q1 2026Jul 09, 2026
Wells Fargo & Company/MnSell-80,081-3.1%2,525,627$187.78MQ1 2026Jul 08, 2026
Wealthpoint Financial, LlcSell-21,457-47.4%23,839$1.77MQ1 2026Jun 26, 2026
Dala Group, LlcSell-4,280-100.0%0$0.00Q1 2026Jun 18, 2026
Soa Wealth Advisors, Llc.Sell-56-2.5%2,178$161.93KQ1 2026May 20, 2026
Western Wealth Management, LlcBuy+6,718+38.2%24,308$1.81MQ1 2026May 19, 2026
Bank Of America CorpBuy+736,906+7.7%10,342,735$768.98MQ1 2026May 18, 2026
Ashton Thomas Securities, LlcBuy+80,841—80,841$6.01MQ1 2026May 18, 2026
Arkadios Wealth AdvisorsBuy+46,120+41.3%157,669$11.72MQ1 2026May 18, 2026
Barnes Wealth Management Group, IncSell-26,586-46.3%30,852$2.29MQ1 2026May 18, 2026
Arete Wealth Advisors, LlcSell-14,238-4.3%315,844$23.50MQ1 2026May 18, 2026
Centaurus Financial, Inc.Buy+384+1.8%21,449$1.59MQ1 2026May 18, 2026
Graney & King, LlcBuy+7—7$520.00Q1 2026May 18, 2026
Hamilton Capital, LlcSell-942,662-28.2%2,396,415$178.17MQ1 2026May 15, 2026
Cerity Partners LlcBuy+891,793+592.3%1,042,366$77.50MQ1 2026May 15, 2026
Alliancebernstein L.P.Sell-677,082-15.0%3,823,550$273.04MQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+671,437+9.9%7,441,607$536.13MQ1 2026May 15, 2026
Charles Schwab Investment Management IncBuy+482,178+45.2%1,548,880$115.16MQ1 2026May 15, 2026
Royal Bank Of CanadaSell-421,421-13.5%2,699,497$200.71MQ1 2026May 15, 2026
Beacon Pointe Advisors, LlcBuy+386,460+66.7%965,472$71.78MQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+377,608+817.3%423,812$31.51MQ1 2026May 15, 2026
1607 Capital Partners, LlcBuy+279,000—279,000$20.74MQ1 2026May 15, 2026
Mercer Global Advisors IncBuy+244,558+76.5%564,162$41.95MQ1 2026May 15, 2026
Us Bancorp \De\Sell-232,836-1.6%13,973,824$1.04BQ1 2026May 15, 2026
Creativeone Wealth, LlcSell-225,351-52.2%206,293$15.34MQ1 2026May 15, 2026
Showing 30 of 1,065

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.