iShares MSCI EAFE Value ETF (EFV) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling EFV?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for iShares MSCI EAFE Value ETF, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on EFV?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for iShares MSCI EAFE Value ETF.

Is institutional money flowing into EFV?

144 institutional investors hold iShares MSCI EAFE Value ETF (EFV). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about EFV?

Track institutional sentiment and conviction scores for iShares MSCI EAFE Value ETF (EFV) including Smart Money Verdict and position changes on HoldingsIntel.

iShares MSCI EAFE Value ETF

EFV·464288877·US·etf·Unknown - Unknown-13D/G

EAFE VALUE ETF

EFV (iShares MSCI EAFE Value ETF) is held by 144 institutional investors as of Q4 2025. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($3.8B), LPL Financial LLC ($1.4B), FMR LLC ($1.2B). Net institutional sentiment: Mixed.

144

Holders

Avg rating(19 Elite)

$17.1B

Total Value

52% (151)

Fund Consensus

77 buying - 71 selling

Smart Money VerdictView all

61Mixed MomentumConfirmed

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See how EFV's score breaks down across 4 SEC sources

Held by 144 funds

19 elite

Who's Trading

ActivistFMR LLC3.9%Nov 5, 2025

View all activist filings

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Decreased	52.9M(-12.6%)	$3.8B	1.1%	+42.77%	0
LPL Financial LLC	Decreased	19.5M(-5.8%)	$1.4B	0.4%	+42.88%	0
FMR LLC	Increased	17M(+10.4%)	$1.2B	0.1%	+43.56%	35
US BANCORP \DE\	Increased	14.2M(+1.5%)	$1B	1.2%	+73.63%	51
JPMORGAN CHASE & CO	Decreased	13.3M(-7.1%)	$949.1M	0.1%	+43.44%	0
MORGAN STANLEY	Increased	12M(+2.0%)	$855.9M	0.1%	+40.58%	32
BANK OF AMERICA CORP /DE/	Decreased	9.6M(-9.2%)	$686M	0.0%	+44.07%	0
Envestnet Portfolio Solutions, Inc.	Decreased	7.4M(-5.3%)	$528.5M	1.9%	+47.48%	0
JONES FINANCIAL COMPANIES LLLP	Decreased	6.8M(-1.4%)	$483.5M	0.3%	+119.53%	0
AMERIPRISE FINANCIAL INC	Decreased	5.1M(-18.2%)	$363M	0.1%	+47.90%	0
ALLIANCEBERNSTEIN L.P.	Decreased	4.5M(-7.0%)	$321.4M	0.1%	+70.86%	0
MML INVESTORS SERVICES, LLC	Increased	4.5M(+0.5%)	$320M	0.8%	+39.56%	44
BlackRock, Inc.	Decreased	4.3M(-16.2%)	$305.5M	0.0%	+41.16%	0
Cetera Investment Advisers	Decreased	3.9M(-2.6%)	$278.1M	0.3%	+43.15%	0
ROYAL BANK OF CANADA	Decreased	3.1M(-15.4%)	$222.9M	0.0%	+28.85%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	3M(-5.1%)	$211.3M	0.1%	+108.07%	0
UBS Group AG	Increased	2.9M(+0.1%)	$210.4M	0.0%	+77.59%	30
Baird Financial Group, Inc.	Decreased	2.7M(-0.2%)	$191M	0.3%	+58.53%	0
WELLS FARGO & COMPANY/MN	Increased	2.6M(+1.4%)	$186.1M	0.0%	+59.28%	31
RAYMOND JAMES FINANCIAL INC	Increased	2.4M(+23.4%)	$173.9M	0.1%	+32.24%	37
Bank of New York Mellon Corp	Decreased	2.4M(-7.5%)	$171M	0.0%	+41.82%	0
TIAA TRUST, NATIONAL ASSOCIATION	Increased	2.4M(+1.9%)	$170.1M	0.4%	+44.42%	37
Merit Financial Group, LLC	Decreased	2.3M(-0.6%)	$162.3M	1.3%	+28.39%	0
NewEdge Advisors, LLC	Decreased	2M(-8.6%)	$145.4M	0.5%	+41.05%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	2M(+21.1%)	$144.1M	0.1%	+46.66%	36
OneDigital Investment Advisors LLC	Decreased	1.9M(-13.6%)	$135.7M	1.3%	+47.17%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	1.8M(-2.4%)	$131.9M	0.2%	+60.87%	0
Sanctuary Advisors, LLC	Decreased	1.7M(-11.4%)	$124M	0.7%	+38.53%	0
TRUIST FINANCIAL CORP	Increased	1.5M(+14.2%)	$109.3M	0.1%	+38.56%	41
Focus Partners Wealth	Increased	1.5M(+5.6%)	$107.4M	0.1%	+34.15%	38
SCHRODER INVESTMENT MANAGEMENT GROUP	New	1.4M	$101.2M	0.1%	+5.64%	41
Savant Capital, LLC	Decreased	1.3M(-4.4%)	$90.8M	0.5%	+96.27%	0
STIFEL FINANCIAL CORP	Decreased	1.2M(-3.8%)	$89M	0.1%	+43.69%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Decreased	1.2M(-13.5%)	$83.8M	0.5%	+38.07%	0
OSAIC HOLDINGS, INC.	Decreased	1.1M(-4.7%)	$81.9M	0.1%	+43.49%	0
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	Increased	1.1M(+708.9%)	$76.5M	0.1%	+7.41%	57
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	1.1M(+62.6%)	$76.2M	0.0%	+15.24%	43
AE Wealth Management LLC	Increased	1.1M(+1.0%)	$75M	0.4%	+75.17%	36
Dynasty Wealth Management, LLC	Decreased	883,762(-34.6%)	$63.1M	0.6%	+42.36%	0
Pathstone Holdings, LLC	Decreased	882,607(-21.9%)	$63M	0.2%	+55.37%	0
Mariner, LLC	Increased	867,219(+6.4%)	$61.9M	0.1%	+56.15%	31
ASSETMARK, INC	Increased	832,835(+401.3%)	$59.5M	0.1%	+10.71%	57
Farther Finance Advisors, LLC	Increased	594,483(+42.5%)	$42.5M	0.5%	+34.03%	47
Beacon Pointe Advisors, LLC	Increased	579,012(+7.3%)	$41.3M	0.3%	+72.73%	37
PRUDENTIAL FINANCIAL INC	Increased	557,540(+0.9%)	$40M	0.0%	+31.16%	29
Rockefeller Capital Management L.P.	Increased	544,597(+11.5%)	$38.9M	0.1%	+39.32%	32
GOLDMAN SACHS GROUP INC	Decreased	515,158(-17.6%)	$36.8M	0.0%	+39.60%	0
EP Wealth Advisors, LLC	Decreased	512,232(-18.7%)	$36.6M	0.2%	+45.01%	0
Waverly Advisors, LLC	Decreased	500,499(-3.5%)	$35.7M	0.3%	+52.18%	0
HighTower Advisors, LLC	Increased	486,297(+7.6%)	$34.7M	0.0%	+76.60%	31
Kestra Advisory Services, LLC	Increased	475,171(+1.6%)	$33.9M	0.1%	+49.69%	35
CAPTRUST FINANCIAL ADVISORS	Decreased	467,918(-19.8%)	$33.4M	0.1%	+57.31%	0
FRANKLIN RESOURCES INC	Increased	464,024(+1.1%)	$33.1M	0.0%	+17.74%	29
Allspring Global Investments Holdings, LLC	Decreased	420,835(-0.0%)	$30.1M	0.0%	+96.61%	0
BANK OF MONTREAL /CAN/	Increased	394,914(+21.3%)	$28.2M	0.0%	+29.86%	34
Lido Advisors, LLC	Increased	389,839(+2470.0%)	$27.8M	0.1%	+6.87%	46
Orion Porfolio Solutions, LLC	Decreased	380,048(-0.1%)	$27.1M	0.2%	+33.74%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	346,209(+10.2%)	$25.1M	0.0%	+56.00%	32
MERCER GLOBAL ADVISORS INC /ADV	Increased	319,604(+21.3%)	$22.8M	0.0%	+59.43%	34
AQR CAPITAL MANAGEMENT LLC	Increased	304,038(+4.3%)	$21.7M	0.0%	+31.20%	30
&PARTNERS	Increased	295,785(+9.3%)	$21.1M	0.1%	+31.96%	37
Private Advisor Group, LLC	Increased	295,883(+5.2%)	$21.1M	0.1%	+45.10%	30
Integrated Wealth Concepts LLC	Decreased	293,054(-12.2%)	$20.9M	0.2%	+53.30%	0
FIFTH THIRD BANCORP	Decreased	285,095(-2.9%)	$20.4M	0.1%	+122.02%	0
JOHNSON INVESTMENT COUNSEL INC	Increased	246,685(+3.5%)	$17.6M	0.1%	+54.45%	35
GREENLEAF TRUST	Decreased	245,885(-5.0%)	$17.6M	0.2%	+88.37%	0
Qube Research & Technologies Ltd	New	226,998	$16.2M	0.0%	+5.64%	39
COMERICA BANK	Increased	223,545(+3.0%)	$16M	0.1%	+49.24%	29
Corient Private Wealth LLC	Increased	222,027(+10.0%)	$15.6M	0.0%	+75.47%	31
Creative Planning	Increased	217,995(+2.2%)	$15.6M	0.0%	+72.58%	29
Cullen Capital Management, LLC	Decreased	217,890(-5.9%)	$15.6M	0.2%	+14.61%	0
Steward Partners Investment Advisory, LLC	Decreased	211,142(-6.3%)	$15.1M	0.1%	+47.49%	0
Sequoia Financial Advisors, LLC	Decreased	206,159(-6.0%)	$14.7M	0.1%	+51.62%	0
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	198,345(+11.7%)	$14.2M	0.1%	+55.95%	37
Aptus Capital Advisors, LLC	Increased	193,680(+0.2%)	$13.8M	0.1%	+48.29%	28
BLAIR WILLIAM & CO/IL	Increased	179,104(+5.7%)	$12.8M	0.0%	+52.82%	30
CITIGROUP INC	Increased	175,798(+13.7%)	$12.6M	0.0%	+37.73%	32
Cerity Partners LLC	Decreased	150,573(-4.3%)	$10.8M	0.0%	+54.25%	0
COMMERCE BANK	Decreased	138,425(-1.4%)	$9.9M	0.1%	+25.57%	0
Allworth Financial LP	Increased	138,220(+7.8%)	$9.9M	0.0%	+50.13%	30
NORTHERN TRUST CORP	Increased	129,253(+2.8%)	$9.2M	0.0%	+89.83%	28
GLENMEDE TRUST CO NA	Increased	114,832(+9.9%)	$8.2M	0.0%	+77.40%	30
PRINCIPAL FINANCIAL GROUP INC	Increased	106,429(+116.6%)	$7.6M	0.0%	+22.55%	44
CITADEL ADVISORS LLC	Decreased	98,940(-66.2%)	$7.1M	0.0%	+15.19%	0
Gotham Asset Management, LLC	Increased	96,240(+8.5%)	$6.9M	0.0%	+45.44%	30
Pinnacle Financial Partners, Inc.	New	95,300	$6.8M	0.1%	+5.64%	38
Equitable Holdings, Inc.	Increased	88,425(+18.4%)	$6.3M	0.0%	+49.87%	32
VOYA INVESTMENT MANAGEMENT LLC	Decreased	86,545(-28.3%)	$6.2M	0.0%	+62.87%	0
M&T BANK CORP	Decreased	36,554(-97.2%)	$5.9M	0.0%	+94.53%	0
Quadrature Capital Ltd	New	74,866	$5.3M	0.1%	+5.64%	37
Clark Capital Management Group, Inc.	Increased	64,402(+170.5%)	$4.6M	0.0%	+14.35%	43
TD Waterhouse Canada Inc.	Increased	60,132(+22.9%)	$4.3M	0.0%	+32.65%	32
RWA WEALTH PARTNERS, LLC	Increased	59,652(+1810.1%)	$4.3M	0.0%	+6.07%	43
CIBC WORLD MARKET INC.	Decreased	59,285(-0.6%)	$4.2M	0.0%	+73.95%	0
RENAISSANCE TECHNOLOGIES LLC	New	50,200	$3.6M	0.0%	+5.64%	37
BROWN ADVISORY INC	Decreased	49,836(-0.8%)	$3.6M	0.0%	+87.41%	0
WHITTIER TRUST CO	Increased	48,893(+0.5%)	$3.5M	0.0%	+90.21%	27
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	46,204(-94.2%)	$3.3M	0.0%	+14.91%	0
NewEdge Wealth, LLC	Decreased	45,231(-0.8%)	$3.2M	0.0%	+40.34%	0
Quantinno Capital Management LP	Increased	41,222(+36.0%)	$2.9M	0.0%	+15.14%	34
SCS Capital Management LLC	Decreased	40,614(-4.2%)	$2.9M	0.0%	+57.32%	0
HUNTINGTON NATIONAL BANK	Decreased	39,565(-1.7%)	$2.8M	0.0%	+95.48%	0
HSBC HOLDINGS PLC	New	38,803	$2.8M	0.0%	+5.64%	36
Cresset Asset Management, LLC	Increased	29,852(+12.2%)	$2.1M	0.0%	+43.80%	29
QRG CAPITAL MANAGEMENT, INC.	Decreased	29,581(-4.5%)	$2.1M	0.0%	+18.99%	0
Wealthspire Advisors, LLC	Decreased	29,420(-49.1%)	$2.1M	0.0%	+59.23%	0
BENJAMIN EDWARDS INC	Decreased	28,469(-12.6%)	$2M	0.0%	+32.24%	0
Financial Engines Advisors L.L.C.	Decreased	27,805(-16.5%)	$2M	0.0%	+69.64%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	26,223(+4.5%)	$1.9M	0.0%	+42.50%	27
KEYBANK NATIONAL ASSOCIATION/OH	Increased	26,061(+3.2%)	$1.9M	0.0%	+75.19%	27
DAVENPORT & Co LLC	Decreased	25,396(-1.8%)	$1.8M	0.0%	+48.85%	0
CIBC Private Wealth Group LLC	Increased	22,668(+208.6%)	$1.6M	0.0%	+21.28%	41
MATHER GROUP, LLC.	Decreased	22,379(-20.1%)	$1.6M	0.0%	+41.38%	0
CULLEN/FROST BANKERS, INC.	New	19,668	$1.4M	0.0%	+5.64%	35
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	17,422	$1.2M	0.0%	+5.64%	35
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	Unchanged	14,359	$1.1M	0.0%	+34.04%	0
D.A. DAVIDSON & CO.	Decreased	13,264(-3.8%)	$947,208	0.0%	+52.09%	0
IEQ CAPITAL, LLC	Increased	13,170(+85.9%)	$940,427	0.0%	+10.28%	39
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	New	12,122	$865,632	0.0%	+5.64%	34
Wealthfront Advisers LLC	Increased	11,954(+27.7%)	$853,635	0.0%	+34.16%	31
MILLENNIUM MANAGEMENT LLC	New	11,391	$813,431	0.0%	+5.64%	34
MAI Capital Management	Increased	11,000(+19.8%)	$785,478	0.0%	+32.37%	29
Fisher Asset Management, LLC	Increased	10,097(+98.2%)	$721,077	0.0%	+16.05%	40
HB Wealth Management, LLC	New	9,912	$707,816	0.0%	+5.64%	34
NOMURA ASSET MANAGEMENT CO LTD	Unchanged	8,666	$618,839	0.0%	+58.49%	0
Vident Advisory, LLC	Decreased	5,917(-19.7%)	$422,533	0.0%	+19.38%	0
NATIONAL BANK OF CANADA /FI/	Decreased	5,391(-94.9%)	$384,971	0.0%	+16.87%	0
Engineers Gate Manager LP	New	4,243	$302,993	0.0%	+5.64%	32
Empower Advisory Group, LLC	Decreased	3,825(-4.0%)	$273,143	0.0%	+14.61%	0
MACKENZIE FINANCIAL CORP	New	3,772	$269,845	0.0%	+5.64%	32
TUDOR INVESTMENT CORP ET AL	New	3,729	$266,288	0.0%	+5.64%	32
Bank Julius Baer & Co. Ltd, Zurich	Decreased	3,602(-11.8%)	$257,253	0.0%	+96.84%	0
BNP PARIBAS FINANCIAL MARKETS	Decreased	3,529(-99.5%)	$252,006	0.0%	+14.81%	0
Squarepoint Ops LLC	Increased	3,528(+1.4%)	$251,934	0.0%	+36.07%	23
REGIONS FINANCIAL CORP	Increased	3,349(+12.8%)	$239,152	0.0%	+44.57%	26
VANGUARD GROUP INC	Decreased	3,304(-0.6%)	$235,922	0.0%	+14.61%	0
Russell Investments Group, Ltd.	Decreased	3,298(-0.4%)	$235,510	0.0%	+22.99%	0
AXXCESS WEALTH MANAGEMENT, LLC	New	3,079	$219,876	0.0%	+5.64%	32
Federation des caisses Desjardins du Quebec	Decreased	2,860(-8.3%)	$204,233	0.0%	+118.45%	0
BROWN BROTHERS HARRIMAN & CO	Increased	648(+232.3%)	$46,274	0.0%	+12.62%	33
First Command Advisory Services, Inc.	New	462	$32,991	0.0%	+5.64%	27
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	Unchanged	302	$21,557	0.0%	+72.33%	0
GROUP ONE TRADING LLC	New	100	$7,141	0.0%	+5.64%	25
EXCHANGE TRADED CONCEPTS, LLC	Decreased	50(-27.5%)	$3,570	0.0%	+21.97%	0
BARCLAYS PLC	Exited	0(-100.0%)	$60,369	0.0%	+43.79%	0
Vontobel Holding Ltd.	Exited	0(-100.0%)	$271,240	0.0%	+15.46%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$88.5M	0.0%	+8.49%	0
BANK OF NOVA SCOTIA	Exited	0(-100.0%)	$50.6M	0.0%	+8.49%	0
TORONTO DOMINION BANK	Exited	0(-100.0%)	$1.5M	0.0%	+8.79%	0
HRT FINANCIAL LP	Exited	0(-100.0%)	$2,575	0.0%	+8.49%	0
Kovitz Investment Group Partners, LLC	Exited	0(-100.0%)	$5.9M	0.0%	+21.90%	0

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