ISHARES TR (EFV) is held by 144 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC as of Q1 2026.

Are institutions buying or selling EFV?

In Q1 2026, 87 institutions opened or increased positions in ISHARES TR while 59 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on EFV?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

How many hedge funds hold EFV?

144 institutional investors report holding ISHARES TR (EFV) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into EFV?

As of Q1 2026, tracked institutions in ISHARES TR show 87 buyers versus 59 sellers — net inflows.

ISHARES TR

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

144

Holders

(21 Elite)

$18.2B

Total Value

60% (146)

Consensus

87 buying - 59 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 144 funds

21 elite

Who's Trading

Activist

FMR LLC3.9%Nov 5, 2025

View all activist filings

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	59.7M(+12.8%)	$4.4B	1.2%	+40.95%	57
LPL Financial LLC	Increased	20.8M(+6.7%)	$1.6B	0.4%	+44.03%	41
FMR LLC	Decreased	17M(-0.3%)	$1.3B	0.1%	+48.63%	0
$US BANCORP \DE\$ US BANCORP \DE\	Decreased	14M(-1.6%)	$1B	1.3%	+79.75%	0
JPMORGAN CHASE & CO	Increased	13.4M(+0.8%)	$969.7M	0.1%	+47.97%	32
MORGAN STANLEY	Decreased	12M(-0.1%)	$889.8M	0.1%	+45.54%	0
BANK OF AMERICA CORP /DE/	Increased	10.3M(+7.7%)	$769M	0.1%	+44.61%	34
JONES FINANCIAL COMPANIES LLLP	Increased	7.4M(+9.9%)	$536.1M	0.3%	+105.14%	41
AMERIPRISE FINANCIAL INC	Increased	6.9M(+35.4%)	$511.9M	0.1%	+36.07%	49
Envestnet Portfolio Solutions, Inc.	Decreased	4.2M(-42.7%)	$315.5M	1.7%	+52.68%	0
MML INVESTORS SERVICES, LLC	Decreased	3.9M(-12.1%)	$292.7M	0.8%	+44.48%	0
Cetera Investment Advisers	Increased	3.9M(+0.5%)	$291.1M	0.3%	+47.86%	37
ALLIANCEBERNSTEIN L.P.	Decreased	3.8M(-15.0%)	$273M	0.1%	+76.89%	0
Dynasty Wealth Management, LLC	Increased	3.5M(+298.6%)	$261.9M	2.3%	+11.88%	85
UBS Group AG	Increased	3.2M(+9.8%)	$240.6M	0.0%	+71.92%	34
PNC FINANCIAL SERVICES GROUP, INC.	Increased	3M(+2.9%)	$226.4M	0.1%	+109.04%	38
Baird Financial Group, Inc.	Increased	2.7M(+1.5%)	$201.9M	0.3%	+62.68%	37
ROYAL BANK OF CANADA	Decreased	2.7M(-13.5%)	$200.7M	0.0%	+33.39%	0
WELLS FARGO & COMPANY/MN	Decreased	2.5M(-3.1%)	$187.8M	0.0%	+64.90%	0
Bank of New York Mellon Corp	Increased	2.5M(+3.6%)	$184.5M	0.0%	+44.69%	32