ISHARES TR (EFV) is held by 139 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC as of Q2 2026.

Are institutions buying or selling EFV?

In Q2 2026, 60 institutions opened or increased positions in ISHARES TR while 81 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on EFV?

HoldingsIntel scores ISHARES TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 2 of the 4 carrying data for EFV. In Q2 2026, the institutional leg showed net outflows: 60 buying versus 81 selling.

How many hedge funds hold EFV?

139 institutional investors report holding ISHARES TR (EFV) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into EFV?

As of Q2 2026, tracked institutions in ISHARES TR show 60 buyers versus 81 sellers — net outflows.

ISHARES TR

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

139

Holders

(25 Elite)

$14.3B

Total Value

43% (141)

Consensus

60 buying - 81 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 139 funds

25 elite

Who's Trading

Source dates: Price Aug 31, 2026 · Insiders none · Activists Aug 6, 2026 · Congress none

Activist

FMR LLC5.6%Aug 6, 2026

Activist

FMR LLC3.9%Nov 5, 2025

View all activist filings

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Decreased	32.3M(-45.9%)	$2.5B	0.6%	+46.99%	0
FMR LLC	Increased	17.4M(+2.6%)	$1.3B	0.1%	+53.26%	33
$US BANCORP \DE\$ US BANCORP \DE\	Increased	14.1M(+1.2%)	$1.1B	1.2%	+85.83%	51
LPL Financial LLC	Decreased	13.5M(-35.3%)	$1B	0.2%	+50.20%	0
JPMORGAN CHASE & CO	Decreased	10.8M(-19.3%)	$828M	0.0%	+38.88%	0
BANK OF AMERICA CORP /DE/	Decreased	9.6M(-7.5%)	$732.7M	0.0%	+50.81%	0
MORGAN STANLEY	Decreased	9.2M(-22.8%)	$706.9M	0.0%	+51.78%	0
JONES FINANCIAL COMPANIES LLLP	Increased	7.5M(+1.4%)	$574.2M	0.2%	+111.10%	38
Dynasty Wealth Management, LLC	Increased	4.7M(+33.4%)	$359.7M	2.7%	+14.03%	68
AMERIPRISE FINANCIAL INC	Decreased	4.5M(-34.1%)	$347.3M	0.1%	+41.90%	0
ALLIANCEBERNSTEIN L.P.	Increased	4.2M(+9.9%)	$312.3M	0.1%	+73.17%	41
UBS Group AG	Decreased	3.1M(-5.4%)	$234.4M	0.0%	+79.29%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	2.9M(-5.0%)	$221.4M	0.1%	+118.00%	0
Baird Financial Group, Inc.	Decreased	2.7M(-1.7%)	$204.4M	0.3%	+70.06%	0
MML INVESTORS SERVICES, LLC	Decreased	2.6M(-33.6%)	$200.2M	0.4%	+50.68%	0
ROYAL BANK OF CANADA	Decreased	2.4M(-10.4%)	$185.2M	0.0%	+43.72%	0
WELLS FARGO & COMPANY/MN	Decreased	2.2M(-13.1%)	$168M	0.0%	+71.97%	0
Cetera Investment Advisers	Decreased	2.1M(-45.7%)	$162.8M	0.1%	+54.20%	0
RAYMOND JAMES FINANCIAL INC	Decreased	2.1M(-5.2%)	$159.8M	0.0%	+42.77%	0
BlackRock, Inc.	Decreased	2M(-13.2%)	$149.3M	0.0%	+52.40%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

ISHARES TR

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