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Who owns EFVWhat EFV owns — n/a

Who owns iShares MSCI EAFE Value ETF?

Institutional ownership of EFV from SEC Form 13F filings across 584 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

584

13F holders

$16.40B

value, 2026 filers

57.5%

of shares outstanding (223.3M sh)

55

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of EFV's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1ENVESTNET ASSET MANAGEMENT INC32.3M$2.47B0.6%8.3%-45.9%
2FMR LLC17.4M$1.33B0.1%4.5%+2.6%
3US BANCORP \DE\14.1M$1.08B1.2%3.6%+1.2%
4LPL Financial LLC13.5M$1.03B0.2%3.5%-35.3%
5JPMORGAN CHASE & CO10.8M$828.0M0.0%2.8%-19.3%
6BANK OF AMERICA CORP /DE/9.6M$732.7M0.0%2.5%-7.5%
7MORGAN STANLEY9.2M$706.9M0.0%2.4%-22.8%
8JONES FINANCIAL COMPANIES LLLP7.5M$574.2M0.2%1.9%+1.4%
9AMERIPRISE FINANCIAL INC4.5M$347.3M0.1%1.2%-34.1%
10ALLIANCEBERNSTEIN L.P.4.2M$312.3M0.1%1.1%+9.9%
11PARK AVENUE SECURITIES LLC3.5M$265,0591.7%0.9%-40.9%
12UBS Group AG3.1M$234.4M0.0%0.8%-5.4%
13Merit Financial Group, LLC3.0M$233.4M1.4%0.8%+28.6%
14PNC Financial Services Group, Inc.2.9M$221.4M0.1%0.7%-5.0%
15Baird Financial Group, Inc.2.7M$204.4M0.3%0.7%-1.7%
16MML INVESTORS SERVICES, LLC2.6M$200.2M0.4%0.7%-33.6%
17ROYAL BANK OF CANADA2.4M$185.2M0.0%0.6%-10.4%
18WELLS FARGO & COMPANY/MN2.2M$168.0M0.0%0.6%-13.1%
19SIGNATURE ESTATE & INVESTMENT ADVISORS LLC2.2M$167.1M3.0%0.6%+0.3%
20OpenArc Corporate Advisory, LLC2.2M$166.6M2.0%0.6%+47.2%
21Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2.1M$163.4M2.4%0.5%+6.2%
22Cetera Investment Advisers2.1M$162.8M0.1%0.5%-45.7%
23RAYMOND JAMES FINANCIAL INC2.1M$159.8M0.0%0.5%-5.2%
24SAGESPRING WEALTH PARTNERS, LLC2.1M$159.3M2.4%0.5%+26.4%
25BlackRock, Inc.2.0M$149.3M0.0%0.5%-13.2%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.