Who owns EFV?
iShares MSCI EAFE Value ETF · iShares
1,249 institutions reported holding EFV, worth $20.9B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of EFV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Envestnet Asset Management Inc. | Berwyn, PA | $2.5B | 32,274,634 | −27,383,960 shares |
| FMR LLC | Boston, MA | $1.3B | 17,424,650 | +436,945 shares |
| US Bancorp | Minneapolis, MN | $1.1B | 14,137,778 | +163,954 shares |
| LPL Financial LLC | Fort Mill, SC | $1.0B | 13,493,721 | −7,354,790 shares |
| JPMorgan Chase & Co | New York, NY | $828.0M | 10,814,234 | −2,586,264 shares |
| Bank of America Corp. | Charlotte, NC | $732.7M | 9,571,701 | −771,034 shares |
| Morgan Stanley | New York, NY | $706.9M | 9,234,472 | −2,733,544 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $574.2M | 7,542,634 | +101,027 shares |
| Dynasty Wealth Management, LLC | St. Petersburg, FL | $359.7M | 4,699,261 | +1,177,014 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $347.3M | 4,537,921 | −2,347,381 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns EFV?
1,249 institutional managers reported holding EFV in Form 13F filings for June 30, 2026, worth $20.9B in total. The largest reported position was held by Envestnet Asset Management Inc., at $2.5B.
Did institutions buy or sell EFV last quarter?
Reported 13F value fell 17.1% from March 31, 2026, which includes price moves as well as buying and selling. 120 firms reported a new position and 92 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is EFV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.