Skip to main content
Equibles
EFV logo

EFV · iShares MSCI EAFE Value ETF ETF

Alerts for EFV

Use EFV with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$82.97 -0.12 (-0.14%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 11
Total Value: $260,885,762
Total Shares: 3,408,044

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 11 13F filers · Δ vs Mar 31, 2026
Top Holder
64.8%
Sep 2023 → Jun 2026 · range 9.6% – 64.8%
+55.2 pts
Top 5
95.2%
Sep 2023 → Jun 2026 · range 33.2% – 95.2%
+59.7 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 47.0% – 100.0%
+49.6 pts
HHI
4,571
Sep 2023 → Jun 2026 · range 327 – 4,571
Highly concentrated+4,225

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
7
Decreased
3
Sold Out
596
Unchanged
0
Holder count: -595
Institutional value: -98.4%
Shares held: -98.4%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
CITADEL ADVISORS LLC +460,445 2,207,351
1607 Capital Partners, LLC +314,884 593,884
Parkside Financial Bank & Trust +4,029 79,629
Corient Private Wealth LLC +3,117 226,909
HORAN Wealth, LLC +2,408 28,505

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
MLG Wealth Management DBA Pine Grove Financial Group −133,353 119,863
Advus Financial Partners, LLC −8,529 95,545
TOBIAS FINANCIAL ADVISORS, INC. −114 18,326

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
BROWN, LISLE/CUMMINGS, INC. 363 $27,787

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
LPL Financial LLC 20,848,511 $1,550,086,792
FMR LLC 16,987,705 $1,263,035,865
US BANCORP \DE\ 13,973,824 $1,038,953,813
JPMORGAN CHASE & CO 13,400,498 $996,327,022
MORGAN STANLEY 11,968,016 $889,821,988
Filter: New 1 Increased 7 Reduced 3 Sold out 596 Unchanged 0
Showing 12 of 12
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC EFV $109,703,805 42.05% 1,433,100
CITADEL ADVISORS LLC EFV $59,268,914 22.72% 774,251
1607 Capital Partners, LLC EFV $45,461,820 17.43% 593,884
Corient Private Wealth LLC EFV $17,369,883 6.66% 226,909
MLG Wealth Management DBA Pine Grove Financial Group EFV $9,175,512 3.52% 119,863
Advus Financial Partners, LLC EFV $7,313,969 2.80% 95,545
Parkside Financial Bank & Trust EFV $6,095,599 2.34% 79,629
Cornerstone Financial Management LLC EFV $2,761,847 1.06% 36,079
HORAN Wealth, LLC EFV $2,182,057 0.84% 28,505
TOBIAS FINANCIAL ADVISORS, INC. EFV $1,402,855 0.54% 18,326
TUCKER ASSET MANAGEMENT LLC EFV $121,714 0.05% 1,590
BROWN, LISLE/CUMMINGS, INC. EFV $27,787 0.01% 363