13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundHigh-convictionMulti-bagger
EFV

ISHARES MSCI EAFE VALUE ETF

1,341 institutions still hold ISHARES MSCI EAFE VALUE ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288877·Exchange Traded Fund·1,341 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.5%
vs prior quarter
13F value held
$14.8B
52.0% inst. owned
of float
Holders
1,341
+74 QoQ
filers reporting
Activity
+105 / −112
+1,045 added · −880 reduced
this quarter
Concentration
29.94%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

1,341 institutions reported EFV in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 29.9% of the visible book. +74 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4.4B59.7M1.19%Q1 202602
LPL Financial LLC
CIK 0001403438
$1.6B20.8M0.41%Q1 202603
FMR LLC
CIK 0000315066
$1.3B17.0M0.07%Q1 202604
US BANCORP \DE\
CIK 0000036104
$1.0B14.0M1.26%Q1 202605
JPMORGAN CHASE & CO
CIK 0000019617
$970M13.4M0.06%Q1 202606
MORGAN STANLEY
CIK 0000895421
$890M12.0M0.05%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$769M10.3M0.06%Q1 202608
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$536M7.4M0.26%Q1 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$512M6.9M0.12%Q1 202610
Auto-Owners Insurance Co
CIK 0001964189
$341M4.6M7.14%Q1 202611
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$315M4.2M1.75%Q1 202612
MML INVESTORS SERVICES, LLC
CIK 0000701059
$293M3.9M0.81%Q1 202613
Cetera Investment Advisers
CIK 0001666741
$291M3.9M0.31%Q1 202614
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$273M3.8M0.09%Q1 202615
Dynasty Wealth Management, LLC
CIK 0001727599
$262M3.5M2.28%Q1 202616
UBS Group AG
CIK 0001610520
$241M3.2M0.04%Q1 202617
CWM, LLC
CIK 0001535847
$225M3.0M0.59%Q1 202618
RiverFront Investment Group, LLC
CIK 0001469751
$208M2.8M3.22%Q1 202619
Baird Financial Group, Inc.
CIK 0001648711
$202M2.7M0.32%Q1 202620
ROYAL BANK OF CANADA
CIK 0001000275
$201M2.7M0.04%Q1 2026
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