Guru Ownership Trend
Guru Analysis for iShares MSCI EAFE Value ETF (EFV)
iShares MSCI EAFE Value ETF (EFV), a key player in the Market sector, continues to attract institutional attention.
As of Q3 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $29.04 M.
Top institutional holders include Cliff Asness and Joel Greenblatt.
Institutional sentiment is currently Bullish. This is evidenced by a $349,499.85 net inflow during the quarter.
Recent activity highlights Manning & Napier Group who opened a new position. Conversely, Ken Fisher reduced exposure by 48.8%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.01% | Add 3.6% | 291,562 | $19.78 M | Q3 2025 | |
| 0.03% | 88,729 | $6.02 M | Q3 2025 | ||
| 0.00% | Reduce -48.8% | 5,094 | $345,554 | Q3 2025 | |
| 0.00% | New Buy | 4 | $270 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for iShares MSCI EAFE Value ETF (EFV)
Major holders include Cliff Asness ($19.78 M), Joel Greenblatt ($6.02 M), Ken Fisher ($345,554). According to the latest reported data, 4 tracked investment managers collectively hold approximately 385,389 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $349,499.85, with 2 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited EFV. The total reported sell value was $329,341.32.
Yes, 1 managers opened new positions in EFV, and 1 increased their existing holdings. The total reported buy value was $678,841.17.