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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

1,034 hedge funds and large institutions have $23.6B invested in iShares MSCI EAFE Value ETF in 2025 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 545 increasing their positions, 243 reducing their positions, and 44 closing their positions.

Holders
1,034
Holders Change
+41
Holders Change %
+4.13%
% of All Funds
13.89%
Holding in Top 10
112
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.43%
% of All Funds
1.5%
New
111
Increased
545
Reduced
243
Closed
44
Calls
$82.7M
Puts
–
Net Calls
+$82.7M
Net Calls Change
-$9.02M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.45B
2
LPL Financial
2
LPL Financial
California
$1.44B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1B
4
Morgan Stanley
4
Morgan Stanley
New York
$761M
5
AOI
5
Auto-Owners Insurance
Michigan
$252M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
JHU
2
Johns Hopkins University
Maryland
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$1.53M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$535M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.45B 70,125,413 +23,376,524 +50%
LPL Financial
2
LPL Financial
California
$1.44B 22,704,102 +7,646,102 +51%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.41B 22,174,091 +905,956 +4%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1B 15,814,518 +3,518,683 +29%
US Bancorp
5
US Bancorp
Minnesota
$864M 13,614,142 +540,216 +4%
Morgan Stanley
6
Morgan Stanley
New York
$761M 11,993,662 +2,968,077 +33%
Bank of America
7
Bank of America
North Carolina
$617M 9,719,462 +999,564 +11%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$569M 8,959,087 +1,743,904 +24%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$535M 8,424,731 -1,397,828 -14%
PAS
10
Park Avenue Securities
New York
$459M 7,223,191 +2,194,643 +44%
BlackRock
11
BlackRock
New York
$455M 7,171,045 +2,106,933 +42%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$403M 6,346,073 +1,725,475 +37%
MML Investors Services
13
MML Investors Services
Massachusetts
$361M 5,691,240 +2,316,220 +69%
Ameriprise
14
Ameriprise
Minnesota
$335M 5,266,058 +1,222,406 +30%
AllianceBernstein
15
AllianceBernstein
Tennessee
$323M 5,094,815 +31,570 +0.6%
AOI
16
Auto-Owners Insurance
Michigan
$252M 3,963,000 +2,964,000 +297%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$245M 3,858,478 +1,086,486 +39%
HC
18
Hamilton Capital
Ohio
$217M 3,413,531 +61,905 +2%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$216M 3,395,602 +15,108 +0.4%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$212M 3,343,833 +902,001 +37%
UBS Group
21
UBS Group
Switzerland
$186M 2,922,647 +71,279 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$185M 2,914,080 +975,865 +50%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$169M 2,661,374 +81,973 +3%
Wells Fargo
24
Wells Fargo
California
$162M 2,548,457 +274,925 +12%
NA
25
NewEdge Advisors
Louisiana
$160M 2,517,628 +865,488 +52%
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