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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

1,038 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 112 funds opening new positions, 546 increasing their positions, 245 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
+45
Holders Change %
+4.53%
% of All Funds
13.92%
Holding in Top 10
112
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.43%
% of All Funds
1.5%
New
112
Increased
546
Reduced
245
Closed
44
Calls
$82.7M
Puts
–
Net Calls
+$82.7M
Net Calls Change
-$9.02M

Top Buyers

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

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$0
2
JHU
Johns Hopkins University
Maryland
$0
3
OMC
Old Mission Capital
Illinois
$0
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.53M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$535M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
CoreCap Advisors
Michigan
$7.91M +$1.23M +19,453 +19%
GIM
227
Glenmede Investment Management
Pennsylvania
$7.84M +$7.84M +123,552 New
SWM
228
Spire Wealth Management
Virginia
$7.77M +$470K +7,406 +6%
OWCM
229
One Wealth Capital Management
Arizona
$7.71M +$2.07M +32,606 +37%
SPAS
230
Spectrum Planning & Advisory Services
California
$7.71M +$561K +8,830 +8%
TPWA
231
Twin Peaks Wealth Advisors
California
$7.69M +$3.24M +48,700 +73%
EPW
232
Endeavor Private Wealth
Kansas
$7.65M +$3.17M +49,985 +71%
1SB
233
1ST Source Bank
Indiana
$7.57M +$9.27K +146 +0.1%
ICMP
234
Integrated Capital Management (Pennsylvania)
Pennsylvania
$7.51M +$29.6K +467 +0.4%
C1AG
235
Client 1st Advisory Group
Florida
$7.44M +$198K +3,113 +3%
HBS
236
Howard Bailey Securities
Indiana
$7.39M -$777K -12,245 -10%
CFD
237
Creative Financial Designs
Indiana
$7.36M +$5.67M +89,298 +336%
NEWAS
238
N.E.W. Advisory Services
Wisconsin
$7.33M -$4.06M -63,882 -36%
CA
239
Capital Advantage
California
$7.21M -$7.17K -113 -0.1%
BMWS
240
Brady Martz Wealth Solutions
North Dakota
$7.18M +$104K +1,632 +1%
KWM
241
Kingsview Wealth Management
Oregon
$7.16M +$4.83M +76,054 +207%
MOS
242
MGO One Seven
Ohio
$7.04M +$5.85M +92,210 +492%
KCM
243
Kathmere Capital Management
Pennsylvania
$7M -$307K -4,830 -4%
TWM
244
Tradition Wealth Management
Minnesota
$7M +$2.19M +34,575 +46%
MWM
245
McNaughton Wealth Management
California
$6.99M +$1.35M +21,344 +24%
NSIM
246
North Star Investment Management
Illinois
$6.96M +$102K +1,605 +1%
LWM
247
Liberty Wealth Management
California
$6.89M +$1.13M +17,829 +20%
WIA
248
World Investment Advisors
California
$6.88M -$3.46M -54,520 -33%
ACM
249
Ascent Capital Management
Oregon
$6.88M +$67.7K +1,067 +1%
LWA
250
Lifelong Wealth Advisors
Minnesota
$6.87M +$2.64M +41,519 +62%
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