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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 %
MWM
251
Modern Wealth Management
Kansas
$6.86M +$2.37M +37,399 +53%
CC
252
Courier Capital
New York
$6.77M -$7.11K -112 -0.1%
QPWM
253
Quadrant Private Wealth Management
Pennsylvania
$6.76M +$2.5M +39,361 +59%
WWA
254
WCG Wealth Advisors
Nevada
$6.7M +$144K +2,266 +2%
CFO
255
Callan Family Office
Pennsylvania
$6.67M -$259K -4,077 -4%
VA
256
VestGen Advisors
Illinois
$6.63M +$6.63M +103,453 New
SVWG
257
Shared Vision Wealth Group
United States
$6.61M +$924K +14,595 +16%
APP
258
Avantax Planning Partners
Iowa
$6.53M +$613K +9,659 +10%
PP
259
PrairieView Partners
Minnesota
$6.53M -$150K -2,366 -2%
SP
260
Symmetry Partners
Connecticut
$6.53M -$2.37M -37,397 -27%
ACA
261
Atlas Capital Advisors
Wyoming
$6.49M -$34.5K -543 -0.5%
ATPW
262
Ashton Thomas Private Wealth
Arizona
$6.39M +$2.33M +36,692 +57%
KOC
263
Koss-Olinger Consulting
Florida
$6.38M -$1.73M -27,215 -21%
WFPG
264
Waller Financial Planning Group
Ohio
$6.36M +$78.1K +1,230 +1%
NP
265
NorthRock Partners
Minnesota
$6.3M -$129K -2,036 -2%
FWP
266
Firethorn Wealth Partners
Georgia
$6.28M +$1.25M +19,735 +25%
LF
267
Lantz Financial
Illinois
$6.27M +$2M +31,478 +47%
PFS
268
Prospera Financial Services
Texas
$6.22M +$3.12M +49,073 +100%
SFA
269
Seneca Financial Advisors
New York
$6.18M -$259K -4,085 -4%
SHF
270
Stage Harbor Financial
Massachusetts
$6.02M -$96.2K -1,515 -2%
CAG
271
Csenge Advisory Group
Florida
$5.98M +$1.83M +28,683 +44%
DWT
272
Dorsey & Whitney Trust
South Dakota
$5.98M – – –
NCM
273
Northwest Capital Management
Oregon
$5.86M -$2.74M -43,110 -32%
JFGIW
274
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.86M +$1.39M +21,873 +31%
BBWP
275
Beacon Bridge Wealth Partners
Pennsylvania
$5.79M +$1.86M +29,259 +47%
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