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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 %
DWM
276
Drive Wealth Management
Utah
$5.76M +$108K +1,694 +2%
KV
277
Kickstand Ventures
New York
$5.67M +$183K +2,877 +3%
MYIA
278
Mount Yale Investment Advisors
Colorado
$5.64M +$1.88M +29,560 +50%
GAM
279
Gotham Asset Management
New York
$5.63M – – –
CA
280
Claro Advisors
Massachusetts
$5.55M +$1.81M +28,524 +48%
SIM
281
Synergy Investment Management
Florida
$5.54M +$2.65M +41,676 +92%
Legacy Financial Group (Iowa)
282
Legacy Financial Group (Iowa)
Iowa
$5.53M +$638K +10,050 +13%
5W
283
5T Wealth
California
$5.47M +$454K +7,159 +9%
CWP
284
Corepath Wealth Partners
Arizona
$5.45M +$24K +375 +0.4%
CG
285
Clifford Group
Massachusetts
$5.41M -$108K -1,709 -2%
FT
286
Fiduciary Trust
Massachusetts
$5.4M +$278K +4,387 +5%
AWM
287
Able Wealth Management
New Jersey
$5.31M +$3.25M +51,206 +158%
WA
288
Wealth Architects
California
$5.28M +$15.6K +246 +0.3%
EFH
289
Eaton Financial Holdings
Florida
$5.27M – – –
BBA
290
Braun-Bostich & Associates
Pennsylvania
$5.26M +$1.5M +23,658 +40%
MA
291
Mutual Advisors
Nebraska
$5.24M +$386K +5,915 +8%
SCM
292
SOL Capital Management
Maryland
$5.19M +$1.56M +24,500 +43%
VCP
293
Verus Capital Partners
Arizona
$5.16M +$1.52M +23,879 +42%
EA
294
Efficient Advisors
Ohio
$5.14M -$955K -15,051 -16%
USCWA
295
U.S. Capital Wealth Advisors
Texas
$5.14M +$724K +11,410 +16%
MCA
296
Maryland Capital Advisors
Maryland
$5.11M -$70.8K -1,116 -1%
AWA
297
Arkadios Wealth Advisors
Georgia
$5.06M +$492K +7,758 +11%
1WA
298
180 Wealth Advisors
Washington
$5.01M +$42.5K +670 +0.9%
EWA
299
Elevate Wealth Advisory
Georgia
$5.01M -$228K -3,591 -4%
SF
300
SWP Financial
California
$4.99M +$2.53M +39,880 +103%
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