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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 %
RT
301
Rockland Trust
Massachusetts
$4.96M -$207K -3,259 -4%
GWP
302
Gateway Wealth Partners
Wisconsin
$4.95M +$2.02M +31,811 +69%
MLA
303
My Legacy Advisors
Oregon
$4.95M +$1.32M +20,529 +36%
PFBT
304
Parkside Financial Bank & Trust
Missouri
$4.95M +$294K +4,626 +6%
UAS
305
United Asset Strategies
New York
$4.94M -$88.7K -1,398 -2%
IA
306
IFP Advisors
Florida
$4.92M +$2.07M +32,550 +73%
MAM
307
MMA Asset Management
Pennsylvania
$4.88M -$8.42M -132,655 -63%
TF
308
Theory Financial
Colorado
$4.78M +$1.59M +25,058 +50%
LAM
309
L2 Asset Management
Massachusetts
$4.73M +$2.03M +31,955 +75%
RP
310
Riverwater Partners
Wisconsin
$4.59M – – –
NWM
311
Northwest Wealth Management
Iowa
$4.57M -$253K -3,979 -5%
EH
312
Equitable Holdings
New York
$4.55M +$904K +14,238 +25%
BWMG
313
Barnes Wealth Management Group
California
$4.55M +$1.56M +24,620 +52%
RA
314
RFG Advisory
Alabama
$4.55M +$1.01M +15,838 +28%
HPM
315
Hoxton Planning & Management
West Virginia
$4.52M +$1.4M +21,996 +45%
CFA
316
Cahill Financial Advisors
Minnesota
$4.51M +$4.06K +64 +0.1%
CFO
317
Collective Family Office
Pennsylvania
$4.5M -$28.1K -442 -0.6%
SWM
318
Scissortail Wealth Management
Oklahoma
$4.49M +$129K +2,039 +3%
FRA
319
FFG Retirement Advisors
Colorado
$4.49M +$437K +6,891 +11%
ZF
320
Zhang Financial
Michigan
$4.49M -$9.84K -155 -0.2%
CIS
321
Custom Index Systems
New York
$4.47M +$1.51M +23,755 +51%
NFW
322
Noble Family Wealth
Florida
$4.45M +$189K +2,970 +4%
AWE
323
Avidian Wealth Enterprises
Texas
$4.43M +$1.38M +21,721 +45%
WEG
324
World Equity Group
Illinois
$4.41M +$119K +1,869 +3%
KFG
325
Kingdom Financial Group
Arizona
$4.4M -$3.61M -56,827 -45%
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