EFV icon

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 %
CWM
326
Cranbrook Wealth Management
Michigan
$4.39M +$254K +4,006 +6%
LSA
327
Lansing Street Advisors
Pennsylvania
$4.38M +$57K +898 +1%
MSRPS
328
Maryland State Retirement & Pension System
Maryland
$4.36M +$2.64M +41,577 +153%
GWM
329
Geneos Wealth Management
Colorado
$4.35M -$4.45M -70,108 -51%
HG
330
Harbor Group
New Hampshire
$4.34M +$42K +662 +1%
WIM
331
WealthPlan Investment Management
Nebraska
$4.27M +$4.27M +67,277 New
CWM
332
Centurion Wealth Management
Virginia
$4.27M +$650K +10,246 +18%
YWM
333
Yukon Wealth Management
Kansas
$4.22M +$77.1K +1,214 +2%
IA
334
IFG Advisory
Georgia
$4.21M +$983K +15,482 +30%
EFG
335
Ehrlich Financial Group
California
$4.2M +$1.73M +27,214 +70%
IFA
336
Interactive Financial Advisors
Illinois
$4.12M -$117K -1,836 -3%
RWS
337
Retirement Wealth Solutions
Wisconsin
$4.09M +$1.21M +19,046 +42%
DL
338
DOHJ LLC
Washington
$4.08M +$328K +5,498 +9%
RFP
339
RCS Financial Planning
Maryland
$4.04M +$1.04M +16,354 +35%
BWM
340
BlackDiamond Wealth Management
New York
$4.03M -$135K -2,130 -3%
DI
341
Disciplined Investments
Oklahoma
$4.02M +$115K +1,814 +3%
BRWA
342
B. Riley Wealth Advisors
Florida
$3.98M +$3.98M +62,773 New
MSWMA
343
Market Street Wealth Management Advisors
Indiana
$3.97M +$93.3K +1,470 +2%
NWAG
344
Net Worth Advisory Group
Utah
$3.92M +$3.1M +48,893 +382%
TCM
345
Telos Capital Management
California
$3.91M +$76.9K +1,211 +2%
SFM
346
Signet Financial Management
New Jersey
$3.89M +$1.98M +31,118 +103%
MCCA
347
Mill Creek Capital Advisors
Pennsylvania
$3.86M – – –
BFS
348
Bradley Foster & Sargent
Connecticut
$3.86M +$3.86M +60,765 New
BFS
349
BridgePort Financial Solutions
Iowa
$3.85M +$783K +12,342 +26%
BIG
350
Bush Investment Group
Georgia
$3.84M +$1.44M +22,713 +60%
12 13
14
15 16