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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
+$1.48B
2
LPL Financial
LPL Financial
California
+$485M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$223M
4
Morgan Stanley
Morgan Stanley
New York
+$188M
5
AOI
Auto-Owners Insurance
Michigan
+$188M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$191M
2
JHU
Johns Hopkins University
Maryland
-$107M
3
OMC
Old Mission Capital
Illinois
-$92.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$91.6M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$88.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
376
Whittier Trust
California
$3.06M +$30.5K +481 +1%
BWA
377
BCU Wealth Advisors
Illinois
$3.02M +$477K +7,511 +19%
SFA
378
Salus Financial Advisors
Colorado
$3.02M -$50.7K -799 -2%
BIG
379
Brookwood Investment Group
Arizona
$3.02M +$888K +13,992 +42%
Brown Advisory
380
Brown Advisory
Maryland
$3.01M -$19.3K -304 -0.6%
DSA
381
Droms Strauss Advisors
Missouri
$3.01M -$123K -1,930 -4%
LIA
382
LifePlan Investment Advisors
North Carolina
$2.98M +$915K +14,415 +44%
NW
383
NewEdge Wealth
Pennsylvania
$2.94M +$68.9K +1,056 +2%
RW
384
Regimen Wealth
Georgia
$2.91M +$332K +5,236 +13%
WP
385
WealthPLAN Partners
Nebraska
$2.88M +$932K +14,678 +48%
DAS
386
Diversify Advisory Services
Utah
$2.86M -$147K -2,218 -5%
IIC
387
Ironwood Investment Counsel
Arizona
$2.86M +$505K +7,514 +21%
SFS
388
Summit Financial Strategies
Ohio
$2.83M -$199K -3,127 -7%
MWA
389
Merkkuri Wealth Advisors
New York
$2.83M +$998K +15,728 +55%
TL
390
Tradewinds LLC
North Carolina
$2.83M +$2.83M +44,506 New
AA
391
Advisory Alpha
Michigan
$2.82M -$144K -2,264 -5%
IFS
392
Ifrah Financial Services
Arkansas
$2.82M -$46.9K -739 -2%
SPI
393
Sutton Place Investors
New York
$2.81M +$828K +13,036 +42%
WF
394
Warner Financial
Maryland
$2.79M +$300K +4,722 +12%
WFS
395
WealthGarden F.S.
California
$2.78M +$1.13M +17,921 +69%
PSCM
396
Per Stirling Capital Management
Texas
$2.77M +$1.74M +27,423 +169%
BWCS
397
Beirne Wealth Consulting Services
Connecticut
$2.76M -$2.18M -34,276 -44%
SCM
398
SCS Capital Management
Massachusetts
$2.72M +$1.32M +20,750 +94%
GM
399
GeoWealth Management
Illinois
$2.71M +$774K +12,198 +40%
FHC
400
First Heartland Consultants
Missouri
$2.7M +$1.61M +27,096 +147%
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