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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 %
RW
401
Ridgeline Wealth
Arizona
$2.68M -$209K -3,296 -7%
NS
402
NBC Securities
Alabama
$2.68M +$218K +3,432 +9%
FFA
403
First Foundation Advisors
California
$2.67M +$171K +2,690 +7%
SFS
404
Sowell Financial Services
Arkansas
$2.66M +$417K +6,568 +19%
BEI
405
Benjamin Edwards Inc
Missouri
$2.65M +$984K +15,503 +59%
SPC
406
Sigma Planning Corp
Michigan
$2.64M +$704K +11,087 +36%
SAW
407
Signal Advisors Wealth
Michigan
$2.63M -$168K -2,648 -6%
O3W
408
Omni 360 Wealth
New Jersey
$2.63M -$174K -2,744 -6%
CB
409
Commerce Bank
Missouri
$2.62M +$269K +4,240 +11%
D
410
Dentgroup
Louisiana
$2.61M +$256K +4,036 +11%
HI
411
Harbour Investments
Wisconsin
$2.61M +$928K +14,626 +55%
HNB
412
Huntington National Bank
Ohio
$2.6M -$2.38M – –
HSBC Holdings
413
HSBC Holdings
United Kingdom
$2.6M +$37.5K +590 +1%
SFG
414
Sage Financial Group
Pennsylvania
$2.6M +$37.1K +585 +1%
TWC
415
TD Waterhouse Canada
Ontario, Canada
$2.57M +$356K +5,603 +16%
CWP
416
Cyndeo Wealth Partners
Florida
$2.57M +$171K +2,689 +7%
FAIM
417
Financial Advocates Investment Management
Washington
$2.57M +$636K +10,026 +33%
NL
418
NWAM LLC
Washington
$2.55M +$550K +8,637 +28%
SWM
419
Sterling Wealth Management
Illinois
$2.53M +$2.53M +39,918 New
SIA
420
SkyView Investment Advisors
New Jersey
$2.51M -$727K -11,449 -22%
WS
421
Wedbush Securities
California
$2.5M +$724K +11,410 +41%
SWM
422
Stark Wealth Management
Pennsylvania
$2.49M +$2.49M +39,600 New
WQ
423
Wealth Quarterback
New Jersey
$2.49M +$1.52M +24,021 +158%
Kovitz Investment Group Partners
424
Kovitz Investment Group Partners
Illinois
$2.48M +$50.7K +799 +2%
TPCW
425
TD Private Client Wealth
New York
$2.48M +$241K +3,796 +11%
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