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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 %
BWA
426
Beam Wealth Advisors
Louisiana
$2.46M +$763K +12,017 +45%
SRC
427
Shufro Rose & Co
New York
$2.43M -$15.6K -264 -0.6%
RWP
428
Revolve Wealth Partners
New Jersey
$2.41M -$56.3K -887 -2%
CCMG
429
Clark Capital Management Group
Pennsylvania
$2.34M -$1.69M -26,596 -42%
CWA
430
Clearview Wealth Advisors
Oregon
$2.29M +$705K +11,111 +44%
VM
431
VPR Management
Texas
$2.27M – – –
KAM
432
KEB Asset Management
Illinois
$2.26M +$1.9K +30 +0.1%
AC
433
Addison Capital
Pennsylvania
$2.25M +$161K +2,543 +8%
Principal Financial Group
434
Principal Financial Group
Iowa
$2.21M -$569K -8,966 -20%
Koshinski Asset Management
435
Koshinski Asset Management
Illinois
$2.21M +$2.21M +34,760 New
CWA
436
CogentBlue Wealth Advisors
Tennessee
$2.19M -$102K -1,600 -4%
LJAC
437
L.J. Altfest & Co
New York
$2.16M +$1.19M +18,759 +123%
AFTS
438
American Financial & Tax Strategies
New York
$2.16M -$164K -2,585 -7%
MWM
439
Maripau Wealth Management
Indiana
$2.15M +$212K +3,346 +11%
EFG
440
Elios Financial Group
Ohio
$2.12M +$1.24M +19,481 +140%
NA
441
Navellier & Associates
Nevada
$2.12M – – –
TCA
442
Transcend Capital Advisors
New Jersey
$2.1M +$509K +8,012 +32%
TWP
443
Tempus Wealth Planning
California
$2.08M +$487K +7,674 +30%
CTC
444
Central Trust Company
Missouri
$2.08M +$98K +1,544 +5%
RCM
445
Raleigh Capital Management
North Carolina
$2.08M +$761K +11,983 +58%
PG
446
Patten Group
Tennessee
$2.08M +$219K +3,444 +12%
Financial Engines Advisors
447
Financial Engines Advisors
California
$2.07M -$1.8M -28,327 -47%
MIAS
448
Mason Investment Advisory Services
Virginia
$2.07M +$36.1K +569 +2%
WWA
449
Wingate Wealth Advisors
Massachusetts
$2.06M +$127 +2 +0%
CCFM
450
Clear Creek Financial Management
Washington
$2.03M +$82.8K +1,304 +4%
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