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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 %
CM
451
Columbus Macro
Pennsylvania
$1.99M +$487K +7,678 +32%
SC
452
Seldon Capital
California
$1.97M – – –
MG
453
Mather Group
Illinois
$1.95M +$617K +9,724 +46%
BAM
454
Belpointe Asset Management
Nevada
$1.92M +$1.56M +24,611 +431%
FCA
455
Fortis Capital Advisors
Kansas
$1.92M +$1.57M +24,787 +448%
AFG
456
Atomi Financial Group
New York
$1.92M -$63K -993 -3%
WCM
457
WealthTrak Capital Management
Virginia
$1.92M +$898K +14,152 +88%
MA
458
MONECO Advisors
Connecticut
$1.91M -$1.2M -18,891 -39%
NCM
459
Neumann Capital Management
California
$1.89M – – –
CAM
460
Cresset Asset Management
Illinois
$1.87M +$422K +6,652 +29%
APC
461
Aspire Private Capital
North Carolina
$1.86M +$480K +7,563 +35%
P
462
Pitcairn
Pennsylvania
$1.86M -$2.32M -36,594 -56%
AIA
463
Accelerate Investment Advisors
California
$1.84M +$690K +10,876 +60%
BCG
464
Breakwater Capital Group
New Jersey
$1.82M -$29.3K -461 -2%
KWA
465
Kingswood Wealth Advisors
California
$1.81M +$73.3K +1,155 +4%
VWM
466
Venturi Wealth Management
Texas
$1.81M -$24.8K -391 -1%
SIA
467
Stegner Investment Associates
Kentucky
$1.8M -$198K -3,119 -10%
WC
468
Weil Company
California
$1.79M -$98.1K -1,545 -5%
AWM
469
Alterna Wealth Management
Texas
$1.78M +$981K +15,451 +123%
RWM
470
Ritholtz Wealth Management
New York
$1.78M +$1.49M +23,430 +511%
IAN
471
Integrated Advisors Network
Texas
$1.77M +$513K +8,079 +41%
BFA
472
Beacon Financial Advisory
Ohio
$1.77M +$527K +8,304 +43%
DC
473
Davenport & Co
Virginia
$1.77M +$429K +6,753 +32%
WPWM
474
Windward Private Wealth Management
Kansas
$1.74M – – –
KeyBank National Association
475
KeyBank National Association
Ohio
$1.73M -$50.4K -794 -3%
17 18
19
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