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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
$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 %
OIA
26
OneDigital Investment Advisors
Kansas
$157M +$42.6M +670,534 +37%
RIG
27
RiverFront Investment Group
Virginia
$150M +$41M +646,329 +38%
TIAA Trust, National Association
28
TIAA Trust, National Association
North Carolina
$144M +$46.7M +736,395 +48%
JC
29
JB Capital
Connecticut
$141M +$56.2M +884,910 +67%
FIA
30
Foundations Investment Advisors
Arizona
$128M +$52M +818,964 +68%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$119M +$3.36M +52,965 +3%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$119M +$18.1M +285,409 +18%
MMA
33
Miracle Mile Advisors
California
$118M +$12.8M +201,843 +12%
EWM
34
Empirical Wealth Management
Washington
$115M +$6.66M +104,864 +6%
MWM
35
Modera Wealth Management
New Jersey
$115M -$6.37M -100,416 -5%
Raymond James Financial
36
Raymond James Financial
Florida
$111M +$19.7M +310,213 +22%
MFG
37
Merit Financial Group
Georgia
$109M +$41.1M +646,795 +61%
UCFA
38
United Capital Financial Advisors
Texas
$103M +$31.9M +502,143 +45%
Stifel Financial
39
Stifel Financial
Missouri
$94.6M +$27.9M +439,304 +42%
M&T Bank
40
M&T Bank
New York
$90M -$2.37M -37,322 -3%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$89.3M +$23.6M +371,831 +36%
AA
42
Alesco Advisors
New York
$89.1M -$684K -10,775 -0.8%
SEIA
43
Signature Estate & Investment Advisors
California
$80.6M +$79.9M +1,259,374 +13,112%
Pathstone Holdings
44
Pathstone Holdings
New Jersey
$80.4M +$1.28M +20,172 +2%
SC
45
Savant Capital
Illinois
$79.5M -$1.18M -18,591 -1%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$78.1M +$3.71M +58,428 +5%
AL
47
Aspiriant LLC
California
$71.6M -$460K -7,239 -0.6%
AWMS
48
Advocacy Wealth Management Services
Georgia
$71.1M +$26.2M +412,861 +58%
DWM
49
Dynasty Wealth Management
Florida
$69.3M -$5.71M -89,950 -8%
AWM
50
AE Wealth Management
Kansas
$68.1M +$1.01M +15,863 +2%
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