EFV icon

iShares MSCI EAFE Value ETF

1,047 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 115 funds opening new positions, 546 increasing their positions, 247 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,047
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
113
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$82.7M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$157M
RIG
27
RiverFront Investment Group
Virginia
$150M
TIAA Trust, National Association
28
TIAA Trust, National Association
North Carolina
$144M
JC
29
JB Capital
Connecticut
$141M
FIA
30
Foundations Investment Advisors
Arizona
$128M
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$119M
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$119M
MMA
33
Miracle Mile Advisors
California
$118M
EWM
34
Empirical Wealth Management
Washington
$115M
MWM
35
Modera Wealth Management
New Jersey
$115M
Raymond James Financial
36
Raymond James Financial
Florida
$111M
MFG
37
Merit Financial Group
Georgia
$109M
UCFA
38
United Capital Financial Advisors
Texas
$103M
Stifel Financial
39
Stifel Financial
Missouri
$94.6M
M&T Bank
40
M&T Bank
New York
$90M
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$89.3M
AA
42
Alesco Advisors
New York
$89.1M
SEIA
43
Signature Estate & Investment Advisors
California
$80.6M
Pathstone Holdings
44
Pathstone Holdings
New Jersey
$80.4M
SC
45
Savant Capital
Illinois
$79.5M
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$78.1M
AL
47
Aspiriant LLC
California
$71.6M
AWMS
48
Advocacy Wealth Management Services
Georgia
$71.1M
DWM
49
Dynasty Wealth Management
Florida
$69.3M
AWM
50
AE Wealth Management
Kansas
$68.1M