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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

1,039 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
1,039
Holders Change
+45
Holders Change %
+4.53%
% of All Funds
13.93%
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 %
RFWA
476
RPg Family Wealth Advisory
Massachusetts
$1.7M -$66.4K -1,046 -4%
JWCA
477
J.W. Cole Advisors
Florida
$1.7M +$951K +14,977 +127%
ACM
478
Absolute Capital Management
Pennsylvania
$1.66M +$681K +10,734 +70%
SFG
479
Sovereign Financial Group
Connecticut
$1.65M -$18.5K -291 -1%
UF
480
Univest Financial
Pennsylvania
$1.65M -$19.5K -307 -1%
HS
481
Horan Securities
United States
$1.64M +$82.1K +1,293 +5%
TWCA
482
Two West Capital Advisors
Kansas
$1.64M +$984K +15,076 +150%
SWM
483
Sagace Wealth Management
Florida
$1.64M -$137K -2,152 -8%
OP
484
ORG Partners
Indiana
$1.63M +$1.05M +16,523 +180%
OC
485
Oppenheimer & Co
New York
$1.62M +$121K +1,907 +8%
GSWM
486
Golden State Wealth Management
California
$1.59M +$344K +5,421 +28%
RFN
487
RDA Financial Network
Iowa
$1.58M +$502K +7,915 +47%
FWM
488
Fortress Wealth Management
California
$1.57M +$14.3K +225 +0.9%
HKIMG
489
Hutchens & Kramer Investment Management Group
Indiana
$1.56M +$294K +4,617 +23%
AA
490
Armis Advisers
Georgia
$1.55M -$407K -6,411 -21%
AWM
491
Aprio Wealth Management
Georgia
$1.55M -$96.7K -1,524 -6%
KP
492
Keel Point
Alabama
$1.54M – – –
ML
493
McAdam LLC
Pennsylvania
$1.53M +$1.25M +19,657 +439%
Thrivent Financial for Lutherans
494
Thrivent Financial for Lutherans
Minnesota
$1.53M -$91.6M -1,443,056 -98%
SFA
495
Semmax Financial Advisors
North Carolina
$1.52M +$601K +9,144 +66%
FI
496
FWG Investments
Kentucky
$1.5M -$115K -1,819 -7%
FWA
497
FSC Wealth Advisors
New York
$1.5M +$65.3K +1,029 +5%
NHC
498
Nicholas Hoffman & Company
Georgia
$1.49M -$9.9K -156 -0.7%
ISFAN
499
Investor's Fiduciary Advisor Network
Washington
$1.49M +$127K +1,998 +9%
FWMP
500
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.49M -$120K -1,886 -7%
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