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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 %
IF
501
Intrua Financial
Texas
$1.47M -$2.04M -32,063 -58%
CWMK
502
Caliber Wealth Management (Kansas)
Kansas
$1.46M +$441K +6,944 +43%
GVAG
503
Great Valley Advisor Group
Delaware
$1.46M -$105K -1,661 -7%
ACM
504
Arlington Capital Management
Illinois
$1.44M +$580K +9,132 +67%
SIS
505
Sound Income Strategies
Florida
$1.43M +$207K +3,268 +17%
LA
506
Lifeworks Advisors
Michigan
$1.42M +$482K +7,586 +51%
FIM
507
Freedom Investment Management
Connecticut
$1.41M +$639K +10,071 +83%
LA
508
LVW Advisors
New York
$1.4M -$5.02K -79 -0.4%
IBOK
509
Independence Bank of Kentucky
Kentucky
$1.4M -$44.8K -705 -3%
CCM
510
Coldstream Capital Management
Washington
$1.39M +$455K +7,169 +49%
CAM
511
Campion Asset Management
Virginia
$1.39M – – –
AWMNH
512
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.38M -$90K -1,418 -6%
LA
513
LexAurum Advisors
Kansas
$1.37M +$307K +4,842 +29%
MCM
514
Mainstream Capital Management
California
$1.36M -$29.4K -463 -2%
CWM
515
Congress Wealth Management
Massachusetts
$1.36M +$8.89K +140 +0.7%
RFA
516
Resurgent Financial Advisors
Georgia
$1.35M +$457K +7,204 +51%
CCG
517
Catalina Capital Group
California
$1.35M +$457K +7,192 +51%
OSAM
518
O'Shaughnessy Asset Management
Connecticut
$1.35M +$229K +3,600 +20%
OA
519
Operose Advisors
Wisconsin
$1.35M +$22.7K +358 +2%
FWP
520
Falcon Wealth Planning
California
$1.35M -$125K -1,974 -9%
FA
521
Fedenia Advisers
Wisconsin
$1.34M +$149K +2,355 +13%
GF
522
GGM Financials
Ohio
$1.33M +$432K +6,813 +48%
AWP
523
Axis Wealth Partners
Rhode Island
$1.31M +$119K +1,867 +10%
Vontobel Holding
524
Vontobel Holding
Switzerland
$1.28M +$1.28M +20,190 New
VT
525
Vise Technologies
New York
$1.26M +$1.26M +19,858 New
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