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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 %
JSW
551
Journey Strategic Wealth
New Jersey
$1.1M -$898K -14,139 -45%
FAI
552
Fiduciary Advisors Inc
Missouri
$1.08M +$22K +347 +2%
I
553
InvesTrust
Oklahoma
$1.08M +$29.8K +470 +3%
VWA
554
Visionary Wealth Advisors
Illinois
$1.07M +$18K +284 +2%
RWM
555
Riverbend Wealth Management
South Carolina
$1.07M +$1.07M +16,855 New
ACA
556
Ascension Capital Advisors
Texas
$1.07M – – –
RA
557
Rockingstone Advisors
Massachusetts
$1.06M +$24.8K +390 +2%
FWM
558
Fonville Wealth Management
Virginia
$1.05M -$9.71K -153 -0.9%
PWAM
559
Private Wealth Asset Management
Iowa
$1.04M +$23.2K +365 +2%
CA
560
Clune & Associates
Illinois
$1.03M +$234K +3,692 +29%
LSA
561
Lion Street Advisors
Texas
$1.02M +$440K +6,931 +76%
CFG
562
Citizens Financial Group
Rhode Island
$1.01M -$47.9K -755 -5%
JSL
563
JT Stratford LLC
Georgia
$1.01M +$353K +5,563 +54%
CCWA
564
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1M -$50.7K -799 -5%
EAM
565
Evanson Asset Management
California
$993K +$380K +5,990 +62%
MFIM
566
Mesirow Financial Investment Management
Illinois
$987K +$213K +3,352 +27%
SAI
567
Savvy Advisors Inc
New York
$980K -$381K -6,008 -28%
LWCFA
568
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$970K – – –
ATI
569
ARK & TLK Investments
Oklahoma
$970K -$127K -2,000 -12%
SC
570
Sierra Capital
Florida
$968K – – –
XT
571
XTX Topco
Cayman Islands
$962K +$962K +15,156 New
LGG
572
Luts & Greenleigh Group
Maryland
$961K +$22.9K +360 +2%
Susquehanna International Group
573
Susquehanna International Group
Pennsylvania
$950K -$11.1M -175,414 -92%
PW
574
PUREfi Wealth
Massachusetts
$934K +$338K +5,331 +57%
BFG
575
Beacon Financial Group
Texas
$928K +$187K +2,938 +25%
21 22
23
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