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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 %
FCFC
576
First Citizens Financial Corp
Iowa
$926K +$41.5K +653 +5%
NWA
577
New World Advisors
Massachusetts
$918K +$91.9K +1,448 +11%
RIS
578
Richmond Investment Services
Wisconsin
$913K +$913K +14,384 New
LWA
579
Lantern Wealth Advisors
New York
$911K +$911K +14,356 New
OCFG
580
O'Connor Financial Group
Illinois
$909K -$60.8K -951 -6%
DADC
581
D.A. Davidson & Co
Montana
$899K -$478K -7,534 -35%
SC
582
SouthState Corp
Florida
$889K – – –
GA
583
GFS Advisors
Texas
$888K +$888K +13,991 New
HIM
584
Hanlon Investment Management
New Jersey
$875K +$232K +3,651 +36%
HFO
585
Heritage Family Offices
Arizona
$869K – – –
AFA
586
American Financial Advisors
Georgia
$867K +$7.05K +111 +0.8%
TC
587
TownSquare Capital
Utah
$861K -$11.1M -174,571 -93%
MAS
588
Madden Advisory Services
Florida
$861K +$17.6K +277 +2%
EL
589
EWA LLC
Pennsylvania
$860K +$173K +2,728 +25%
QWP
590
Quotient Wealth Partners
Texas
$851K +$60K +945 +8%
BIM
591
Bridges Investment Management
Nebraska
$847K +$32.2K +507 +4%
THL
592
Tillman Hartley LLC
Colorado
$836K +$836K +13,166 New
OC
593
Opinicus Capital
Florida
$830K -$4.38K -69 -0.5%
ADL
594
Asset Dedication LLC
California
$830K +$8.63K +136 +1%
QCM
595
Quantinno Capital Management
New York
$827K +$559K +8,798 +208%
SI
596
Stephens Inc
Arkansas
$827K +$381 +6 +0%
MFG
597
Magnus Financial Group
New York
$824K +$257K +4,050 +45%
VFO
598
Virtus Family Office
Texas
$822K +$177K +2,796 +28%
HCP
599
Hardin Capital Partners
South Carolina
$821K -$1.84K -29 -0.2%
PIA
600
Perennial Investment Advisors
California
$808K +$193K +3,034 +31%
22 23
24
25 26