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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 %
T
601
Transce3nd
Texas
$805K -$963K -15,176 -54%
RWM
602
Rialto Wealth Management
New York
$804K – – –
MWM
603
MGB Wealth Management
Texas
$793K +$793K +12,496 New
AFO
604
Aurelius Family Office
New Hampshire
$782K -$100K -1,581 -11%
SG
605
StoneX Group
New York
$774K -$300K -4,723 -28%
GS
606
GWN Securities
Florida
$772K -$1.13M -17,704 -59%
FEM
607
Fulcrum Equity Management
Texas
$760K +$248K +3,901 +48%
PFA
608
Pinnacle Family Advisors
Missouri
$759K +$144K +2,273 +23%
2L
609
25 LLC
Missouri
$755K +$2.6K +41 +0.3%
MWG
610
Martin Worley Group
Utah
$754K -$2.79K -44 -0.4%
WWM
611
Western Wealth Management
Colorado
$751K +$209K +3,300 +39%
SFSG
612
Sound Financial Strategies Group
Mississippi
$746K -$3.49K -55 -0.5%
AFW
613
Avantra Family Wealth
Pennsylvania
$742K -$466K -7,341 -39%
PCA
614
Pallas Capital Advisors
Massachusetts
$738K -$6.35K -100 -0.9%
AWM
615
Accurate Wealth Management
Florida
$734K +$413K +6,439 +129%
ECM
616
Evergreen Capital Management
Washington
$734K +$734K +11,565 New
FG
617
Foster Group
Iowa
$731K -$12.4K -195 -2%
Lido Advisors
618
Lido Advisors
California
$727K -$223K -3,505 -23%
MWAM
619
Manhattan West Asset Management
California
$713K +$15.2K +240 +2%
CPRC
620
Consolidated Portfolio Review Corp
New York
$695K +$695K +10,943 New
CCA
621
Childress Capital Advisors
Texas
$692K +$275K +4,333 +66%
BP
622
BWM Planning
Texas
$689K – – –
CIAS
623
Capital Investment Advisory Services
North Carolina
$684K +$53.6K +844 +9%
Citadel Advisors
624
Citadel Advisors
Florida
$674K -$596K -9,385 -47%
ONB
625
Old National Bancorp
Indiana
$665K +$665K +10,482 New
23 24
25
26 27