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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 %
AWM
626
Ariadne Wealth Management
California
$658K – – –
MWM
627
Mission Wealth Management
California
$658K +$825 +13 +0.1%
BNP Paribas Financial Markets
628
BNP Paribas Financial Markets
France
$656K +$407K +6,404 +163%
TFCP
629
Twin Focus Capital Partners
Massachusetts
$649K +$388K +6,120 +149%
HA
630
Herold Advisors
New York
$648K +$285K +4,493 +79%
TCWA
631
Turtle Creek Wealth Advisors
Texas
$648K – – –
WPW
632
Waldron Private Wealth
Pennsylvania
$646K +$508 +8 +0.1%
WTC
633
WhitTier Trust Company
Nevada
$643K +$12.3K +193 +2%
AFP
634
Ausdal Financial Partners
Iowa
$642K +$334K +5,262 +108%
HWM
635
Hemington Wealth Management
Virginia
$639K +$888 +14 +0.1%
FFA
636
Fragasso Financial Advisors
Pennsylvania
$635K +$1.65K +26 +0.3%
AIM
637
Advyzon Investment Management
Illinois
$634K +$420K +6,623 +197%
FLPIM
638
F.L. Putnam Investment Management
Massachusetts
$632K +$119K +1,876 +23%
Fisher Asset Management
639
Fisher Asset Management
Washington
$632K +$246K +3,880 +64%
CI
640
Conning Inc
Connecticut
$630K – – –
SFO
641
Stokes Family Office
Louisiana
$624K +$373K +5,874 +149%
ATC
642
Argent Trust Co
Tennessee
$618K +$133K +2,100 +27%
CTWM
643
Cherry Tree Wealth Management
Minnesota
$618K – – –
CSPIA
644
Cary Street Partners Investment Advisory
Virginia
$611K +$200K +3,158 +49%
EAM
645
Empirical Asset Management
Massachusetts
$607K +$91K +1,433 +18%
VFA
646
Valeo Financial Advisors
Indiana
$607K -$15.2K -239 -2%
MHB
647
Midwest Heritage Bank
Iowa
$601K +$19K +299 +3%
MCM
648
MAI Capital Management
Ohio
$600K +$96.7K +1,524 +19%
MWA
649
Motive Wealth Advisors
Michigan
$599K – – –
FA
650
Flagstar Advisors
New York
$596K +$106K +1,669 +22%
24 25
26
27 28