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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
651
First Commonwealth Financial Corp
Pennsylvania
$595K -$54.8K -864 -8%
SF
652
Summit Financial
New Jersey
$594K +$243K +3,832 +69%
TNBTD
653
Trustmark National Bank Trust Department
Mississippi
$592K +$184K +2,900 +45%
SIC
654
Samalin Investment Counsel
New York
$582K +$4.57K +72 +0.8%
FP
655
Financial Perspectives
Minnesota
$582K +$33.2K +523 +6%
BWM
656
BCS Wealth Management
Tennessee
$580K +$41K +646 +8%
LWM
657
Lodestone Wealth Management
Washington
$576K -$7.3K -115 -1%
PFA
658
Pure Financial Advisors
California
$575K +$37.8K +595 +7%
RDFA
659
Ritter Daniher Financial Advisory
Ohio
$571K – – –
PGFC
660
Peapack-Gladstone Financial Corp
New Jersey
$569K +$140K +2,200 +33%
MFG
661
MidWestOne Financial Group
Iowa
$566K – – –
VWWMG
662
Vermillion & White Wealth Management Group
Pennsylvania
$563K – – –
OPCM
663
Osborne Partners Capital Management
California
$559K – – –
GIA
664
GHP Investment Advisors
Colorado
$557K -$13K -204 -2%
BMCM
665
Bryn Mawr Capital Management
Pennsylvania
$554K +$60.9K +959 +12%
ESB
666
Essex Savings Bank
Connecticut
$552K -$17.8K -280 -3%
Nomura Asset Management
667
Nomura Asset Management
Japan
$550K – – –
AA
668
Argent Advisors
Louisiana
$548K +$23K +363 +4%
CAAM
669
Cornerstone Advisors Asset Management
Pennsylvania
$548K -$64.2K -1,011 -10%
HIGP
670
Hill Investment Group Partners
Missouri
$543K +$7.17K +113 +1%
NB
671
NBT Bank
New York
$542K -$10.3K -163 -2%
CFG
672
Clayton Financial Group
Missouri
$537K -$2.85M -44,915 -84%
CWM
673
Cornerstone Wealth Management
Missouri
$536K -$16.6K -262 -3%
FTS
674
Fifth Third Securities
Ohio
$534K +$33.6K +529 +7%
MAMG
675
Milestone Asset Management Group
Connecticut
$533K +$4.06K +64 +0.8%
25 26
27
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