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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 %
FPW
676
Fairvoy Private Wealth
Alabama
$528K +$3.36K +53 +0.6%
QHA
677
Quarry Hill Advisors
Minnesota
$528K +$6.67K +105 +1%
CA
678
Continuum Advisory
Idaho
$527K +$86K +1,354 +20%
MFF
679
Michels Family Financial
Texas
$518K +$6.86K +108 +1%
AT
680
American Trust
Kentucky
$513K +$513K +8,083 New
BJL
681
Brighton Jones LLC
Washington
$511K +$223K +3,513 +78%
EW
682
Evoke Wealth
California
$510K +$510K +8,037 New
CA
683
CGN Advisors
Kansas
$508K -$381 -6 -0.1%
PP
684
Prosperity Planning
Missouri
$508K +$87.3K +1,375 +21%
RTL
685
Red Tortoise LLC
Georgia
$506K +$10.9K +171 +2%
HCA
686
Harbour Capital Advisors
Virginia
$502K – – –
LFA
687
Lauterbach Financial Advisors
Texas
$499K +$12.3K +193 +3%
AFGAS
688
Allegiance Financial Group Advisory Services
Virginia
$499K +$270K +4,260 +118%
CIBC Private Wealth Group
689
CIBC Private Wealth Group
Georgia
$495K +$44.8K +705 +10%
CRC
690
Curi RMB Capital
Illinois
$494K +$494K +7,776 New
CA
691
Claris Advisors
Missouri
$493K +$10.5K +166 +2%
MC
692
Moors & Cabot
Massachusetts
$492K -$28K -441 -5%
TSMHT
693
Thurston Springer Miller Herd & Titak
Indiana
$492K +$112K +1,764 +30%
PB
694
Pinnacle Bancorp
Nebraska
$491K +$698 +11 +0.1%
PWG
695
Portside Wealth Group
Utah
$490K +$59.4K +936 +14%
SPWG
696
Syntegra Private Wealth Group
Missouri
$489K +$144K +2,261 +42%
WTB
697
Washington Trust Bank
Washington
$487K +$203K +3,200 +71%
BW
698
Balance Wealth
Ohio
$487K -$240K -3,780 -33%
FTWA
699
Fifth Third Wealth Advisors
Ohio
$485K +$24.1K +379 +5%
CFFP
700
Center for Financial Planning
Michigan
$483K – – –
26 27
28
29 30