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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 %
CCWM
701
Cassaday & Co Wealth Management
Virginia
$480K -$35.8K -564 -7%
S
702
Sachetta
Massachusetts
$476K -$37K -583 -7%
PAM
703
Palisade Asset Management
Minnesota
$474K – – –
SW
704
SMART Wealth
Nebraska
$468K +$46.9K +739 +11%
DRP
705
Decker Retirement Planning
Utah
$468K -$57.6K -907 -11%
DWA
706
Delap Wealth Advisory
Oregon
$464K -$1.27K -20 -0.3%
TP
707
Tranquility Partners
Tennessee
$463K – – –
MPWT
708
MassMutual Private Wealth & Trust
Connecticut
$460K -$7.75K -122 -2%
BHPW
709
Beverly Hills Private Wealth
California
$458K +$116K +1,829 +34%
LAS
710
Lloyd Advisory Services
Georgia
$458K -$17.5K -276 -4%
TWA
711
Talisman Wealth Advisors
New Jersey
$455K +$38.8K +611 +9%
EFS
712
Essex Financial Services
Connecticut
$454K +$65.8K +1,037 +17%
WA
713
Wambolt & Associates
Colorado
$449K -$382 -6 -0.1%
WPC
714
Wedmont Private Capital
Pennsylvania
$446K +$35.3K +550 +9%
QCM
715
QRG Capital Management
Illinois
$446K -$28.4K -448 -6%
PCM
716
Pointe Capital Management
Michigan
$444K +$139K +2,187 +46%
HH
717
Hilltop Holdings
Texas
$443K +$443K +6,986 New
CIA
718
Cape Investment Advisory
Georgia
$443K +$160K +2,523 +57%
KIM
719
Kestra Investment Management
Texas
$442K +$442K +6,963 New
Wealthfront Advisers
720
Wealthfront Advisers
California
$441K -$91.6K -1,443 -17%
MIA
721
MainStreet Investment Advisors
Illinois
$440K – – –
OWP
722
ORG Wealth Partners
Texas
$440K -$14.3K -225 -3%
ETC
723
Exchange Traded Concepts
Oklahoma
$439K +$439K +6,915 New
GHAM
724
Gilman Hill Asset Management
Connecticut
$438K +$34.9K +550 +9%
AFG
725
Allegheny Financial Group
Pennsylvania
$435K +$76.2K +1,200 +21%
27 28
29
30 31