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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

1,034 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 111 funds opening new positions, 545 increasing their positions, 243 reducing their positions, and 44 closing their positions.

Holders
1,034
Holders Change
+41
Holders Change %
+4.13%
% of All Funds
13.88%
Holding in Top 10
112
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.43%
% of All Funds
1.5%
New
111
Increased
545
Reduced
243
Closed
44
Calls
$82.7M
Puts
–
Net Calls
+$82.7M
Net Calls Change
-$9.02M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.45B
2
LPL Financial
2
LPL Financial
California
$1.44B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1B
4
Morgan Stanley
4
Morgan Stanley
New York
$761M
5
AOI
5
Auto-Owners Insurance
Michigan
$252M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
JHU
2
Johns Hopkins University
Maryland
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$1.53M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$535M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
51
Sagespring Wealth Partners
Tennessee
$67.7M 1,065,950 +53,088 +5%
APW
52
Austin Private Wealth
Texas
$67.7M 1,065,946 +392,011 +58%
Caisse de Depot et Placement du Quebec (CDPQ)
53
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$66.5M 1,048,145 +1,048,145 New
Truist Financial
54
Truist Financial
North Carolina
$63M 992,574 +291,860 +42%
SW
55
SoFi Wealth
California
$62M 976,092 +52,055 +6%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$58.5M 922,306 +232,275 +34%
FSWA
57
Financial Synergies Wealth Advisors
Texas
$57.4M 903,671 +5,162 +0.6%
BPA
58
Beacon Pointe Advisors
California
$54.5M 859,083 -11,394 -1%
AI
59
Atria Investments
North Carolina
$53.9M 849,856 +301,508 +55%
Mariner
60
Mariner
Kansas
$50.6M 796,883 +129,948 +19%
FAT
61
First American Trust
California
$48.2M 759,633 +249,918 +49%
IWA
62
Icon Wealth Advisors
Texas
$46.5M 732,521 +222,987 +44%
BAM
63
Brave Asset Management
New Jersey
$43.2M 679,009 +207,171 +44%
Osaic Holdings
64
Osaic Holdings
Arizona
$41.3M 746,175 +40,115 +6%
EWA
65
EP Wealth Advisors
California
$40M 630,080 +124,583 +25%
Natixis Advisors
66
Natixis Advisors
Massachusetts
$39.1M 615,893 -76,736 -11%
TA
67
Townsend & Associates
Colorado
$37.3M 570,856 -72,699 -11%
CW
68
CreativeOne Wealth
Kansas
$36.7M 578,740 +152,533 +36%
OPAM
69
Ocean Park Asset Management
California
$36.7M 622,179 – –
AG
70
Ascent Group
Virginia
$36.6M 576,494 +495,924 +616%
Prudential Financial
71
Prudential Financial
New Jersey
$35.5M 559,431 +298,687 +115%
IA
72
Integrity Alliance
Iowa
$34.8M 548,783 +31,203 +6%
SHJ
73
Sharkey, Howes & Javer
Colorado
$33.7M 531,316 +195,899 +58%
AAS
74
Avantax Advisory Services
Texas
$33M 520,069 +123,143 +31%
SW
75
SteelPeak Wealth
California
$32.9M 518,416 +180,752 +54%
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